| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2026-03-16 | - |
| Rep | Dealing in securities | 2026-03-16 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2026-03-16 | - |
| BOCOM International Asset Management Limited | Rep | Advising on securities | 2024-10-04 | 2026-02-26 |
| Rep | Dealing in securities | 2024-10-04 | 2026-02-26 | |
| Rep | Asset management | 2022-04-11 | 2026-02-26 |