| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Epochs Research Limited | RO | Advising on securities | 2026-09-04 | - |
| RO | Asset management | 2026-09-04 | - | |
| For Wise (HK) Limited | RO | Advising on securities | 2023-02-09 | 2025-06-30 |
| RO | Asset management | 2023-02-09 | 2025-06-30 | |
| Rep | Advising on securities | 2023-01-09 | 2023-02-09 | |
| Rep | Asset management | 2023-01-09 | 2023-02-09 | |
| ROYAL MORGAN FUND MANAGEMENT CO. LIMITED | RO | Dealing in securities | 2022-03-17 | 2022-10-31 |
| RO | Advising on securities | 2021-12-17 | 2022-10-31 | |
| RO | Asset management | 2021-12-17 | 2022-10-31 | |
| Rep | Dealing in securities | 2021-12-07 | 2022-03-17 | |
| Rep | Advising on securities | 2021-11-29 | 2021-12-17 | |
| Rep | Asset management | 2021-11-29 | 2021-12-17 | |
| PIXIU ASSET MANAGEMENT LIMITED (TRADING AS APX FORTUNA) | RO | Advising on securities | 2020-02-14 | 2021-06-20 |
| RO | Asset management | 2020-02-14 | 2021-06-20 |