| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CreditEase Wealth Management (HK) Limited | RO | Advising on securities | 2023-07-18 | 2025-11-25 |
| RO | Asset management | 2023-07-18 | 2025-11-25 | |
| HERITVEST WEALTH MANAGEMENT (HONG KONG) CO., LIMITED | RO | Advising on securities | 2023-07-18 | 2025-11-25 |
| RO | Asset management | 2023-07-18 | 2025-11-25 | |
| Rep | Dealing in securities | 2023-07-11 | 2025-11-25 | |
| CreditEase Wealth Management (HK) Limited | Rep | Advising on securities | 2022-11-03 | 2023-07-18 |
| Rep | Asset management | 2022-11-03 | 2023-07-18 | |
| Daiwa Capital Markets Hong Kong Limited | Rep | Advising on corporate finance | 2018-11-26 | 2021-08-04 |
| Rep | Dealing in securities | 2018-11-26 | 2021-08-04 |