| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2024-08-16 | - |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2023-06-08 | - |
| Rep | Dealing in securities | 2023-06-08 | - | |
| Summer Capital Management Company Limited | Rep | Dealing in securities | 2020-07-06 | 2023-04-14 |
| Rep | Advising on securities | 2018-08-10 | 2023-04-14 | |
| Rep | Asset management | 2018-08-10 | 2023-04-14 |