| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| UOB KAY HIAN FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2015-06-29 | 2026-08-14 |
| UOB KAY HIAN (HONG KONG) LIMITED | Rep | Advising on securities | 2014-01-02 | 2026-08-14 |
| Rep | Dealing in securities | 2014-01-02 | 2026-08-14 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Dealing in securities | 2006-05-10 | 2008-09-12 |
| Rep | Advising on corporate finance | 2003-04-01 | 2004-05-04 | |
| Rep | Asset management | 2003-04-01 | 2004-05-04 | |
| Rep | Dealing in securities | 2003-04-01 | 2004-05-04 | |
| Rep | Advising on securities | 2003-04-01 | 2008-09-12 |