| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SINO-EURO BUSINESS LIMITED | RO | Advising on securities | 2026-06-18 | - |
| RO | Asset management | 2026-06-18 | - | |
| EM Asset Management Limited | RO | Advising on securities | 2024-05-02 | 2025-01-06 |
| RO | Asset management | 2024-05-02 | 2025-01-06 | |
| Rep | Advising on securities | 2024-03-27 | 2024-05-02 | |
| Rep | Asset management | 2024-03-27 | 2024-05-02 | |
| Qeelyn Analytics Asset Management Limited | RO | Advising on securities | 2023-11-28 | 2024-03-19 |
| RO | Asset management | 2023-11-28 | 2024-03-19 | |
| Rep | Advising on securities | 2023-11-10 | 2023-11-28 | |
| Rep | Asset management | 2023-11-10 | 2023-11-28 | |
| Cheung On Securities Limited | RO | Dealing in securities | 2021-03-02 | 2022-01-28 |
| RO | Advising on securities | 2021-03-02 | 2023-07-20 | |
| RO | Asset management | 2021-03-02 | 2023-07-20 | |
| Lion Global Financial Limited | Rep | Dealing in securities | 2018-11-21 | 2020-01-15 |
| Rep | Advising on securities | 2018-10-31 | 2020-01-15 | |
| CMS ASSET MANAGEMENT (HK) CO., LIMITED | Rep | Advising on securities | 2018-05-03 | 2018-10-16 |
| Rep | Asset management | 2018-05-03 | 2018-10-16 | |
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | Rep | Advising on securities | 2015-05-13 | 2018-04-13 |
| Rep | Asset management | 2015-05-13 | 2018-04-13 | |
| Rep | Dealing in securities | 2015-05-13 | 2018-04-13 |