| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SINO-RICH SECURITIES & FUTURES LIMITED | Rep | Asset management | 2018-04-23 | 2025-10-06 |
| Rep | Advising on securities | 2014-10-09 | 2025-10-06 | |
| Rep | Dealing in futures contracts | 2014-10-09 | 2025-10-06 | |
| Rep | Dealing in securities | 2014-10-09 | 2025-10-06 | |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2013-10-23 | 2013-10-28 |
| Yuanta Asia Investment (Hong Kong) Limited | Rep | Advising on securities | 2012-07-10 | 2013-08-01 |
| Yuanta Securities (Hong Kong) Company Limited | Rep | Advising on securities | 2012-07-10 | 2013-09-16 |
| Rep | Dealing in futures contracts | 2012-06-26 | 2013-09-16 | |
| Rep | Dealing in securities | 2012-06-26 | 2013-09-16 | |
| Yuanta Asia Investment (Hong Kong) Limited | Rep | Dealing in futures contracts | 2010-02-12 | 2013-08-01 |
| Rep | Dealing in securities | 2010-02-12 | 2013-08-01 |