| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2023-06-27 | - |
| Rep | Dealing in securities | 2023-01-19 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2023-01-19 | - |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2020-07-16 | 2022-12-16 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2020-07-16 | 2022-12-16 |