| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ALL WELL CAPITAL LIMITED | RO | Advising on securities | 2025-08-01 | - |
| RO | Asset management | 2025-08-01 | - | |
| Rep | Advising on securities | 2025-07-15 | 2025-08-01 | |
| Rep | Asset management | 2025-07-15 | 2025-08-01 | |
| Crosby Securities Limited | RO | Advising on securities | 2024-05-23 | 2025-04-01 |
| RO | Asset management | 2024-05-23 | 2025-04-01 | |
| RO | Dealing in securities | 2024-05-23 | 2025-04-01 | |
| Rep | Advising on securities | 2024-04-12 | 2024-05-23 | |
| Rep | Asset management | 2024-04-12 | 2024-05-23 | |
| Rep | Dealing in securities | 2024-04-12 | 2024-05-23 | |
| Venture Smart Asia Limited | RO | Advising on securities | 2021-09-17 | 2024-04-11 |
| RO | Asset management | 2021-09-17 | 2024-04-11 | |
| RO | Dealing in securities | 2021-09-17 | 2024-04-11 | |
| Rep | Advising on securities | 2021-04-07 | 2021-09-17 | |
| Rep | Asset management | 2021-04-07 | 2021-09-17 | |
| Rep | Dealing in securities | 2021-04-07 | 2021-09-17 | |
| ROYSTON SECURITIES LIMITED (GBEN) | RO | Advising on securities | 2019-03-14 | 2021-02-28 |
| RO | Asset management | 2019-03-14 | 2021-02-28 | |
| RO | Dealing in securities | 2019-03-14 | 2021-02-28 | |
| China Hong Kong Capital Asset Management Company Limited | RO | Asset management | 2017-12-11 | 2018-11-16 |
| RO | Dealing in securities | 2017-12-11 | 2018-11-16 | |
| Minerva Asset Global Investment Capital Limited | RO | Asset management | 2016-06-28 | 2017-12-01 |
| Minerva Holding Financial Securities Limited | Rep | Dealing in securities | 2016-02-29 | 2017-12-01 |
| oOo Securities (HK) Group Limited | Rep | Asset management | 2013-08-16 | 2016-01-30 |
| Rep | Dealing in securities | 2010-12-06 | 2016-01-30 |