| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2026-06-22 | - |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2026-01-26 | - |
| Rep | Dealing in securities | 2026-01-26 | - | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2011-08-16 | 2025-11-15 |
| Rep | Dealing in securities | 2008-05-29 | 2025-11-15 |