| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Fortune Asset Management Limited (HK) | Rep | Asset management | 2024-01-02 | - |
| FORTUNE (HK) SECURITIES LIMITED | RO | Dealing in securities | 2020-01-17 | - |
| Rep | Dealing in securities | 2019-04-10 | 2020-01-17 | |
| Fortune Asset Management Limited (HK) | Rep | Advising on securities | 2019-04-10 | - |
| China Securities (International) Asset Management Company Limited | Rep | Advising on securities | 2017-09-28 | 2019-02-28 |
| Rep | Asset management | 2017-09-28 | 2019-02-28 | |
| China Securities (International) Brokerage Company Limited | Rep | Dealing in futures contracts | 2016-10-17 | 2019-02-28 |
| Rep | Dealing in securities | 2016-10-17 | 2019-02-28 | |
| BRIGHT SMART FUTURES & COMMODITIES COMPANY LIMITED | Rep | Dealing in futures contracts | 2010-11-09 | 2016-10-04 |
| BRIGHT SMART SECURITIES INTERNATIONAL (H.K.) LIMITED | Rep | Dealing in securities | 2010-11-09 | 2016-10-04 |