| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MIGHTY DIVINE SECURITIES LIMITED | RO | Dealing in securities | 2021-06-08 | 2025-02-15 |
| Mighty Divine Investment Management Limited | RO | Asset management | 2020-06-09 | 2025-02-15 |
| ZhongHua Finance Asset Management Co., Limited | RO | Advising on securities | 2018-08-08 | 2020-01-07 |
| RO | Asset management | 2018-04-11 | 2020-01-07 | |
| Phoenician Limited (HK) | RO | Advising on securities | 2015-09-21 | 2016-06-27 |
| RO | Asset management | 2015-05-12 | 2016-06-27 | |
| Rep | Asset management | 2015-04-15 | 2015-05-12 | |
| JT CAPITAL MANAGEMENT LIMITED | RO | Asset management | 2013-03-18 | 2015-04-01 |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2010-12-24 | 2012-08-09 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2010-12-24 | 2012-08-09 |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | RO | Asset management | 2008-12-18 | 2012-08-09 |
| DESCARTES GLOBAL ASSET MANAGEMENT LIMITED | RO | Asset management | 2007-03-16 | 2008-03-21 |
| Rep | Asset management | 2004-10-27 | 2007-03-16 |