| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Golden Rich Securities Limited | RO | Advising on securities | 2026-03-06 | 2026-04-20 |
| RO | Dealing in securities | 2026-03-06 | 2026-04-20 | |
| Rep | Advising on securities | 2024-04-26 | 2026-03-06 | |
| Rep | Dealing in securities | 2024-04-26 | 2026-03-06 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2023-01-16 | 2024-03-19 |
| Grand Capital Futures Limited | Rep | Dealing in futures contracts | 2020-07-22 | 2022-10-24 |
| Grand Capital Securities Limited | Rep | Advising on securities | 2020-07-22 | 2022-10-24 |
| Rep | Asset management | 2020-07-22 | 2022-10-24 | |
| Rep | Dealing in securities | 2020-07-22 | 2022-10-24 |