| BaoJia Capital Limited | RO | Asset management | 2025-05-08 | 2025-11-08 |
| Rep | Asset management | 2024-03-25 | 2025-05-08 |
| RO | Advising on securities | 2024-03-25 | 2025-11-12 |
| CORE PACIFIC - YAMAICHI INTERNATIONAL (H.K.) LIMITED | RO | Advising on securities | 2016-07-01 | 2022-09-01 |
| RO | Advising on securities | 2011-08-09 | 2016-06-30 |
| Rep | Advising on securities | 2011-05-26 | 2011-08-09 |
| CINDA INTERNATIONAL RESEARCH LIMITED | RO | Advising on securities | 2010-07-26 | 2011-05-11 |
| CINDA INTERNATIONAL INVESTMENT CONSULTANT LIMITED | Rep | Advising on securities | 2009-09-25 | 2010-07-26 |
| Everbright Securities Investment Services (HK) Limited | RO | Advising on securities | 2005-10-13 | 2009-09-19 |
| CES Private (HK) Limited | Rep | Advising on securities | 2004-12-21 | 2005-03-31 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2004-12-21 | 2005-10-13 |
| REXCAPITAL FUTURES LIMITED | Rep | Advising on futures contracts | - | 2004-04-17 |
| Rep | Asset management | - | 2004-04-17 |
| Rep | Dealing in futures contracts | - | 2004-12-03 |
| WINGS SECURITIES (HK) LIMITED | Rep | Advising on corporate finance | - | 2004-04-17 |
| Rep | Advising on securities | - | 2004-04-17 |
| Rep | Asset management | - | 2004-04-17 |
| Rep | Dealing in securities | - | 2004-12-03 |