| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| XinXi Asset Management (Hong Kong) Limited | RO | Advising on securities | 2025-12-16 | - |
| RO | Asset management | 2025-12-16 | - | |
| RO | Dealing in securities | 2025-12-16 | - | |
| WRise Wealth Management (Hong Kong) Limited | RO | Advising on securities | 2023-10-11 | 2025-09-01 |
| RO | Asset management | 2023-10-11 | 2025-09-01 | |
| RO | Dealing in securities | 2023-10-11 | 2025-09-01 | |
| Rep | Advising on securities | 2023-05-29 | 2023-10-11 | |
| Rep | Asset management | 2023-05-29 | 2023-10-11 | |
| Rep | Dealing in securities | 2023-05-29 | 2023-10-11 | |
| Safari Asia Limited | Rep | Advising on securities | 2021-09-03 | 2023-04-22 |
| Rep | Asset management | 2021-09-03 | 2023-04-22 | |
| Rep | Dealing in securities | 2021-09-03 | 2023-04-22 |