| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | Rep | Dealing in securities | 2025-08-27 | - |
| CLSA LIMITED | Rep | Dealing in securities | 2017-10-11 | 2025-11-27 |
| CITIC CLSA Capital Partners HK Limited | Rep | Advising on securities | 2017-05-05 | - |
| Rep | Asset management | 2017-05-05 | - | |
| Carlyle Global Credit (Asia) Limited | RO | Asset management | 2015-04-02 | 2016-11-01 |
| Credit Suisse (Hong Kong) Limited | Rep | Providing automated trading services | 2003-04-01 | 2003-08-22 |
| Rep | Dealing in securities | 2003-04-01 | 2004-06-17 |