| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CreditEase Wealth Management (HK) Limited | RO | Advising on securities | 2025-07-02 | - |
| RO | Asset management | 2025-07-02 | - | |
| HERITVEST WEALTH MANAGEMENT (HONG KONG) CO., LIMITED | RO | Advising on securities | 2024-01-29 | - |
| RO | Asset management | 2024-01-29 | - | |
| RO | Dealing in securities | 2024-01-29 | - | |
| Rep | Advising on securities | 2023-12-04 | 2024-01-29 | |
| Rep | Asset management | 2023-12-04 | 2024-01-29 | |
| Rep | Dealing in securities | 2023-12-04 | 2024-01-29 | |
| ARK GROUP HOLDINGS (HONG KONG) LIMITED | RO | Advising on securities | 2022-05-27 | 2023-07-04 |
| RO | Asset management | 2022-05-27 | 2023-07-04 | |
| RO | Dealing in securities | 2022-05-27 | 2023-07-04 |