| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| JOYFUL CAPITAL HK LIMITED | RO | Advising on securities | 2025-05-28 | 2026-06-16 |
| RO | Asset management | 2025-05-28 | 2026-06-16 | |
| Forte Securities (Asia) Limited | Rep | Dealing in futures contracts | 2023-07-03 | 2025-02-21 |
| Rep | Dealing in securities | 2023-07-03 | 2025-02-21 | |
| ASIA PACIFIC INVESTMENT ADVISORS LIMITED | RO | Advising on securities | 2023-03-31 | 2023-06-15 |
| RO | Asset management | 2023-03-31 | 2023-06-15 | |
| Rep | Advising on securities | 2022-11-24 | 2023-03-31 | |
| Rep | Asset management | 2022-11-24 | 2023-03-31 | |
| Rep | Advising on corporate finance | 2022-11-24 | 2023-06-15 | |
| INFINI CAPITAL MANAGEMENT LIMITED | Rep | Asset management | 2020-05-29 | 2020-11-12 |
| ODYSSEY ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2017-09-08 | 2019-01-28 |
| RO | Asset management | 2017-09-08 | 2019-01-28 | |
| Symmetry Investments (Hong Kong) Limited | Rep | Asset management | 2015-01-09 | 2016-12-31 |