| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MFEX Hong Kong Limited | RO | Dealing in securities | 2020-06-05 | 2023-11-30 |
| iBest Securities Company Limited | RO | Dealing in securities | 2018-04-11 | 2018-10-24 |
| iBest Consultants Limited | RO | Advising on securities | 2014-12-10 | 2019-01-15 |
| RO | Asset management | 2014-12-10 | 2019-01-15 | |
| RO | Dealing in securities | 2014-12-10 | 2019-01-15 | |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2009-05-04 | 2019-09-12 |
| iBest Consultants Limited | Rep | Dealing in securities | 2009-03-04 | 2014-12-10 |
| Rep | Asset management | 2006-03-28 | 2014-12-10 | |
| Rep | Advising on corporate finance | - | 2004-03-03 | |
| Rep | Asset management | - | 2005-04-11 | |
| Rep | Advising on securities | - | 2014-12-10 |