| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Grand China Securities Limited | RO | Asset management | 2023-02-13 | 2023-08-13 |
| RO | Dealing in futures contracts | 2023-02-13 | 2023-08-13 | |
| RO | Advising on securities | 2021-06-07 | 2026-02-13 | |
| RO | Dealing in securities | 2020-07-22 | 2026-02-13 | |
| TANG PING KONG LIMITED | RO | Dealing in securities | 2020-01-31 | 2020-04-17 |
| Rep | Advising on securities | 2017-03-20 | 2020-04-17 | |
| Rep | Asset management | 2017-03-20 | 2020-04-17 | |
| Rep | Dealing in securities | 2016-08-31 | 2020-01-31 | |
| IDS FOREX HK LIMITED | Rep | Leveraged foreign exchange trading | 2015-11-20 | 2016-07-15 |