| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WICENS INTERNATIONAL SECURITIES LIMITED | RO | Dealing in securities | 2025-11-03 | 2026-04-01 |
| AVICT Global Asset Management Limited | RO | Advising on securities | 2019-06-12 | 2024-03-01 |
| RO | Asset management | 2019-06-12 | 2024-03-01 | |
| KILMOREY ASSET MANAGEMENT LIMITED | RO | Asset management | 2017-12-11 | 2018-09-17 |
| Guo Tong Capital Management Company Limited | RO | Advising on securities | 2012-09-20 | 2015-10-30 |
| RO | Asset management | 2012-09-20 | 2015-10-30 | |
| Rep | Advising on securities | 2012-06-19 | 2012-09-20 | |
| Rep | Asset management | 2012-06-19 | 2012-09-20 | |
| Global CTA Services Investment (HK) Limited | RO | Advising on securities | 2008-11-26 | 2012-04-30 |
| PREFERRED LEGACY CAPITAL LIMITED | Rep | Asset management | 2008-07-30 | 2009-12-15 |
| Superfund Financial (Hong Kong) Limited | Rep | Advising on securities | 2007-11-07 | 2008-04-01 |
| RO | Advising on securities | 2007-05-07 | 2007-11-07 | |
| Rep | Dealing in securities | 2007-05-07 | 2008-04-01 | |
| Rep | Advising on securities | 2007-03-12 | 2007-05-07 | |
| THORNTON GLOBAL WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2004-10-08 | 2006-12-05 |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | - | 2004-10-07 |