| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Preeminent Asset Management Limited | RO | Advising on securities | 2025-11-04 | - |
| RO | Asset management | 2025-11-04 | - | |
| Pinerock Asset Management Limited | RO | Advising on securities | 2024-04-12 | 2024-12-20 |
| RO | Asset management | 2024-04-12 | 2024-12-20 | |
| Po Tai Securities (Hong Kong) Limited | RO | Advising on securities | 2022-07-15 | 2022-08-03 |
| RO | Dealing in securities | 2022-07-15 | 2022-08-03 | |
| CES Capital International (Hong Kong) Co., Limited | RO | Advising on securities | 2017-01-20 | 2021-12-06 |
| RO | Dealing in securities | 2017-01-20 | 2021-12-06 | |
| Rep | Advising on securities | 2014-12-03 | 2017-01-20 | |
| Rep | Dealing in securities | 2014-12-03 | 2017-01-20 | |
| Rep | Advising on futures contracts | 2014-12-03 | 2021-12-06 | |
| Rep | Dealing in futures contracts | 2014-12-03 | 2021-12-06 | |
| RO | Asset management | 2014-09-19 | 2021-12-06 | |
| Rep | Asset management | 2014-07-25 | 2014-09-19 | |
| SIIC ASSET MANAGEMENT COMPANY LIMITED | RO | Asset management | 2013-08-15 | 2014-07-07 |
| Rep | Asset management | 2008-08-26 | 2013-08-15 |