| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| TRUTH CAPITAL (HONG KONG) LIMITED | RO | Advising on securities | 2024-07-26 | - |
| RO | Asset management | 2024-07-26 | - | |
| Rep | Advising on securities | 2022-11-30 | 2024-07-26 | |
| Rep | Asset management | 2022-11-30 | 2024-07-26 | |
| Global Value Chain Investment Corporation Limited | Rep | Asset management | 2022-05-25 | 2022-10-31 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2019-09-17 | 2021-08-08 |
| SOUTHWEST SECURITIES (HK) FUTURES LIMITED | Rep | Dealing in futures contracts | 2019-09-17 | 2021-08-08 |
| GUOYUAN FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2013-01-22 | 2017-09-08 |
| GUOYUAN SECURITIES BROKERAGE (HONG KONG) LIMITED | Rep | Dealing in securities | 2010-09-13 | 2017-09-08 |