| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Hong Kong ChengShan Asset Management Limited | RO | Advising on securities | 2025-02-17 | - |
| RO | Asset management | 2025-02-17 | - | |
| Tianqin International Asset Management Limited | RO | Advising on securities | 2021-08-10 | 2025-01-31 |
| RO | Asset management | 2021-08-10 | 2025-01-31 | |
| DA International Asset Management Limited | RO | Advising on securities | 2018-05-03 | 2021-04-30 |
| RO | Asset management | 2018-05-03 | 2021-04-30 | |
| Hong Kong Metasequoia Capital Management Limited | RO | Advising on securities | 2016-03-21 | 2017-12-31 |
| RO | Asset management | 2016-03-21 | 2017-12-31 | |
| DATANG FINANCIAL HOLDING CO., LIMITED | RO | Advising on securities | 2015-11-11 | 2016-02-14 |
| RO | Asset management | 2015-11-11 | 2016-02-14 | |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2010-11-25 | 2015-04-16 |
| ABCI Securities Company Limited | Rep | Dealing in securities | 2009-06-17 | 2010-11-13 |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Providing automated trading services | 2003-07-24 | 2009-06-01 |
| Rep | Dealing in securities | 2003-07-24 | 2009-06-01 |