| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2026-04-27 | - |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2026-04-27 | - |
| BC Global Asset Management Limited | Rep | Dealing in securities | 2024-06-12 | 2026-04-02 |
| Rep | Advising on securities | 2024-05-17 | 2026-04-02 | |
| Rep | Asset management | 2024-05-17 | 2026-04-02 |