| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Yuanta Securities (Hong Kong) Company Limited | Rep | Dealing in futures contracts | 2016-09-07 | 2024-05-31 |
| RO | Advising on securities | 2013-03-12 | 2024-05-31 | |
| RO | Dealing in securities | 2013-03-12 | 2024-05-31 | |
| Rep | Advising on securities | 2013-01-10 | 2013-03-12 | |
| Rep | Dealing in securities | 2013-01-10 | 2013-03-12 | |
| Rep | Asset management | 2013-01-10 | 2024-05-31 | |
| OPEN ASSET MANAGEMENT LIMITED | Rep | Asset management | 2011-08-29 | 2012-12-31 |
| Open Securities Limited | Rep | Advising on securities | 2011-07-18 | 2012-12-31 |
| Rep | Dealing in securities | 2011-07-18 | 2012-12-31 | |
| IBTS ASIA (HK) LIMITED | RO | Advising on securities | 2010-08-09 | 2011-07-15 |
| RO | Dealing in securities | 2010-06-29 | 2011-07-15 | |
| Rep | Dealing in securities | 2010-06-17 | 2010-06-29 | |
| Rep | Advising on securities | 2010-06-17 | 2010-08-09 | |
| Open Securities Limited | Rep | Advising on securities | 2009-05-14 | 2010-06-11 |
| Rep | Dealing in securities | 2009-03-10 | 2010-06-11 | |
| KVB Kunlun Securities (HK) Limited | Rep | Dealing in securities | 2008-07-09 | 2009-01-31 |
| Beevest Securities Limited | Rep | Advising on securities | 2007-06-28 | 2008-01-10 |
| RO | Dealing in securities | 2007-03-20 | 2008-01-10 |