| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Delftware Capital Management (HK) Limited | Rep | Advising on securities | 2026-06-03 | - |
| Rep | Asset management | 2026-06-03 | - | |
| Rep | Dealing in securities | 2026-06-03 | - | |
| Solo Asset Management Limited | Rep | Asset management | 2019-07-22 | 2022-12-29 |
| Rep | Advising on futures contracts | 2019-07-02 | 2022-12-29 | |
| Rep | Advising on securities | 2019-07-02 | 2022-12-29 | |
| Solo Futures Limited | Rep | Dealing in futures contracts | 2019-07-02 | 2022-12-29 |
| Solo Securities Limited | Rep | Dealing in securities | 2019-07-02 | 2022-12-29 |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Advising on futures contracts | 2016-05-05 | 2019-04-11 |
| Rep | Dealing in futures contracts | 2016-05-05 | 2019-04-11 | |
| Rep | Advising on securities | 2016-03-21 | 2019-04-11 | |
| Rep | Dealing in securities | 2016-03-21 | 2019-04-11 |