| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Capstone Financial (HK) Limited | RO | Advising on securities | 2015-11-05 | 2016-12-31 |
| RO | Asset management | 2015-11-05 | 2016-12-31 | |
| RO | Dealing in securities | 2015-11-05 | 2016-12-31 | |
| Rep | Advising on securities | 2015-10-05 | 2015-11-05 | |
| Rep | Asset management | 2015-10-05 | 2015-11-05 | |
| Rep | Dealing in securities | 2015-10-05 | 2015-11-05 | |
| ZHONGCAI ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2013-08-13 | 2015-09-04 |
| RO | Asset management | 2013-08-13 | 2015-09-04 | |
| RO | Dealing in securities | 2013-08-13 | 2015-09-04 | |
| ELITE FINANCIAL SERVICES LIMITED (HK) | RO | Asset management | 2013-05-23 | 2013-05-25 |
| PHILIPPA HUCKLE GROUP LIMITED, THE (TRADING AS ARIA FORUM WEALTH MANAGEMENT) | RO | Asset management | 2006-01-13 | 2010-10-25 |
| Rep | Advising on securities | 2005-03-21 | 2010-10-25 | |
| COMGEST FAR EAST LIMITED | RO | Advising on corporate finance | - | 2003-09-15 |
| RO | Advising on securities | - | 2003-09-15 | |
| RO | Asset management | - | 2003-09-15 |