| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Rakuten Securities Hong Kong Limited | RO | Leveraged foreign exchange trading | 2026-02-13 | - |
| Rep | Leveraged foreign exchange trading | 2025-04-07 | 2026-02-13 | |
| Saxo Capital Markets HK Limited | Rep | Asset management | 2023-02-22 | 2025-02-28 |
| Rep | Dealing in futures contracts | 2023-02-22 | 2025-02-28 | |
| Rep | Dealing in securities | 2023-02-22 | 2025-02-28 | |
| Rep | Leveraged foreign exchange trading | 2023-02-22 | 2025-02-28 | |
| Rep | Advising on securities | 2023-02-10 | 2025-02-28 | |
| CMB International Global Markets Limited | Rep | Advising on securities | 2022-01-26 | 2022-10-07 |
| CMB International Securities Limited | Rep | Advising on securities | 2021-09-09 | 2022-05-05 |