| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HANTEC SECURITIES CO., LIMITED | Rep | Dealing in securities | 2026-04-17 | - |
| HANTEC WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2026-04-17 | - |
| Rep | Asset management | 2026-04-17 | - | |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2024-07-02 | 2025-04-26 |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2022-04-20 | 2022-07-18 |
| Rep | Dealing in securities | 2022-04-20 | 2022-07-18 | |
| Nerico Brothers Limited (HK) | Rep | Asset management | 2017-05-09 | 2022-03-03 |
| Rep | Dealing in futures contracts | 2017-05-09 | 2022-03-03 | |
| Rep | Dealing in securities | 2017-05-09 | 2022-03-03 | |
| MIDLAND WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2012-05-23 | 2013-06-29 |
| Rep | Dealing in securities | 2012-05-23 | 2013-06-29 | |
| Rep | Advising on securities | 2010-02-26 | 2012-03-01 | |
| Rep | Dealing in securities | 2010-02-26 | 2012-03-01 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2008-09-12 | 2009-02-06 |