| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| XHK Limited | RO | Dealing in securities | 2026-05-08 | - |
| Rep | Dealing in futures contracts | 2026-02-27 | - | |
| Rep | Dealing in securities | 2026-02-27 | 2026-05-08 | |
| Arta Corporate Advisory Limited | Rep | Advising on corporate finance | 2025-04-03 | 2025-11-12 |
| Arta Asset Management Limited | Rep | Advising on securities | 2024-10-21 | 2025-11-12 |
| Rep | Asset management | 2024-10-21 | 2025-11-12 | |
| Rep | Dealing in securities | 2024-10-21 | 2025-11-12 | |
| L&R CAPITAL LIMITED | Rep | Advising on securities | 2019-03-08 | 2022-04-30 |
| Rep | Asset management | 2019-03-08 | 2022-04-30 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2015-08-21 | 2018-09-25 |
| Morgan Stanley Asia Limited | Rep | Providing automated trading services | 2010-03-12 | 2013-09-05 |
| Rep | Dealing in securities | 2004-06-07 | 2018-09-25 |