| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CFI Securities Company Limited | Rep | Dealing in securities | 2022-06-22 | - |
| CITIC Futures International Company Limited | RO | Dealing in futures contracts | 2018-04-19 | - |
| Rep | Dealing in futures contracts | 2016-06-16 | 2018-04-19 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2011-08-17 | 2016-05-31 |