| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2024-08-16 | - |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2023-11-22 | - |
| Rep | Dealing in securities | 2023-11-22 | - | |
| CMB International Securities Limited | Rep | Advising on securities | 2020-11-16 | 2023-06-06 |
| Rep | Dealing in securities | 2020-11-16 | 2023-06-06 |