| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2025-05-27 | - |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2004-05-24 | - |
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2004-03-29 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Providing automated trading services | 2003-06-16 | 2003-07-07 |
| Rep | Dealing in securities | 2003-05-27 | 2004-03-12 |