| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CMB International Global Markets Limited | RO | Advising on securities | 2023-06-30 | - |
| Rep | Advising on securities | 2022-01-24 | 2023-06-30 | |
| CMB International Securities Limited | Rep | Advising on securities | 2017-09-29 | 2022-05-05 |
| Atlantic Asset Management Limited | Rep | Advising on securities | 2017-01-04 | 2017-09-18 |
| Rep | Asset management | 2017-01-04 | 2017-09-18 | |
| Glory Sun Securities Limited | Rep | Dealing in securities | 2017-01-04 | 2017-09-18 |
| China Galaxy International Securities (Hong Kong) Co., Limited | Rep | Advising on securities | 2012-10-04 | 2016-12-28 |
| PIPER JAFFRAY ASIA SECURITIES LIMITED | Rep | Advising on securities | 2009-11-17 | 2012-08-25 |
| CHINA EVERBRIGHT RESEARCH LIMITED | Rep | Advising on securities | 2007-05-23 | 2009-11-04 |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2006-09-18 | 2007-05-13 |
| SOUTHWEST SECURITIES (HK) FUTURES LIMITED | Rep | Dealing in futures contracts | 2006-09-18 | 2007-05-13 |