| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2023-03-17 | 2025-07-24 |
| Rep | Dealing in securities | 2023-03-17 | 2025-07-24 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2023-03-17 | 2025-07-24 |
| DC Wealth Management (HK) Limited | Rep | Advising on securities | 2019-01-16 | 2022-03-03 |
| Rep | Asset management | 2019-01-16 | 2022-03-03 | |
| BC Global Asset Management Limited | Rep | Advising on securities | 2018-11-15 | 2019-01-03 |
| Rep | Asset management | 2018-11-15 | 2019-01-03 | |
| Rep | Dealing in securities | 2018-11-15 | 2019-01-03 |