| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Senchi Morgan Assets Management Limited | RO | Advising on securities | 2025-02-13 | 2026-08-20 |
| RO | Asset management | 2025-02-13 | 2026-08-20 | |
| Senchi Morgan Capital Market Limited | RO | Dealing in securities | 2025-02-13 | 2026-08-20 |
| Golden Eagle Brokerage Limited | RO | Advising on securities | 2024-01-18 | 2024-12-06 |
| RO | Asset management | 2024-01-18 | 2024-12-06 | |
| RO | Dealing in securities | 2024-01-18 | 2024-12-06 | |
| Grand Rich (Hong Kong) International Limited | RO | Advising on securities | 2021-04-09 | 2023-05-30 |
| RO | Dealing in securities | 2021-04-09 | 2023-05-30 | |
| Grand Rich Global Group Limited | RO | Asset management | 2021-04-09 | 2023-05-30 |
| Grand Rich (Hong Kong) International Limited | Rep | Advising on securities | 2021-03-16 | 2021-04-09 |
| Rep | Dealing in securities | 2021-03-16 | 2021-04-09 | |
| Grand Rich Global Group Limited | Rep | Asset management | 2021-03-16 | 2021-04-09 |
| M&F ASSET MANAGEMENT LIMITED | RO | Asset management | 2019-08-16 | 2021-01-31 |
| RO | Advising on securities | 2019-08-15 | 2021-01-31 | |
| RO | Dealing in securities | 2019-08-15 | 2021-01-31 | |
| Rep | Asset management | 2016-10-27 | 2019-08-16 | |
| Rep | Advising on securities | 2016-03-08 | 2019-08-15 | |
| Rep | Dealing in securities | 2016-03-08 | 2019-08-15 |