| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Securities (HK) Limited | RO | Dealing in securities | 2024-12-03 | 2026-02-13 |
| iFAST Financial (HK) Limited | RO | Advising on securities | 2024-08-26 | 2026-02-13 |
| RO | Dealing in securities | 2024-08-26 | 2026-02-13 | |
| iFAST Global Markets (HK) Limited | RO | Asset management | 2017-09-18 | 2026-02-13 |
| iFAST Financial (HK) Limited | RO | Asset management | 2017-08-07 | 2026-02-13 |
| Rep | Asset management | 2015-09-14 | 2017-08-07 | |
| Rep | Advising on securities | 2008-04-15 | 2024-08-26 |