| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2024-09-23 | - |
| Rep | Dealing in securities | 2024-09-23 | - | |
| iFAST Financial (HK) Limited | Rep | Asset management | 2023-06-09 | 2024-07-31 |
| iFAST Global Markets (HK) Limited | Rep | Asset management | 2023-06-09 | 2024-07-31 |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2022-08-08 | 2024-07-31 |
| Rep | Dealing in securities | 2022-08-08 | 2024-07-31 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2022-08-08 | 2024-07-31 |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2022-04-06 | 2024-07-31 |
| Rep | Dealing in securities | 2022-04-06 | 2024-07-31 |