| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Webot Securities Limited | RO | Dealing in securities | 2024-09-25 | - |
| Renco Investments Limited | RO | Advising on securities | 2024-05-21 | 2024-09-22 |
| RO | Asset management | 2024-05-21 | 2024-09-22 | |
| Eastar Investment Management Limited | RO | Advising on securities | 2023-01-10 | 2023-08-31 |
| RO | Asset management | 2023-01-10 | 2023-08-31 | |
| RO | Dealing in securities | 2023-01-10 | 2023-08-31 | |
| Funde Securities Limited | RO | Advising on securities | 2021-11-03 | 2022-02-10 |
| Funde Investment Management Limited | RO | Asset management | 2020-12-24 | 2022-02-10 |
| Funde Securities Limited | RO | Dealing in securities | 2020-10-28 | 2022-02-10 |
| Zhifu International Asset Management (HK) Limited | RO | Advising on securities | 2019-12-05 | 2020-08-31 |
| RO | Asset management | 2019-12-05 | 2020-08-31 | |
| Rep | Advising on securities | 2019-11-22 | 2019-12-05 | |
| HOMILY WORLDWIDE SECURITIES COMPANY LIMITED | RO | Advising on securities | 2019-07-02 | 2019-08-20 |
| RO | Dealing in securities | 2019-07-02 | 2019-08-20 | |
| Hong Kong Stock Link Securities Limited | RO | Dealing in securities | 2015-11-02 | 2018-10-21 |
| ONE CHINA SECURITIES LIMITED | RO | Dealing in securities | 2014-03-28 | 2015-10-30 |
| Hongkong Bay Securities Limited | RO | Dealing in securities | 2012-03-06 | 2014-02-01 |
| Rep | Dealing in securities | 2007-09-04 | 2012-03-06 |