| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Win Securities Limited | RO | Dealing in securities | 2026-06-29 | - |
| CMB INTERNATIONAL FUTURES LIMITED | RO | Dealing in futures contracts | 2025-08-18 | 2025-12-01 |
| CMB International Securities Limited | Rep | Advising on securities | 2025-08-18 | 2025-12-01 |
| RO | Dealing in securities | 2025-08-18 | 2025-12-01 | |
| Zircon Securities (HK) Limited | RO | Advising on futures contracts | 2024-07-09 | 2025-05-31 |
| RO | Dealing in futures contracts | 2024-07-09 | 2025-05-31 | |
| RO | Asset management | 2023-03-07 | 2025-05-31 | |
| RO | Advising on securities | 2021-09-10 | 2025-05-31 | |
| RO | Dealing in securities | 2021-09-10 | 2025-05-31 | |
| FUZE SECURITIES (INTERNATIONAL) LIMITED | RO | Advising on securities | 2019-11-07 | 2020-07-31 |
| RO | Dealing in securities | 2018-09-03 | 2020-07-31 |