| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Rockflow Securities Limited | RO | Advising on securities | 2026-01-20 | - |
| RO | Asset management | 2026-01-20 | - | |
| RO | Dealing in securities | 2026-01-20 | - | |
| Dongxing Securities (Hong Kong) Asset Management Company Limited | RO | Asset management | 2023-06-06 | 2024-04-30 |
| Rep | Asset management | 2021-06-01 | 2023-06-06 | |
| Rep | Advising on securities | 2021-06-01 | 2024-04-30 | |
| PAOCHU INVESTMENT ADVISORY LIMITED | Rep | Advising on securities | 2017-12-07 | 2021-05-25 |
| Rep | Asset management | 2017-12-07 | 2021-05-25 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2016-06-15 | 2017-11-12 |
| Rep | Asset management | 2016-06-15 | 2017-11-12 |