| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | RO | Advising on securities | 2020-09-16 | 2026-07-17 |
| Rep | Dealing in securities | 2020-08-13 | 2026-07-17 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2020-08-13 | 2026-07-17 |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2011-03-07 | 2020-09-16 |
| Rep | Advising on securities | 2006-02-20 | 2010-10-02 |