| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2026-09-01 | - |
| RO | Asset management | 2026-09-01 | - | |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Advising on securities | 2026-09-01 | - |
| Rep | Dealing in securities | 2026-09-01 | - | |
| Goldenwise Capital Group Limited | RO | Advising on securities | 2024-06-03 | 2026-05-31 |
| RO | Asset management | 2024-06-03 | 2026-05-31 |