| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | Rep | Dealing in securities | 2025-10-24 | - |
| RO | Advising on securities | 2021-09-06 | - | |
| RO | Asset management | 2021-09-06 | - | |
| Rep | Advising on securities | 2019-08-28 | 2021-09-06 | |
| Rep | Asset management | 2019-08-28 | 2021-09-06 | |
| CLSA LIMITED | Rep | Dealing in securities | 2019-08-28 | 2025-11-27 |