| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Sino Cornerstone Capital Limited | RO | Advising on securities | 2024-05-21 | - |
| RO | Asset management | 2024-05-21 | - | |
| LeZi Capital Limited | RO | Asset management | 2020-12-18 | 2023-07-31 |
| GREEN HARMONY CAPITAL LIMITED | RO | Asset management | 2019-05-07 | 2020-03-17 |
| STELLAR ASSET MANAGEMENT HONG KONG CO., LIMITED | RO | Advising on securities | 2017-12-19 | 2018-10-31 |
| RO | Asset management | 2017-12-19 | 2018-10-31 | |
| Giant Venture Asset Management Limited | RO | Asset management | 2017-01-11 | 2017-04-15 |
| BOCI RESEARCH LIMITED | Rep | Advising on securities | 2008-08-15 | 2013-09-11 |
| GAVEKAL CAPITAL LIMITED | Rep | Asset management | 2008-04-23 | 2008-06-05 |
| CC Finance Limited | Rep | Advising on securities | 2006-09-25 | 2007-01-23 |
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2004-11-11 | 2006-07-21 |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2004-11-11 | 2006-07-21 |