| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Springs Capital (Hong Kong) Limited | RO | Advising on securities | 2026-05-27 | - |
| RO | Asset management | 2026-05-27 | - | |
| Rep | Dealing in securities | 2024-08-29 | - | |
| Rep | Advising on securities | 2024-08-29 | 2026-05-27 | |
| Rep | Asset management | 2024-08-29 | 2026-05-27 | |
| Credit Suisse (Hong Kong) Limited | RO | Advising on securities | 2008-05-05 | 2016-07-11 |
| Rep | Providing automated trading services | 2003-04-01 | 2003-08-22 | |
| Rep | Advising on securities | 2003-04-01 | 2008-05-05 |