| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| KGI ASIA LIMITED | Rep | Dealing in securities | 2024-01-29 | - |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2024-01-29 | - |
| Bright Fund Management Limited | Rep | Asset management | 2011-07-18 | 2023-08-31 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2008-04-08 | 2024-01-12 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2007-10-31 | 2024-01-12 |
| Everbright Securities Investment Services (HK) Limited | Rep | Providing automated trading services | 2003-06-24 | 2003-07-07 |
| Rep | Dealing in securities | 2003-06-24 | 2024-01-12 | |
| PEGASUS FUND MANAGERS LIMITED | Rep | Advising on securities | 2003-04-01 | 2003-04-06 |
| Rep | Asset management | 2003-04-01 | 2003-04-06 |