| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2025-04-07 | - |
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Dealing in securities | 2025-04-07 | - |
| Everbright Securities Digital Finance (HK) Limited | Rep | Dealing in securities | 2025-04-07 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2025-04-07 | - |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2023-04-17 | 2025-03-20 |
| KGI ASIA LIMITED | Rep | Dealing in securities | 2023-03-10 | 2025-03-20 |
| CSC SECURITIES (HK) LIMITED | Rep | Advising on securities | 2022-06-09 | 2023-02-10 |
| Rep | Asset management | 2022-06-09 | 2023-02-10 | |
| Rep | Dealing in securities | 2021-08-05 | 2023-02-10 |