| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ZEROCAP HK LIMITED | RO | Advising on securities | 2025-05-29 | 2026-05-31 |
| RO | Asset management | 2025-05-29 | 2026-05-31 | |
| Higgs Fintech Limited | RO | Advising on securities | 2023-08-01 | 2024-06-30 |
| RO | Asset management | 2023-08-01 | 2024-06-30 | |
| Tongfang Securities Limited | RO | Advising on securities | 2022-04-04 | 2023-05-31 |
| RO | Asset management | 2022-04-04 | 2023-05-31 | |
| Rep | Advising on securities | 2022-03-11 | 2022-04-04 | |
| Rep | Asset management | 2022-03-11 | 2022-04-04 | |
| Rep | Dealing in securities | 2022-03-11 | 2023-05-31 | |
| Global Prosperity Financial Company Limited | Rep | Dealing in securities | 2019-10-03 | 2022-03-01 |
| RO | Advising on securities | 2019-07-31 | 2022-03-01 | |
| RO | Asset management | 2019-07-31 | 2022-03-01 | |
| SBI China Capital Asset Management Limited | RO | Advising on securities | 2018-09-18 | 2019-01-31 |
| RO | Asset management | 2016-08-31 | 2019-01-31 |