| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2018-01-22 | 2025-06-20 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2017-11-20 | - |
| Rep | Dealing in securities | 2017-11-20 | - | |
| CHINA EVERBRIGHT FOREX & FUTURES (HK) LIMITED | Rep | Dealing in futures contracts | 2011-08-30 | 2024-12-31 |
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Dealing in securities | 2008-07-29 | - |
| Rep | Advising on securities | 2008-06-25 | 2024-02-23 | |
| BMI FUNDS MANAGEMENT LIMITED | Rep | Advising on securities | 2006-02-01 | 2008-06-14 |