| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Forthright Capital Management Limited | Rep | Advising on securities | 2021-06-07 | 2022-03-29 |
| Rep | Asset management | 2021-06-07 | 2022-03-29 | |
| FORTHRIGHT SECURITIES COMPANY LIMITED | RO | Advising on futures contracts | 2020-03-16 | - |
| RO | Dealing in futures contracts | 2020-03-16 | - | |
| RO | Advising on securities | 2018-05-28 | - | |
| RO | Dealing in securities | 2016-05-12 | - | |
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2012-08-23 | 2014-05-22 |
| RO | Dealing in securities | 2010-02-25 | 2014-05-22 | |
| Rep | Dealing in securities | 2008-07-08 | 2010-02-25 |