| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Vision Wealth Capital Limited | RO | Advising on securities | 2026-07-24 | - |
| RO | Asset management | 2026-07-24 | - | |
| Alpha Nova Capital Management Limited | RO | Advising on securities | 2023-10-24 | 2025-06-08 |
| RO | Asset management | 2023-10-24 | 2025-06-08 | |
| Pearl International Securities Limited | RO | Advising on securities | 2021-11-16 | 2023-08-31 |
| RO | Asset management | 2021-11-16 | 2023-08-31 | |
| RO | Dealing in securities | 2021-11-16 | 2023-08-31 | |
| Alpha Win Capital Limited | RO | Advising on securities | 2019-03-06 | 2021-10-29 |
| RO | Asset management | 2019-03-06 | 2021-10-29 | |
| RO | Dealing in securities | 2019-03-06 | 2021-10-29 | |
| AMBER HILL CAPITAL LIMITED | RO | Advising on securities | 2017-05-29 | 2019-02-12 |
| Rep | Asset management | 2016-12-22 | 2019-02-12 | |
| Sinostar Asset Management Limited | Rep | Asset management | 2015-10-12 | 2016-10-17 |
| BOCI SECURITIES LIMITED | Rep | Dealing in futures contracts | 2010-03-08 | 2013-01-16 |
| Rep | Advising on securities | 2008-06-18 | 2013-01-16 | |
| Rep | Dealing in securities | 2008-06-18 | 2013-01-16 |