| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Financial (HK) Limited | RO | Advising on securities | 2026-05-26 | - |
| RO | Asset management | 2026-05-26 | - | |
| RO | Dealing in securities | 2026-05-26 | - | |
| iFAST Global Markets (HK) Limited | RO | Asset management | 2026-05-26 | - |
| iFAST Securities (HK) Limited | RO | Dealing in securities | 2026-05-26 | - |
| Rep | Dealing in securities | 2022-03-17 | 2026-05-26 | |
| iFAST Financial (HK) Limited | Rep | Asset management | 2020-03-24 | 2026-05-26 |
| Rep | Advising on securities | 2019-08-16 | 2026-05-26 |