| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SINOPAC SECURITIES (ASIA) LIMITED | RO | Advising on securities | 2023-04-04 | - |
| RO | Dealing in securities | 2023-04-04 | - | |
| Rep | Dealing in securities | 2023-02-03 | 2023-04-04 | |
| Rep | Advising on securities | 2023-01-30 | 2023-04-04 | |
| CMBC ASSET MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2020-08-28 | 2022-11-30 |
| Rep | Asset management | 2020-08-28 | 2022-11-30 | |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Advising on securities | 2019-08-23 | 2020-08-14 |
| Rep | Asset management | 2017-05-26 | 2020-08-14 | |
| Rep | Dealing in futures contracts | 2014-01-02 | 2017-05-26 | |
| Rep | Dealing in securities | 2014-01-02 | 2020-08-14 |