| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| New Hong Kong Securities Limited | RO | Advising on securities | 2025-08-05 | - |
| RO | Asset management | 2025-08-05 | - | |
| RO | Dealing in securities | 2025-08-05 | - | |
| CHG INVESTMENT CONSULTANT LIMITED | RO | Advising on securities | 2017-09-26 | 2025-07-25 |
| Po Lee Asset Management Limited | RO | Asset management | 2017-09-26 | 2025-07-25 |
| CHG SECURITIES LIMITED | RO | Dealing in securities | 2015-11-13 | 2025-07-25 |
| Rep | Dealing in securities | 2004-04-01 | 2015-11-13 | |
| AuVantage Consultancy Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-02-24 |
| Rep | Asset management | 2003-04-01 | 2004-02-24 | |
| Rep | Securities margin financing | 2003-04-01 | 2004-02-24 | |
| Rep | Advising on securities | 2003-04-01 | 2004-04-01 | |
| Rep | Dealing in securities | 2003-04-01 | 2004-04-01 |