| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SDG Asset Management (HK) Limited | RO | Advising on securities | 2024-11-08 | 2025-09-14 |
| RO | Asset management | 2024-11-08 | 2025-09-14 | |
| Rep | Advising on securities | 2024-07-25 | 2024-11-08 | |
| Rep | Asset management | 2024-07-25 | 2024-11-08 | |
| Fortune Asset Management Limited (HK) | RO | Advising on securities | 2024-05-23 | 2024-06-30 |
| RO | Asset management | 2024-05-23 | 2024-06-30 | |
| Rep | Advising on securities | 2023-06-05 | 2024-05-23 | |
| Rep | Asset management | 2023-06-05 | 2024-05-23 | |
| SDG Asset Management (HK) Limited | Rep | Advising on securities | 2017-03-15 | 2023-05-21 |
| Rep | Asset management | 2017-03-15 | 2023-05-21 | |
| Zynergy Asset Management Limited | Rep | Asset management | 2015-08-21 | 2017-02-17 |