| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Union Insight Asset Management Limited | RO | Advising on securities | 2025-05-02 | 2026-04-30 |
| RO | Asset management | 2025-05-02 | 2026-04-30 | |
| Rockflow Securities Limited | RO | Advising on securities | 2019-07-09 | 2024-09-30 |
| RO | Asset management | 2019-07-09 | 2024-09-30 | |
| RO | Dealing in securities | 2019-07-09 | 2024-09-30 | |
| Rep | Asset management | 2018-11-06 | 2019-07-09 | |
| Rep | Dealing in securities | 2018-10-30 | 2019-07-09 | |
| Guosen Securities (HK) Brokerage Company, Limited | Rep | Advising on securities | 2018-04-04 | 2018-10-19 |
| Rep | Dealing in futures contracts | 2018-03-28 | 2018-10-19 | |
| Rep | Dealing in securities | 2018-03-28 | 2018-10-19 | |
| FIRST SHANGHAI FUTURES LIMITED | Rep | Dealing in futures contracts | 2015-11-16 | 2018-03-16 |
| FIRST SHANGHAI SECURITIES LIMITED | Rep | Dealing in securities | 2015-07-16 | 2018-03-16 |