| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Jone Portman Limited | Rep | Asset management | 2024-06-11 | 2025-03-21 |
| Rep | Dealing in futures contracts | 2024-03-04 | 2024-06-05 | |
| Rep | Dealing in securities | 2024-03-04 | 2024-06-05 | |
| Rep | Advising on securities | 2024-03-04 | 2025-03-21 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2018-09-10 | 2023-08-20 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-09-03 | 2023-08-20 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2004-05-14 | 2023-08-20 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2004-05-14 | 2023-08-20 |
| TSE'S SECURITIES LIMITED | Rep | Dealing in securities | 2003-07-11 | 2004-05-14 |
| HONG KONG FOREX INVESTMENT LIMITED | Rep | Leveraged foreign exchange trading | - | 2004-05-14 |