| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Grand China Securities Limited | RO | Advising on securities | 2023-05-05 | - |
| RO | Asset management | 2023-02-13 | - | |
| RO | Dealing in futures contracts | 2023-02-13 | - | |
| RO | Dealing in securities | 2022-12-20 | - | |
| QUANTSMILE (HK) LIMITED | RO | Asset management | 2019-07-16 | 2022-10-31 |
| Rep | Asset management | 2017-04-03 | 2019-07-16 | |
| T G SECURITIES LIMITED | RO | Dealing in futures contracts | 2016-12-08 | 2022-10-31 |
| RO | Dealing in securities | 2016-12-08 | 2022-10-31 | |
| Rep | Dealing in futures contracts | 2016-10-19 | 2016-12-08 | |
| Rep | Dealing in securities | 2016-10-19 | 2016-12-08 | |
| BOCOM International Securities Limited | Rep | Dealing in futures contracts | 2009-11-26 | 2016-10-03 |
| Rep | Dealing in securities | 2009-04-27 | 2016-10-03 |