| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2025-05-06 | 2026-08-07 |
| Rep | Dealing in securities | 2025-05-06 | 2026-08-07 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2025-05-06 | 2026-08-07 |
| Lion Global Financial Limited | Rep | Advising on securities | 2025-02-11 | 2025-03-31 |
| Rep | Dealing in securities | 2025-02-11 | 2025-03-31 |