| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ORIENT SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2026-02-03 | - |
| Rep | Dealing in securities | 2026-02-03 | - | |
| uSmart Securities Limited | Rep | Advising on securities | 2024-11-04 | 2025-12-27 |
| Rep | Asset management | 2024-11-04 | 2025-12-27 | |
| Rep | Dealing in securities | 2024-11-04 | 2025-12-27 | |
| SHENWAN HONGYUAN RESEARCH (H.K.) LIMITED | Rep | Advising on futures contracts | 2022-10-21 | 2024-10-14 |
| Rep | Advising on securities | 2022-09-30 | 2024-10-14 | |
| Central China International Securities Co., Limited | Rep | Advising on securities | 2021-12-03 | 2022-09-04 |
| Rep | Dealing in securities | 2021-12-03 | 2022-09-04 | |
| BaoQiao Partners Capital Limited | Rep | Advising on corporate finance | 2021-10-29 | 2021-11-03 |
| JMC Capital HK Limited | Rep | Advising on securities | 2020-11-23 | 2021-09-30 |
| Rep | Asset management | 2020-11-23 | 2021-09-30 | |
| Rep | Dealing in securities | 2020-11-23 | 2021-09-30 |