| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2025-05-23 | - |
| Rep | Dealing in securities | 2025-05-23 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2025-05-23 | - |
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2018-07-23 | 2025-05-02 |
| Rep | Dealing in securities | 2018-07-23 | 2025-05-02 | |
| Changjiang Futures (HK) Limited | Rep | Dealing in futures contracts | 2017-10-25 | 2018-07-13 |
| Changjiang Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2017-04-03 | 2018-07-13 |
| Ark Securities (Hong Kong) Limited | Rep | Dealing in securities | 2016-08-09 | 2017-03-03 |