| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wanyan Capital (HK) Limited | RO | Advising on securities | 2026-03-27 | - |
| RO | Asset management | 2026-03-27 | - | |
| China Pinnacle Equity Management Limited | RO | Advising on securities | 2025-04-15 | 2025-12-05 |
| RO | Asset management | 2022-06-28 | 2025-12-05 | |
| Rep | Asset management | 2022-03-10 | 2022-06-28 | |
| Rep | Advising on securities | 2022-03-10 | 2025-04-15 | |
| HCEP Management Limited | Rep | Asset management | 2021-02-11 | 2021-12-06 |
| CIF Asset Management Limited | Rep | Asset management | 2020-09-02 | 2020-11-15 |
| 3W Fund Management Limited | Rep | Asset management | 2018-08-28 | 2018-09-06 |
| GUOSEN SECURITIES (HK) ASSET MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2017-07-24 | 2018-08-20 |
| Rep | Asset management | 2017-07-24 | 2018-08-20 | |
| Rep | Dealing in securities | 2017-07-24 | 2018-08-20 | |
| Central Universe Futures Limited | Rep | Dealing in futures contracts | 2016-07-06 | 2017-06-30 |