| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Funderstone Futures Limited | Rep | Advising on futures contracts | 2024-01-12 | - |
| Rep | Asset management | 2024-01-12 | - | |
| Funderstone Securities Limited | Rep | Advising on securities | 2024-01-12 | - |
| Rep | Asset management | 2024-01-12 | - | |
| HAITONG INTERNATIONAL ASSET MANAGEMENT LIMITED | Rep | Advising on futures contracts | 2021-10-28 | 2023-12-01 |
| Rep | Advising on securities | 2021-10-28 | 2023-12-01 | |
| Rep | Asset management | 2021-10-28 | 2023-12-01 | |
| HAITONG INTERNATIONAL ASSET MANAGEMENT (HK) LIMITED | Rep | Advising on futures contracts | 2021-04-27 | 2022-02-24 |
| Rep | Advising on securities | 2021-04-27 | 2022-02-24 | |
| Rep | Asset management | 2021-04-27 | 2022-02-24 | |
| HAITONG INTERNATIONAL INVESTMENT MANAGERS LIMITED | Rep | Advising on securities | 2021-04-27 | 2022-02-24 |
| Rep | Asset management | 2021-04-27 | 2022-02-24 | |
| Rep | Dealing in securities | 2021-04-27 | 2022-02-24 |