| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Elephant Securities International Company Limited | RO | Advising on securities | 2026-09-14 | - |
| RO | Asset management | 2026-09-14 | - | |
| RO | Dealing in securities | 2026-09-14 | - | |
| GRAND FU INTERNATIONAL SECURITIES LIMITED | RO | Dealing in securities | 2024-02-29 | 2025-11-03 |
| Lucky Guosheng Securities Limited | RO | Advising on securities | 2023-05-18 | 2023-11-30 |
| RO | Dealing in securities | 2023-05-18 | 2023-11-30 | |
| Rep | Advising on securities | 2021-03-16 | 2023-05-18 | |
| Rep | Asset management | 2021-03-16 | 2023-11-30 | |
| Rep | Dealing in securities | 2020-03-20 | 2023-05-18 | |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Advising on securities | 2018-08-06 | 2019-10-31 |
| Rep | Dealing in securities | 2018-08-06 | 2019-10-31 |