| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| One Heritage Capital Management Limited | RO | Advising on securities | 2021-01-21 | 2024-04-10 |
| RO | Asset management | 2021-01-21 | 2024-04-10 | |
| Crescendo Greater China Limited | RO | Asset management | 2020-07-30 | 2021-01-01 |
| Rep | Asset management | 2019-05-02 | 2020-07-30 | |
| SBI China Capital Asset Management Limited | Rep | Asset management | 2018-07-30 | 2019-01-31 |
| SBI China Capital Financial Services Limited | Rep | Advising on securities | 2018-07-30 | 2019-01-31 |
| Rep | Dealing in securities | 2018-07-30 | 2019-01-31 | |
| China Enterprise Securities Company Limited | Rep | Advising on securities | 2017-06-08 | 2017-10-31 |
| Rep | Asset management | 2017-06-08 | 2017-10-31 | |
| Rep | Dealing in securities | 2017-06-08 | 2017-10-31 | |
| YUE XIU FUTURES COMPANY LIMITED | Rep | Dealing in futures contracts | 2017-02-02 | 2017-05-05 |