| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WINBULL SECURITIES INTERNATIONAL (HONG KONG) LIMITED | RO | Advising on securities | 2025-06-13 | - |
| RO | Asset management | 2025-06-13 | - | |
| RO | Dealing in securities | 2025-06-13 | - | |
| Open Securities Limited | RO | Advising on securities | 2023-04-06 | 2025-04-30 |
| RO | Dealing in futures contracts | 2023-04-06 | 2025-04-30 | |
| RO | Dealing in securities | 2023-04-06 | 2025-04-30 | |
| OPEN ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2022-11-25 | 2025-04-30 |
| RO | Asset management | 2022-11-25 | 2025-04-30 | |
| Rep | Advising on securities | 2022-10-03 | 2022-11-25 | |
| Rep | Asset management | 2022-10-03 | 2022-11-25 | |
| SunPlus Capital Limited | RO | Advising on securities | 2021-02-04 | 2022-07-31 |
| RO | Asset management | 2021-02-04 | 2022-07-31 | |
| CHINA ZHONG HENG FINANCE GROUP LIMITED | RO | Asset management | 2020-04-21 | 2020-07-28 |
| TIAN YUAN FINANCE LIMITED | RO | Asset management | 2018-10-23 | 2019-12-29 |