| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2020-01-03 | 2020-02-12 |
| Rep | Dealing in securities | 2020-01-03 | 2020-02-12 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2020-01-03 | - |
| Rep | Asset management | 2020-01-03 | - | |
| Rep | Dealing in securities | 2020-01-03 | - | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2020-01-03 | 2021-04-30 |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2014-04-22 | 2018-12-05 |
| Rep | Dealing in securities | 2014-04-22 | 2018-12-05 | |
| iBest Consultants Limited | Rep | Asset management | 2011-01-11 | 2018-12-05 |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2009-05-25 | 2010-01-13 |
| iBest Consultants Limited | Rep | Dealing in securities | 2009-05-25 | 2018-12-05 |
| Rep | Advising on securities | 2008-10-30 | 2018-12-05 |