| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Almagest AM Co. Limited | RO | Advising on securities | 2025-08-08 | - |
| RO | Asset management | 2025-08-08 | - | |
| Funde Investment Management Limited | RO | Asset management | 2023-02-21 | 2024-07-26 |
| Funde Securities Limited | RO | Advising on securities | 2023-02-21 | 2024-07-26 |
| RO | Dealing in securities | 2023-02-21 | 2024-07-26 | |
| Rep | Advising on securities | 2022-04-22 | 2023-02-21 | |
| Funde Investment Management Limited | Rep | Asset management | 2020-07-13 | 2023-02-21 |
| Funde Securities Limited | Rep | Dealing in securities | 2020-07-13 | 2023-02-21 |
| South China Investment Management Limited | Rep | Asset management | 2016-12-05 | 2019-09-25 |
| SOUTH CHINA RESEARCH LIMITED | Rep | Advising on securities | 2016-12-05 | 2019-09-25 |
| SOUTH CHINA SECURITIES LIMITED | Rep | Dealing in securities | 2016-12-05 | 2019-09-25 |
| ZHONGTAI INTERNATIONAL SECURITIES LIMITED | Rep | Dealing in securities | 2015-07-30 | 2016-11-01 |
| Quam Securities Limited | Rep | Dealing in securities | 2015-05-22 | 2015-06-23 |
| KGI ASIA LIMITED | Rep | Dealing in securities | 2011-06-02 | 2015-05-06 |