| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Funde Investment Management Limited | Rep | Asset management | 2023-12-22 | 2025-07-31 |
| Funde Securities Limited | Rep | Advising on securities | 2023-12-22 | 2025-07-31 |
| Rep | Dealing in securities | 2023-12-22 | 2025-07-31 | |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on futures contracts | 2021-08-02 | 2023-06-23 |
| Rep | Advising on securities | 2021-08-02 | 2023-06-23 | |
| Rep | Asset management | 2021-08-02 | 2023-06-23 | |
| Rep | Dealing in securities | 2021-08-02 | 2023-06-23 |