| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2026-06-05 | - |
| Rep | Dealing in securities | 2020-10-06 | - | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2020-10-06 | - |
| SHENWAN HONGYUAN FUTURES (H.K.) LIMITED | Rep | Dealing in futures contracts | 2012-11-05 | 2020-09-25 |
| SHENWAN HONGYUAN SECURITIES (H.K.) LIMITED | Rep | Dealing in securities | 2010-06-14 | 2020-09-25 |
| Rep | Dealing in securities | 2006-05-02 | 2006-07-03 |