| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CN First Investment Management Limited | Rep | Asset management | 2026-07-15 | - |
| CN FIRST INTERNATIONAL FUTURES LIMITED | RO | Advising on futures contracts | 2026-06-04 | - |
| RO | Advising on securities | 2026-06-04 | - | |
| Rep | Advising on futures contracts | 2025-10-20 | 2026-06-04 | |
| Rep | Advising on securities | 2025-10-20 | 2026-06-04 | |
| RO | Dealing in futures contracts | 2024-12-24 | - | |
| RO | Dealing in securities | 2024-12-24 | - | |
| Rep | Dealing in securities | 2021-03-25 | 2024-12-24 | |
| Rep | Dealing in futures contracts | 2019-10-21 | 2024-12-24 |