| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BOCOM MPF & FINANCIAL SERVICES COMPANY LIMITED | RO | Advising on securities | 2024-01-16 | 2024-06-01 |
| RO | Dealing in securities | 2024-01-16 | 2024-06-01 | |
| Rep | Advising on securities | 2024-01-05 | 2024-01-16 | |
| Rep | Dealing in securities | 2024-01-05 | 2024-01-16 | |
| Gateway Private Markets (HK) Limited | RO | Dealing in securities | 2023-04-04 | 2023-08-12 |
| Rep | Asset management | 2023-03-15 | 2023-08-12 | |
| Rep | Dealing in securities | 2023-02-13 | 2023-04-04 | |
| Prior Securities Limited | RO | Dealing in securities | 2022-03-08 | 2022-07-15 |
| Rep | Dealing in securities | 2021-12-29 | 2022-03-08 | |
| ORION INVESTMENT MANAGEMENT LIMITED | RO | Dealing in securities | 2017-02-16 | 2021-09-24 |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2012-06-26 | 2016-05-08 |
| Rep | Dealing in securities | 2010-06-09 | 2011-12-07 | |
| Rep | Advising on securities | 2007-08-07 | 2010-06-09 |