| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| TS Capital Partners (Hong Kong) Limited | RO | Advising on securities | 2026-01-16 | - |
| RO | Dealing in securities | 2026-01-16 | - | |
| CC Finance Limited | Rep | Advising on securities | 2006-06-07 | 2024-12-31 |
| Vision Capital Investment Management Limited | Rep | Advising on futures contracts | 2004-03-18 | 2004-07-30 |
| Rep | Advising on securities | 2004-03-18 | 2004-07-30 | |
| Rep | Asset management | 2004-03-18 | 2006-05-23 | |
| Rep | Dealing in securities | 2004-03-18 | 2006-05-23 | |
| CITIC SECURITIES CORPORATE FINANCE (HK) LIMITED | Rep | Advising on futures contracts | 2003-06-07 | 2004-07-30 |
| Rep | Advising on corporate finance | 2003-04-01 | 2003-04-29 | |
| Rep | Advising on securities | 2003-04-01 | 2004-07-30 | |
| Rep | Asset management | 2003-04-01 | 2006-04-06 | |
| Rep | Dealing in securities | 2003-04-01 | 2006-04-06 |