| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| KGI ASIA LIMITED | Rep | Dealing in securities | 2017-10-03 | - |
| Rep | Dealing in securities | 2011-07-12 | 2017-10-02 | |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2011-07-12 | 2025-04-23 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2004-04-20 | 2011-06-27 |
| Everbright Securities Investment Services (HK) Limited | Rep | Providing automated trading services | 2003-04-01 | 2003-07-07 |
| Rep | Advising on corporate finance | 2003-04-01 | 2004-01-19 | |
| Rep | Advising on securities | 2003-04-01 | 2004-01-19 | |
| Rep | Asset management | 2003-04-01 | 2004-01-19 | |
| Rep | Dealing in securities | 2003-04-01 | 2011-06-27 |