| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ALLIANCE PARTNERS CAPITAL LIMITED (b2018-02-01) | RO | Advising on securities | 2024-12-23 | - |
| RO | Asset management | 2024-12-23 | - | |
| RO | Dealing in securities | 2024-12-23 | - | |
| Sinocon Securities International Limited | RO | Dealing in securities | 2017-07-20 | 2024-12-13 |
| Sinocon Capital International Limited | RO | Advising on securities | 2017-06-27 | 2024-12-13 |
| RO | Asset management | 2017-06-27 | 2024-12-13 | |
| CACHET ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2017-01-13 | 2017-04-27 |
| RO | Asset management | 2017-01-13 | 2017-04-27 | |
| RO | Dealing in securities | 2017-01-13 | 2017-04-27 | |
| Rep | Advising on securities | 2015-02-13 | 2017-01-13 | |
| Rep | Asset management | 2015-02-13 | 2017-01-13 | |
| Rep | Dealing in securities | 2015-02-13 | 2017-01-13 | |
| BOCI SECURITIES LIMITED | Rep | Leveraged foreign exchange trading | 2011-09-12 | 2014-11-26 |
| Rep | Dealing in futures contracts | 2007-08-30 | 2015-01-20 | |
| Rep | Dealing in securities | 2007-08-30 | 2015-01-20 |