| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2026-02-25 | - |
| Rep | Dealing in securities | 2026-02-25 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2026-02-25 | - |
| Credit Suisse (Hong Kong) Limited | Rep | Dealing in futures contracts | 2015-12-14 | 2022-05-31 |
| Rep | Dealing in securities | 2015-12-14 | 2022-05-31 |