| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HAITONG INTERNATIONAL FUTURES LIMITED | Rep | Advising on futures contracts | 2025-08-05 | 2026-03-18 |
| Rep | Dealing in futures contracts | 2025-08-05 | 2026-03-18 | |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2025-08-05 | 2026-03-18 |
| Rep | Dealing in securities | 2025-08-05 | 2026-03-18 | |
| WRise Wealth Management (Hong Kong) Limited | Rep | Advising on securities | 2024-05-06 | 2025-01-09 |
| Rep | Asset management | 2024-05-06 | 2025-01-09 | |
| Rep | Dealing in securities | 2024-05-06 | 2025-01-09 | |
| JVSakk Asset Management Limited | Rep | Asset management | 2020-09-18 | 2021-12-31 |