| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WE Asset Management Limited | RO | Advising on securities | 2026-09-04 | - |
| RO | Asset management | 2026-09-04 | - | |
| WE Securities Limited | RO | Dealing in securities | 2026-09-04 | - |
| DaoDe Investment (HK) Asset Management Limited | RO | Advising on securities | 2025-09-17 | 2025-12-11 |
| RO | Asset management | 2025-09-17 | 2025-12-11 | |
| Easy Fund Management Company Limited | RO | Advising on securities | 2023-11-14 | 2025-04-30 |
| RO | Asset management | 2023-11-14 | 2025-04-30 | |
| Rep | Advising on securities | 2023-11-02 | 2023-11-14 | |
| Rep | Asset management | 2023-11-02 | 2023-11-14 | |
| JA SECURITIES LIMITED | RO | Asset management | 2022-12-06 | 2023-03-31 |
| RO | Advising on securities | 2022-08-01 | 2023-03-31 | |
| RO | Dealing in securities | 2022-08-01 | 2023-03-31 | |
| Rep | Advising on securities | 2022-04-12 | 2022-08-01 | |
| Rep | Dealing in securities | 2022-04-12 | 2022-08-01 | |
| Carnegie Hill Capital Partners Limited | RO | Advising on securities | 2021-08-27 | 2022-04-01 |
| RO | Asset management | 2021-08-27 | 2022-04-01 | |
| RO | Dealing in securities | 2021-08-27 | 2022-04-01 | |
| Rep | Advising on securities | 2021-08-19 | 2021-08-27 | |
| Rep | Asset management | 2021-08-19 | 2021-08-27 | |
| Rep | Dealing in securities | 2021-08-19 | 2021-08-27 |