| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CMS ASSET MANAGEMENT (HK) CO., LIMITED | RO | Dealing in securities | 2026-05-21 | - |
| RO | Asset management | 2026-01-16 | - | |
| RO | Advising on securities | 2025-12-09 | - | |
| Rep | Advising on securities | 2025-08-11 | 2025-12-09 | |
| Rep | Asset management | 2025-08-11 | 2026-01-16 | |
| CPIC Investment Management (H.K.) Company Limited | RO | Dealing in securities | 2023-03-13 | 2025-07-12 |
| Rep | Asset management | 2020-06-04 | 2025-07-12 | |
| RO | Advising on securities | 2019-07-16 | 2025-07-12 |