| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHIEF SECURITIES LIMITED | Rep | Advising on securities | 2025-09-01 | - |
| Rep | Asset management | 2025-09-01 | - | |
| Rep | Dealing in securities | 2025-09-01 | - | |
| Rep | Advising on securities | 2025-08-18 | 2025-08-31 | |
| Rep | Asset management | 2025-08-18 | 2025-08-31 | |
| Rep | Dealing in securities | 2025-08-18 | 2025-08-31 | |
| CHIEF GREAT CHINA ASSETS MANAGEMENT LIMITED | Rep | Asset management | 2025-04-14 | - |
| SDHG International Asset Management Limited | Rep | Advising on securities | 2020-05-25 | 2025-03-12 |
| Rep | Asset management | 2020-04-20 | 2025-03-12 | |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | Rep | Asset management | 2017-06-08 | 2019-11-11 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2017-06-08 | 2019-11-11 |
| SOUTHWEST SECURITIES (HK) FUTURES LIMITED | Rep | Dealing in futures contracts | 2017-06-08 | 2018-05-11 |
| Haitong Futures Hong Kong Limited | Rep | Dealing in futures contracts | 2016-07-20 | 2017-05-17 |