| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Emmanuel Investments Managers Company Limited | RO | Advising on securities | 2021-09-29 | - |
| RO | Asset management | 2021-09-29 | - | |
| Rep | Advising on securities | 2021-09-10 | 2021-09-29 | |
| Rep | Asset management | 2021-09-10 | 2021-09-29 | |
| Zinvest Capital Management Limited | RO | Asset management | 2020-10-28 | 2021-08-20 |
| Zinvest Global Limited | RO | Advising on futures contracts | 2018-03-28 | 2021-08-20 |
| RO | Dealing in futures contracts | 2018-03-28 | 2021-08-20 | |
| RO | Advising on securities | 2017-08-02 | 2021-08-20 | |
| RO | Dealing in securities | 2017-08-02 | 2021-08-20 | |
| WINWIN SECURITIES LIMITED | RO | Dealing in securities | 2016-02-01 | 2017-02-28 |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2009-03-11 | 2016-01-25 |
| KGI ASIA LIMITED | Rep | Dealing in securities | 2009-01-09 | 2016-01-25 |
| CORE PACIFIC - YAMAICHI INTERNATIONAL (H.K.) LIMITED | Rep | Dealing in securities | 2007-07-17 | 2008-12-20 |
| CORE PACIFIC-YAMAICHI SECURITIES (H.K.) LIMITED | Rep | Dealing in securities | 2007-07-17 | 2008-12-20 |
| CHIEF SECURITIES LIMITED | Rep | Dealing in securities | 2004-01-10 | 2007-07-09 |