| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Venture Smart Asia Limited | RO | Asset management | 2025-04-11 | 2025-11-11 |
| Rep | Asset management | 2024-09-02 | 2025-04-11 | |
| RO | Advising on securities | 2024-09-02 | 2026-02-09 | |
| RO | Dealing in securities | 2024-09-02 | 2026-02-09 | |
| VSFG Asset Management Limited | RO | Advising on securities | 2023-04-25 | 2025-01-14 |
| RO | Dealing in securities | 2023-04-25 | 2025-01-14 | |
| Rep | Advising on securities | 2023-02-27 | 2023-04-25 | |
| Rep | Dealing in securities | 2023-02-27 | 2023-04-25 | |
| Rep | Asset management | 2023-02-27 | 2025-01-14 | |
| Crosby Securities Limited | Rep | Asset management | 2017-08-18 | 2022-12-01 |
| RO | Advising on corporate finance | 2016-08-11 | 2022-12-01 | |
| RO | Advising on securities | 2016-08-11 | 2022-12-01 | |
| RO | Dealing in securities | 2016-08-11 | 2022-12-01 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Advising on corporate finance | - | 2003-04-15 |
| Rep | Advising on securities | - | 2003-04-15 | |
| Rep | Asset management | - | 2003-04-15 | |
| Rep | Providing automated trading services | - | 2003-04-15 | |
| Rep | Dealing in securities | - | 2003-04-15 |