| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ShanZe Asset Management (Hong Kong) Limited | RO | Advising on securities | 2023-06-13 | - |
| RO | Asset management | 2023-06-13 | - | |
| Rep | Advising on securities | 2023-04-26 | 2023-06-13 | |
| Rep | Asset management | 2023-04-26 | 2023-06-13 | |
| Honghu Best Global Family Office Limited | RO | Advising on securities | 2021-06-09 | 2023-02-27 |
| RO | Asset management | 2021-06-09 | 2023-02-27 | |
| RO | Dealing in securities | 2021-06-09 | 2023-02-27 | |
| CHARLESWIN BULLION LIMITED | Rep | Advising on futures contracts | 2018-04-06 | 2019-11-05 |
| YICKO SECURITIES LIMITED | Rep | Advising on securities | 2017-07-19 | 2021-06-07 |
| CHARLESWIN BULLION LIMITED | Rep | Dealing in futures contracts | 2016-03-29 | 2019-11-05 |
| YICKO SECURITIES LIMITED | Rep | Asset management | 2016-03-29 | 2021-06-07 |
| Rep | Dealing in securities | 2016-03-29 | 2021-06-07 |