| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2008-03-05 | 2009-07-14 |
| Bright Fund Management Limited | RO | Asset management | 2005-03-01 | 2007-08-21 |
| RO | Asset management | - | 2003-11-19 | |
| RO | Advising on securities | - | 2007-08-21 | |
| RO | Dealing in securities | - | 2007-08-21 | |
| CES Commodities (HK) Limited | Rep | Advising on futures contracts | - | 2003-11-19 |
| Rep | Asset management | - | 2003-11-19 | |
| Rep | Dealing in futures contracts | - | 2009-07-14 | |
| CES Forex (HK) Limited | RO | Leveraged foreign exchange trading | - | 2009-07-14 |