| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | RO | Advising on securities | 2025-06-23 | - |
| RO | Dealing in securities | 2025-06-23 | - | |
| CITIC Securities Futures (HK) Limited | RO | Dealing in futures contracts | 2025-06-23 | - |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2017-12-04 | 2025-06-23 |
| Rep | Dealing in securities | 2017-08-24 | 2025-06-23 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2017-08-24 | 2025-06-23 |
| RHB SECURITIES HONG KONG LIMITED | Rep | Advising on securities | 2016-06-06 | 2017-08-11 |
| Rep | Dealing in securities | 2014-05-22 | 2017-08-11 |