| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Greentech Technology Asset Management Company Limited | RO | Dealing in securities | 2024-08-01 | 2024-11-15 |
| RO | Advising on securities | 2023-03-27 | 2024-11-15 | |
| RO | Asset management | 2023-03-27 | 2024-11-15 | |
| Rep | Advising on securities | 2023-03-24 | 2023-03-27 | |
| Rep | Asset management | 2023-03-24 | 2023-03-27 | |
| Ocean Cedar Asset Management Company Limited | RO | Advising on securities | 2020-08-10 | 2023-03-07 |
| RO | Asset management | 2020-08-10 | 2023-03-07 | |
| Rep | Advising on securities | 2020-07-30 | 2020-08-10 | |
| Rep | Asset management | 2020-07-30 | 2020-08-10 | |
| SHENG YUAN ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2019-06-14 | 2020-04-30 |
| RO | Asset management | 2019-06-14 | 2020-04-30 | |
| UCF Asset Management (HK) Limited | RO | Advising on securities | 2017-09-14 | 2019-04-11 |
| RO | Asset management | 2017-09-14 | 2019-04-11 | |
| Rep | Advising on securities | 2017-09-08 | 2017-09-14 | |
| Rep | Asset management | 2017-09-08 | 2017-09-14 | |
| Forwin Capital Management Limited | RO | Asset management | 2017-02-15 | 2017-08-31 |
| RO | Advising on securities | 2016-09-22 | 2017-08-31 | |
| Rep | Advising on securities | 2015-12-07 | 2016-09-22 | |
| Rep | Asset management | 2015-12-07 | 2017-02-15 | |
| Delta Asia Wealth Management Limited | Rep | Advising on securities | 2014-02-20 | 2015-09-30 |