| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CS Wealth Securities Limited | Rep | Dealing in securities | 2024-12-12 | 2025-11-28 |
| BRIGHT SMART FUTURES & COMMODITIES COMPANY LIMITED | Rep | Dealing in futures contracts | 2023-07-18 | 2024-08-01 |
| BRIGHT SMART SECURITIES INTERNATIONAL (H.K.) LIMITED | Rep | Dealing in securities | 2023-06-15 | 2024-08-01 |
| GREAT BAY SECURITIES LIMITED | Rep | Advising on securities | 2022-04-25 | 2023-01-31 |
| Rep | Asset management | 2022-04-25 | 2023-01-31 | |
| Rep | Dealing in securities | 2022-04-25 | 2023-01-31 | |
| Soochow Securities International Futures Limited | Rep | Dealing in futures contracts | 2021-02-01 | 2021-12-31 |
| Soochow Securities International Brokerage Limited | Rep | Dealing in securities | 2021-01-04 | 2021-12-31 |
| Differ Asset Management Company Limited | Rep | Asset management | 2020-10-23 | 2020-11-20 |
| Differ Financial and Securities Limited | Rep | Dealing in securities | 2020-06-12 | 2020-11-20 |