| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Chenteng Capital Limited | RO | Advising on securities | 2026-03-18 | - |
| RO | Asset management | 2026-03-18 | - | |
| SUCCESS ADVANCE INVESTMENTS LIMITED | RO | Advising on securities | 2024-10-09 | 2026-01-30 |
| RO | Asset management | 2024-10-09 | 2026-01-30 | |
| Ocean Cedar Asset Management Company Limited | RO | Advising on securities | 2023-05-15 | 2024-08-15 |
| RO | Asset management | 2023-05-15 | 2024-08-15 | |
| SoFi Securities (Hong Kong) Limited | Rep | Advising on securities | 2020-03-23 | 2022-09-30 |
| Rep | Dealing in securities | 2020-03-23 | 2022-09-30 | |
| Kirin Asset Management Limited | Rep | Asset management | 2018-10-22 | 2020-03-13 |
| Kirin Securities Limited | Rep | Advising on securities | 2018-10-22 | 2020-03-13 |
| Rep | Dealing in securities | 2017-11-28 | 2020-03-13 | |
| GEO Securities Limited | Rep | Dealing in securities | 2015-10-09 | 2016-05-20 |