| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Zhong Yang Capital Limited | RO | Advising on securities | 2024-02-22 | - |
| RO | Asset management | 2024-02-22 | - | |
| Zhong Yang Securities Limited | RO | Dealing in securities | 2024-02-22 | - |
| Zhong Yang Capital Limited | Rep | Advising on securities | 2024-02-09 | 2024-02-22 |
| Rep | Asset management | 2024-02-09 | 2024-02-22 | |
| Zhong Yang Securities Limited | Rep | Dealing in securities | 2024-02-09 | 2024-02-22 |
| CF ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2023-03-06 | 2023-11-17 |
| RO | Asset management | 2023-03-06 | 2023-11-17 | |
| CF SECURITIES LIMITED | RO | Dealing in securities | 2018-02-01 | 2023-11-17 |
| Rep | Dealing in securities | 2017-09-08 | 2018-02-01 | |
| KAISER FUTURES LIMITED | Rep | Dealing in futures contracts | 2010-11-09 | 2017-09-04 |
| KAISER SECURITIES LIMITED | Rep | Advising on corporate finance | 2003-04-01 | 2005-02-18 |
| Rep | Advising on securities | 2003-04-01 | 2005-02-18 | |
| Rep | Asset management | 2003-04-01 | 2005-02-18 | |
| Rep | Dealing in securities | 2003-04-01 | 2017-09-04 |