| 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 | Rep | Advising on securities | 2023-07-13 | 2025-12-02 |
| Rep | Asset management | 2023-07-13 | 2025-12-02 | |
| Rep | Dealing in securities | 2023-07-13 | 2025-12-02 | |
| Safari Asia Limited | Rep | Advising on securities | 2021-09-16 | 2023-04-21 |
| Rep | Asset management | 2021-09-16 | 2023-04-21 | |
| Rep | Dealing in securities | 2021-09-16 | 2023-04-21 |