| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| I Win Asset Management Limited | RO | Advising on securities | 2024-06-21 | - |
| RO | Asset management | 2024-06-21 | 2025-02-12 | |
| I WIN SECURITIES LIMITED | RO | Dealing in securities | 2021-11-17 | - |
| I Win Asset Management Limited | Rep | Asset management | 2021-10-06 | 2024-06-21 |
| Rep | Advising on securities | 2021-09-09 | 2024-06-21 | |
| I WIN SECURITIES LIMITED | Rep | Dealing in securities | 2021-09-09 | 2021-11-17 |
| iBest Investment Services Limited | Rep | Leveraged foreign exchange trading | 2017-07-26 | 2019-01-25 |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2010-11-17 | 2021-03-18 |
| Rep | Leveraged foreign exchange trading | 2004-08-26 | 2019-10-16 | |
| HAITONG INTERNATIONAL FUTURES LIMITED | Rep | Dealing in futures contracts | 2004-05-25 | 2021-03-18 |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2004-05-25 | 2021-03-18 |