| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | Rep | Dealing in securities | 2025-08-20 | - |
| CLSA LIMITED | Rep | Dealing in securities | 2021-06-09 | 2025-11-27 |
| CITIC CLSA Capital Partners HK Limited | Rep | Advising on securities | 2021-01-14 | - |
| Rep | Asset management | 2021-01-14 | - | |
| CSI Partners HK Limited | Rep | Asset management | 2018-11-07 | 2020-12-30 |
| Rep | Advising on securities | 2017-02-14 | 2020-12-30 |