| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Keypoint Asset Management Company Limited | RO | Advising on securities | 2019-05-30 | 2025-06-05 |
| RO | Asset management | 2019-05-30 | 2025-06-05 | |
| BIG BAY SECURITIES (HK) LIMITED | RO | Dealing in securities | 2018-06-28 | 2018-09-28 |
| Big Bay Asset Management (HK) Limited | RO | Advising on securities | 2017-05-15 | 2018-09-28 |
| RO | Asset management | 2016-06-20 | 2018-09-28 | |
| SHANXI SECURITIES INTERNATIONAL ASSET MANAGEMENT LIMITED | RO | Advising on futures contracts | 2015-06-19 | 2016-04-08 |
| RO | Advising on securities | 2015-06-19 | 2016-04-08 | |
| RO | Asset management | 2015-06-19 | 2016-04-08 | |
| Beevest Fortune Asset Management Limited | RO | Asset management | 2013-07-08 | 2014-07-02 |
| Rep | Asset management | 2012-11-22 | 2013-07-08 | |
| KGI ASIA LIMITED | Rep | Dealing in securities | 2009-09-28 | 2011-12-23 |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2009-09-28 | 2011-12-23 |