| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Greater Bay Area Development Fund Management Limited | RO | Advising on securities | 2019-04-15 | 2020-03-31 |
| RO | Asset management | 2019-04-15 | 2020-03-31 | |
| RO | Dealing in securities | 2019-04-15 | 2020-03-31 | |
| Great Wall Pan Asia Asset Management Limited | RO | Asset management | 2016-11-29 | 2018-11-01 |
| RO | Advising on securities | 2015-11-05 | 2018-11-01 | |
| RO | Dealing in securities | 2015-11-05 | 2018-11-01 | |
| Rep | Advising on securities | 2015-09-01 | 2015-11-05 | |
| Rep | Dealing in securities | 2015-09-01 | 2015-11-05 | |
| Rep | Asset management | 2015-09-01 | 2016-11-29 | |
| CCB INTERNATIONAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2013-02-19 | 2015-08-13 |
| RO | Dealing in securities | 2013-02-19 | 2015-08-13 | |
| Rep | Dealing in securities | 2012-04-27 | 2013-02-19 | |
| Rep | Advising on securities | 2012-02-21 | 2013-02-19 | |
| Rep | Asset management | 2012-02-21 | 2015-08-13 | |
| CCB INTERNATIONAL SECURITIES LIMITED | Rep | Advising on securities | 2009-10-16 | 2012-02-06 |
| Rep | Dealing in securities | 2009-10-16 | 2012-02-06 | |
| J.P. MORGAN BROKING (HONG KONG) LIMITED | Rep | Advising on securities | 2006-05-19 | 2009-04-29 |
| Rep | Dealing in securities | 2006-05-19 | 2009-04-29 |