| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SINOFIDES SECURITIES LIMITED | RO | Advising on securities | 2024-10-08 | - |
| RO | Dealing in securities | 2024-10-08 | - | |
| PROFIT ACCESS INVESTMENTS LIMITED | RO | Dealing in securities | 2021-04-15 | 2022-09-19 |
| RO | Advising on securities | 2021-04-15 | 2022-10-26 | |
| RO | Asset management | 2021-04-15 | 2022-10-26 | |
| Rep | Asset management | 2021-02-22 | 2021-04-15 | |
| Rep | Dealing in securities | 2021-02-22 | 2021-04-15 | |
| HF Asset Management Limited (HK) | RO | Asset management | 2020-11-02 | 2021-01-13 |
| HF Securities and Futures Limited | Rep | Dealing in securities | 2020-11-02 | 2021-01-13 |
| KINGSTON SECURITIES LIMITED | Rep | Dealing in securities | 2019-06-05 | 2020-07-01 |
| KINGSTON ASSET MANAGEMENT LIMITED | RO | Asset management | 2018-09-28 | 2020-07-01 |
| Azure Lion International Asset Management Company Limited | RO | Asset management | 2017-05-31 | 2018-08-31 |
| Yuexiu REIT Asset Management Limited | Rep | Asset management | 2014-01-14 | 2017-04-30 |