| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Triada Capital Limited (HK) | Rep | Advising on securities | 2020-06-12 | 2021-03-31 |
| Rep | Asset management | 2020-06-12 | 2021-03-31 | |
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2019-12-09 | 2020-06-03 |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2019-12-09 | 2020-06-03 |
| CITIC Securities International Global Markets Limited | Rep | Dealing in futures contracts | 2018-12-03 | 2019-11-22 |
| Rep | Dealing in securities | 2018-12-03 | 2019-11-22 | |
| CITIC Securities Asset Management (HK) Limited | Rep | Dealing in securities | 2015-04-15 | 2018-08-13 |
| Rep | Advising on securities | 2015-04-15 | 2018-11-01 | |
| Rep | Asset management | 2015-04-15 | 2018-11-01 | |
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2014-09-10 | 2015-04-15 |