| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| JVSakk Asia Limited | RO | Dealing in securities | 2015-08-31 | - |
| JVSakk Asset Management Limited | RO | Advising on securities | 2015-08-31 | - |
| RO | Asset management | 2015-08-31 | - | |
| JVSakk Asia Limited | Rep | Dealing in securities | 2015-07-07 | 2015-08-31 |
| JVSakk Asset Management Limited | Rep | Advising on securities | 2015-07-07 | 2015-08-31 |
| Rep | Asset management | 2015-07-07 | 2015-08-31 | |
| ISOLA CAPITAL ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2014-10-23 | 2015-06-16 |
| Rep | Asset management | 2014-10-23 | 2015-06-16 | |
| Rep | Dealing in securities | 2014-10-23 | 2015-06-16 | |
| JVSakk Asia Limited | RO | Dealing in securities | 2013-02-04 | 2014-10-07 |
| JVSakk Asset Management Limited | RO | Advising on securities | 2012-03-14 | 2014-10-07 |
| RO | Asset management | 2012-03-14 | 2014-10-07 | |
| Rep | Advising on securities | 2011-04-01 | 2012-03-14 | |
| Rep | Asset management | 2011-04-01 | 2012-03-14 | |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2004-04-13 | 2010-10-13 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2004-04-13 | 2010-10-13 |