| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Cityline Securities Limited | RO | Dealing in securities | 2023-10-27 | 2025-04-30 |
| Century City Assets Management (HK) Limited | RO | Advising on securities | 2023-04-03 | 2025-04-30 |
| RO | Asset management | 2023-04-03 | 2025-04-30 | |
| SUNFUND SECURITIES LIMITED | RO | Advising on securities | 2020-06-04 | 2022-08-31 |
| RO | Dealing in securities | 2020-06-04 | 2022-08-31 | |
| SUNFUND FUND MANAGEMENT LIMITED | RO | Asset management | 2020-03-06 | 2022-08-31 |
| Fantasia Asset Management Limited | RO | Asset management | 2018-12-03 | 2019-10-23 |
| AETERNA ASSET MANAGEMENT LIMITED | RO | Asset management | 2017-08-17 | 2018-11-16 |
| POLYMATHY CAPITAL LIMITED | RO | Asset management | 2013-12-17 | 2015-07-26 |
| NOMURA INTERNATIONAL (HONG KONG) LIMITED | Rep | Advising on securities | 2011-01-17 | 2012-08-17 |
| Morgan Stanley Asia Limited | Rep | Advising on securities | 2005-04-28 | 2010-12-20 |
| Rep | Dealing in securities | 2005-04-28 | 2010-12-20 |