| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Asset Management (HK) Limited | RO | Asset management | 2026-09-03 | - |
| CITIC Securities International Global Markets Limited | RO | Advising on securities | 2025-01-21 | - |
| RO | Dealing in futures contracts | 2025-01-21 | - | |
| RO | Dealing in securities | 2025-01-21 | - | |
| Rep | Dealing in securities | 2024-10-16 | 2025-01-21 | |
| Rep | Dealing in securities | 2020-09-01 | 2021-06-17 |