| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wells Fargo Securities Asia Limited | RO | Dealing in futures contracts | 2022-11-02 | - |
| RO | Advising on securities | 2019-11-19 | - | |
| RO | Dealing in securities | 2019-11-19 | - | |
| RO | Asset management | 2019-11-19 | 2023-02-24 | |
| Rep | Asset management | 2016-01-28 | 2019-11-19 | |
| Rep | Advising on securities | 2015-02-03 | 2019-11-19 | |
| Rep | Dealing in securities | 2015-02-03 | 2019-11-19 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2011-08-30 | 2013-08-20 |
| Morgan Stanley Asia Limited | Rep | Providing automated trading services | 2010-03-10 | 2013-08-20 |
| Rep | Dealing in securities | 2007-08-27 | 2013-08-20 |