| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Efung Capital (HK) Management Limited | RO | Asset management | 2023-05-08 | 2025-12-31 |
| Rockflow Securities Limited | RO | Advising on securities | 2022-06-30 | 2023-04-30 |
| RO | Asset management | 2022-06-30 | 2023-04-30 | |
| RO | Dealing in securities | 2022-06-30 | 2023-04-30 | |
| GREAT BAY SECURITIES LIMITED | RO | Advising on securities | 2022-04-19 | 2022-06-04 |
| RO | Asset management | 2022-04-19 | 2022-06-04 | |
| RO | Dealing in securities | 2022-04-19 | 2022-06-04 | |
| Rep | Dealing in securities | 2022-01-21 | 2022-04-19 | |
| Yuen Meta (International) Securities Limited | RO | Dealing in securities | 2018-12-13 | 2021-11-05 |
| FIRST SHANGHAI FUTURES LIMITED | Rep | Dealing in futures contracts | 2012-07-05 | 2018-07-31 |
| FIRST SHANGHAI SECURITIES LIMITED | Rep | Dealing in securities | 2011-02-07 | 2018-07-31 |
| EAST ASIA SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2006-02-14 | 2011-01-30 |