| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| China International Securities Limited | RO | Dealing in securities | 2026-01-20 | - |
| VELBRIDGE ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2024-12-05 | 2025-12-31 |
| RO | Asset management | 2024-12-05 | 2025-12-31 | |
| Fargo Space Partners Limited | RO | Advising on securities | 2020-06-29 | 2024-10-31 |
| RO | Asset management | 2020-06-29 | 2024-10-31 | |
| HTF Securities Limited | RO | Advising on securities | 2019-04-17 | 2020-03-09 |
| RO | Asset management | 2019-04-17 | 2020-03-09 | |
| RO | Dealing in securities | 2019-04-17 | 2020-03-09 | |
| WAN LUNG SECURITIES LIMITED | RO | Advising on securities | 2018-05-03 | 2019-03-06 |
| RO | Asset management | 2018-05-03 | 2019-03-06 | |
| RO | Dealing in securities | 2018-05-03 | 2019-03-06 | |
| RJVAN SECURITIES LIMITED | RO | Advising on securities | 2015-11-19 | 2018-02-10 |
| RO | Asset management | 2015-11-19 | 2018-02-10 | |
| RO | Dealing in securities | 2015-11-19 | 2018-02-10 | |
| HEAD & SHOULDERS ASSET MANAGEMENT LIMITED | RO | Asset management | 2012-05-21 | 2015-05-01 |
| Mage Securities Limited | RO | Advising on securities | 2012-03-27 | 2015-05-01 |
| RO | Dealing in securities | 2012-03-27 | 2015-05-01 | |
| RO | Asset management | 2012-01-04 | 2012-05-21 | |
| Rep | Asset management | 2011-11-25 | 2012-01-04 | |
| Rep | Advising on securities | 2011-11-25 | 2012-03-27 | |
| Rep | Dealing in securities | 2011-11-25 | 2012-03-27 | |
| KARL THOMSON INVESTMENT CONSULTANTS LIMITED | Rep | Advising on securities | 2011-08-31 | 2011-11-01 |
| KARL-THOMSON SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2009-08-11 | 2011-11-01 |
| KARL THOMSON INVESTMENT CONSULTANTS LIMITED | Rep | Asset management | 2005-04-19 | 2011-11-01 |
| Rep | Advising on securities | 2004-03-03 | 2010-07-21 |