| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AIA Investment Management HK Limited | RO | Advising on securities | 2025-10-31 | - |
| RO | Asset management | 2025-10-31 | - | |
| Rep | Advising on securities | 2025-10-28 | 2025-10-31 | |
| Rep | Asset management | 2025-10-28 | 2025-10-31 | |
| Sun Life Asset Management (HK) Limited | RO | Advising on securities | 2016-08-29 | 2025-07-31 |
| RO | Asset management | 2014-05-23 | 2025-07-31 | |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2004-04-06 | 2007-05-15 |
| Rep | Asset management | 2004-04-06 | 2007-05-15 | |
| HANG SENG INVESTMENT MANAGEMENT LIMITED | Rep | Advising on corporate finance | 2003-04-01 | 2004-04-01 |
| Rep | Advising on securities | 2003-04-01 | 2004-04-01 | |
| Rep | Asset management | 2003-04-01 | 2004-04-01 |