| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2020-06-04 | 2021-12-17 |
| Rep | Asset management | 2020-06-04 | 2021-12-17 | |
| Rep | Dealing in securities | 2020-06-04 | 2021-12-17 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2020-06-04 | 2021-04-30 |
| JQ Securities (Hong Kong) Limited | Rep | Asset management | 2019-06-28 | 2020-01-31 |
| Rep | Dealing in securities | 2019-06-28 | 2020-01-31 | |
| RO | Advising on securities | 2018-05-04 | 2019-04-30 | |
| RO | Asset management | 2018-05-04 | 2019-04-30 | |
| RO | Dealing in securities | 2018-05-04 | 2019-04-30 | |
| CHINA QIANHAI ZHONGJIN SECURITIES LIMITED | RO | Dealing in securities | 2016-11-03 | 2017-05-03 |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2014-01-22 | 2014-12-12 |
| Rep | Dealing in securities | 2014-01-22 | 2014-12-12 | |
| iBest Consultants Limited | RO | Dealing in securities | 2008-04-15 | 2014-12-12 |
| RO | Advising on securities | - | 2014-12-12 | |
| RO | Asset management | - | 2014-12-12 |