| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Avantua Capital Management Limited | RO | Dealing in securities | 2024-04-16 | - |
| RO | Advising on securities | 2021-11-09 | - | |
| RO | Asset management | 2021-11-09 | - | |
| Rep | Advising on securities | 2021-07-19 | 2021-11-09 | |
| Rep | Asset management | 2021-07-19 | 2021-11-09 | |
| uSmart Securities Limited | Rep | Advising on securities | 2020-11-13 | 2021-06-29 |
| Rep | Asset management | 2020-11-13 | 2021-06-29 | |
| RO | Dealing in securities | 2020-08-06 | 2021-06-29 | |
| Rep | Dealing in securities | 2019-04-16 | 2020-08-06 | |
| UOB KAY HIAN (HONG KONG) LIMITED | Rep | Dealing in securities | 2013-05-20 | 2018-10-31 |
| UOB KAY HIAN FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2013-05-20 | 2018-10-31 |
| MFG Limited (HK) | Rep | Dealing in futures contracts | 2012-07-17 | 2013-05-13 |
| Rep | Dealing in securities | 2012-07-17 | 2013-05-13 | |
| WIN WONG SECURITIES LIMITED | Rep | Dealing in securities | 2009-03-09 | 2012-07-01 |