| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Heavenly Wealth Management Limited | RO | Advising on securities | 2026-02-02 | - |
| RO | Asset management | 2026-02-02 | - | |
| RO | Dealing in securities | 2026-02-02 | - | |
| Rep | Advising on securities | 2026-01-12 | 2026-02-02 | |
| Rep | Asset management | 2026-01-12 | 2026-02-02 | |
| Rep | Dealing in securities | 2026-01-12 | 2026-02-02 | |
| VP Wealth Management (Hong Kong) Limited | RO | Advising on securities | 2024-04-22 | 2025-07-24 |
| RO | Dealing in securities | 2024-04-22 | 2025-07-24 | |
| Rep | Advising on securities | 2022-08-01 | 2024-04-22 | |
| Rep | Dealing in securities | 2022-08-01 | 2024-04-22 |