| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everglow Investments Manager (Asia) Limited | RO | Advising on securities | 2024-10-31 | - |
| RO | Asset management | 2024-10-31 | - | |
| RO | Dealing in securities | 2024-10-31 | - | |
| YUANTA FUTURES (HK) CO., LIMITED | RO | Asset management | 2021-08-03 | 2022-02-28 |
| Rep | Dealing in securities | 2019-11-20 | 2022-02-28 | |
| KGI ASIA LIMITED | RO | Dealing in securities | 2018-01-11 | 2018-10-19 |
| Rep | Dealing in securities | 2017-10-03 | 2018-01-11 | |
| Rep | Dealing in securities | 2017-03-10 | 2017-10-02 | |
| KGI Asset Management Limited | Rep | Asset management | 2017-03-10 | 2018-10-19 |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2017-03-10 | 2018-10-19 |
| KGI SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2017-03-10 | 2017-10-02 |