| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| EVIDENT PLATFORM SERVICES LIMITED | RO | Dealing in securities | 2023-12-21 | - |
| Regan International Asset Management Limited | RO | Advising on securities | 2019-02-19 | 2022-11-22 |
| RO | Asset management | 2019-02-19 | 2022-11-22 | |
| Rep | Advising on securities | 2019-01-18 | 2019-02-19 | |
| Rep | Asset management | 2019-01-18 | 2019-02-19 | |
| CreditEase Wealth Management (HK) Limited | RO | Advising on securities | 2017-03-07 | 2019-01-16 |
| RO | Asset management | 2017-03-07 | 2019-01-16 | |
| Rep | Advising on securities | 2017-02-07 | 2017-03-07 | |
| Rep | Asset management | 2017-02-07 | 2017-03-07 | |
| Phoenician Limited (HK) | RO | Advising on securities | 2016-08-23 | 2016-11-30 |
| RO | Asset management | 2016-08-23 | 2016-11-30 | |
| Rep | Advising on securities | 2016-08-09 | 2016-08-23 | |
| Rep | Asset management | 2016-08-09 | 2016-08-23 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2013-02-26 | 2013-08-18 |
| Rep | Dealing in securities | 2013-02-26 | 2013-08-18 | |
| Lion Global Financial Limited | Rep | Dealing in securities | 2009-03-02 | 2013-02-04 |
| Rep | Asset management | 2008-03-14 | 2013-02-04 | |
| Rep | Advising on securities | 2007-04-24 | 2012-03-20 |