| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CMB INTERNATIONAL FUTURES LIMITED | Rep | Dealing in futures contracts | 2024-03-19 | - |
| CMB International Securities Limited | Rep | Advising on securities | 2023-05-19 | - |
| Rep | Dealing in securities | 2023-05-19 | - | |
| China Sunrise Asset Management Limited | Rep | Advising on securities | 2022-12-08 | 2023-04-21 |
| Rep | Asset management | 2022-12-08 | 2023-04-21 | |
| Rep | Dealing in securities | 2022-12-08 | 2023-04-21 | |
| CR Wealth and Asset Management Limited | Rep | Advising on securities | 2021-02-08 | 2022-06-22 |
| Rep | Dealing in securities | 2021-02-08 | 2022-06-22 | |
| Rep | Asset management | 2020-03-02 | 2022-06-22 | |
| China Renaissance Securities (Hong Kong) Limited | Rep | Advising on securities | 2019-11-08 | 2022-06-22 |
| Rep | Dealing in securities | 2019-11-08 | 2022-06-22 | |
| XinKong International Securities Limited | Rep | Advising on corporate finance | 2016-06-23 | 2016-08-13 |
| Rep | Dealing in securities | 2016-06-23 | 2016-08-13 |