| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Credere Capital Limited | RO | Advising on securities | 2025-05-12 | - |
| RO | Asset management | 2025-05-12 | - | |
| RO | Dealing in securities | 2025-05-12 | - | |
| INV Partners Limited | RO | Asset management | 2022-07-13 | 2024-12-27 |
| KGI ASIA LIMITED | Rep | Dealing in securities | 2017-10-03 | 2022-02-28 |
| Rep | Dealing in securities | 2009-05-04 | 2017-10-02 | |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2009-05-04 | 2022-02-28 |
| KGI SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2008-06-24 | 2009-03-21 |
| KGI ASIA LIMITED | Rep | Dealing in securities | 2007-10-02 | 2009-03-21 |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2007-10-02 | 2009-03-21 |
| Lion Global Financial Limited | Rep | Advising on securities | 2003-11-03 | 2004-02-20 |