| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SBI China Capital Financial Services Limited | RO | Advising on securities | 2024-09-02 | - |
| RO | Asset management | 2024-09-02 | - | |
| RO | Dealing in securities | 2024-09-02 | - | |
| Duo Asset Management Limited | RO | Advising on securities | 2022-02-08 | 2023-07-20 |
| RO | Asset management | 2022-02-08 | 2023-07-20 | |
| RICHES DEPOT SECURITIES CO., LIMITED | RO | Dealing in securities | 2021-01-27 | 2022-01-31 |
| Rep | Dealing in securities | 2020-12-28 | 2021-01-27 | |
| CF SECURITIES LIMITED | Rep | Dealing in securities | 2020-05-29 | 2020-06-30 |
| RICHES DEPOT SECURITIES CO., LIMITED | RO | Dealing in securities | 2019-02-25 | 2020-03-13 |
| Rep | Dealing in securities | 2019-01-14 | 2019-02-25 | |
| SBI China Capital Financial Services Limited | RO | Advising on securities | 2018-07-25 | 2018-12-11 |
| RO | Dealing in securities | 2018-07-25 | 2018-12-11 | |
| Rep | Asset management | 2018-06-20 | 2018-12-11 | |
| Rep | Advising on securities | 2018-06-12 | 2018-07-25 | |
| Rep | Dealing in securities | 2018-06-12 | 2018-07-25 | |
| GUOTAI JUNAN SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2007-10-25 | 2017-11-23 |
| Rep | Advising on securities | 2007-10-15 | 2017-11-23 | |
| SHENWAN HONGYUAN RESEARCH (H.K.) LIMITED | Rep | Advising on securities | 2007-09-05 | 2007-09-13 |