| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | RO | Advising on securities | 2025-05-08 | - |
| Bright Fund Management Limited | RO | Advising on securities | 2021-12-22 | 2023-08-31 |
| RO | Dealing in securities | 2021-12-22 | 2023-08-31 | |
| Everbright Securities Investment Services (HK) Limited | RO | Asset management | 2021-01-22 | - |
| Bright Fund Management Limited | RO | Asset management | 2017-11-28 | 2023-08-31 |
| CES Commodities (HK) Limited | RO | Dealing in futures contracts | 2017-11-28 | - |
| Everbright Securities Investment Services (HK) Limited | RO | Dealing in securities | 2017-09-21 | - |
| Bright Fund Management Limited | Rep | Asset management | 2014-05-13 | 2017-11-28 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2011-09-15 | 2017-09-21 |
| Network Financial Services Limited | Rep | Advising on securities | 2003-04-01 | 2005-08-16 |