| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | RO | Advising on securities | 2017-12-07 | 2025-08-22 |
| RO | Dealing in securities | 2017-12-07 | 2025-08-22 | |
| iFAST Securities (HK) Limited | RO | Dealing in securities | 2017-12-07 | 2025-08-22 |
| iFAST Financial (HK) Limited | RO | Asset management | 2015-08-03 | 2025-08-22 |
| RO | Dealing in securities | 2014-06-06 | 2025-08-22 | |
| Rep | Dealing in securities | 2012-05-24 | 2014-06-06 | |
| RO | Advising on securities | 2012-05-24 | 2025-08-22 | |
| Rep | Advising on securities | 2007-04-04 | 2012-05-24 | |
| KARL THOMSON INVESTMENT CONSULTANTS LIMITED | Rep | Advising on securities | 2005-08-24 | 2005-11-14 |