| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wealth Harbour Investment & Management Co., Limited | RO | Dealing in securities | 2026-02-27 | - |
| RO | Advising on securities | 2022-03-14 | - | |
| RO | Asset management | 2022-03-14 | - | |
| Greencourt Financial Co., Limited | RO | Advising on securities | 2020-05-28 | 2021-12-31 |
| RO | Asset management | 2020-05-28 | 2021-12-31 | |
| RO | Dealing in securities | 2020-05-28 | 2021-12-31 | |
| Rep | Advising on securities | 2018-11-27 | 2020-05-28 | |
| Rep | Asset management | 2018-11-27 | 2020-05-28 | |
| Rep | Dealing in securities | 2018-11-27 | 2020-05-28 | |
| KEC Capital Company Limited | Rep | Asset management | 2016-10-07 | 2018-03-21 |