| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Bradbury Securities Limited | RO | Advising on securities | 2026-08-27 | - |
| RO | Dealing in securities | 2026-08-27 | - | |
| ELSTONE ASSET MANAGEMENT LIMITED | RO | Asset management | 2024-09-04 | 2025-03-07 |
| Rep | Asset management | 2022-07-05 | 2024-09-04 | |
| Apricot Capital (Hong Kong) Limited | RO | Advising on securities | 2021-05-31 | 2026-02-13 |
| Rep | Advising on securities | 2020-08-17 | 2021-05-31 | |
| RO | Dealing in securities | 2019-10-28 | 2026-02-13 | |
| Rep | Dealing in securities | 2019-09-12 | 2019-10-28 | |
| SBI China Capital Financial Services Limited | Rep | Advising on securities | 2019-05-02 | 2019-09-02 |
| Rep | Asset management | 2019-05-02 | 2019-09-02 | |
| RO | Dealing in securities | 2015-09-23 | 2019-09-02 | |
| SBI China Capital Commodities Limited | Rep | Dealing in futures contracts | 2008-10-08 | 2013-02-28 |
| SBI China Capital Financial Services Limited | Rep | Dealing in securities | 2006-12-27 | 2015-09-23 |
| SBI China Capital Securities Limited | Rep | Dealing in securities | 2006-12-27 | 2011-09-30 |