| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | RO | Dealing in securities | 2025-05-19 | - |
| CLSA LIMITED | RO | Dealing in securities | 2020-01-08 | - |
| CITIC CLSA Capital Partners HK Limited | RO | Advising on securities | 2019-10-21 | - |
| RO | Asset management | 2019-10-21 | - | |
| Rep | Advising on securities | 2019-08-07 | 2019-10-21 | |
| Rep | Asset management | 2019-08-07 | 2019-10-21 | |
| CLSA LIMITED | Rep | Dealing in securities | 2019-08-07 | 2020-01-08 |