| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Keptain Securities and Asset Management Limited | RO | Advising on securities | 2020-08-03 | 2023-11-30 |
| RO | Dealing in securities | 2019-07-15 | 2022-08-31 | |
| RO | Asset management | 2019-07-15 | 2023-11-30 | |
| Ever-Long Capital Management Limited | RO | Asset management | 2016-10-17 | 2019-03-06 |
| EVER-LONG SECURITIES COMPANY LIMITED | RO | Dealing in securities | 2016-10-17 | 2019-03-06 |
| Ever-Long Capital Management Limited | Rep | Asset management | 2016-09-01 | 2016-10-17 |
| EVER-LONG SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2016-09-01 | 2016-10-17 |
| PRESIDENT SECURITIES (HONG KONG) LIMITED | RO | Asset management | 2014-05-22 | 2016-04-11 |
| RO | Dealing in securities | 2014-05-22 | 2016-04-11 | |
| Rep | Asset management | 2014-04-16 | 2014-05-22 | |
| Rep | Dealing in securities | 2014-04-16 | 2014-05-22 | |
| China Hong Kong Capital Asset Management Company Limited | RO | Asset management | 2003-05-06 | 2014-03-11 |
| RO | Dealing in securities | 2003-05-06 | 2014-03-11 |