| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SunPlus Capital Limited | RO | Advising on securities | 2024-03-06 | - |
| RO | Asset management | 2024-03-06 | - | |
| Rep | Advising on securities | 2024-02-28 | 2024-03-06 | |
| Rep | Asset management | 2024-02-28 | 2024-03-06 | |
| CITIC Securities Asset Management (HK) Limited | RO | Dealing in securities | 2022-09-13 | 2022-10-12 |
| RO | Advising on securities | 2021-03-31 | 2022-10-12 | |
| RO | Asset management | 2021-03-31 | 2022-10-12 | |
| Rep | Advising on securities | 2020-11-23 | 2021-03-31 | |
| Rep | Asset management | 2020-11-23 | 2021-03-31 | |
| Vision Capital Investment Management Limited | RO | Dealing in securities | 2015-01-05 | 2020-05-19 |
| Rep | Dealing in securities | 2011-08-10 | 2015-01-05 | |
| RO | Advising on securities | 2011-05-18 | 2020-05-19 | |
| RO | Asset management | 2011-05-18 | 2020-05-19 | |
| Rep | Advising on securities | 2011-03-18 | 2011-05-18 | |
| Rep | Asset management | 2011-03-18 | 2011-05-18 | |
| Kirin Asset Management Limited | RO | Advising on securities | 2007-06-12 | 2011-02-28 |
| RO | Asset management | 2007-06-12 | 2011-02-28 | |
| iTTa Capital Limited | Rep | Advising on securities | 2006-09-04 | 2007-05-31 |
| MCP Holdings Limited (HK) | Rep | Advising on securities | 2006-01-31 | 2006-08-05 |
| Rep | Asset management | 2006-01-31 | 2006-08-05 | |
| RO | Advising on securities | 2005-02-18 | 2006-01-31 | |
| RO | Asset management | 2005-02-18 | 2006-01-31 |