| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BOCOM International Securities Limited | Rep | Dealing in futures contracts | 2011-08-02 | 2026-08-10 |
| Rep | Dealing in securities | 2011-08-02 | 2026-08-10 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2004-11-03 | 2011-07-15 |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on corporate finance | - | 2004-03-11 |
| Rep | Providing automated trading services | - | 2004-03-11 | |
| Rep | Advising on securities | - | 2004-04-28 | |
| Rep | Asset management | - | 2004-04-28 | |
| Rep | Dealing in securities | - | 2011-07-15 |