| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2018-09-20 | 2020-02-12 |
| Rep | Dealing in securities | 2018-09-20 | 2020-02-12 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2018-09-20 | 2020-02-17 |
| Rep | Dealing in securities | 2018-09-20 | 2020-02-17 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2018-09-20 | 2020-02-17 |
| IPP Financial Advisers Limited | Rep | Advising on securities | 2012-06-15 | 2018-01-17 |
| Rep | Dealing in securities | 2012-06-15 | 2018-01-17 | |
| Sun Life Hong Kong Limited | Rep | Advising on corporate finance | - | 2005-01-28 |
| Rep | Asset management | - | 2005-01-28 | |
| Rep | Advising on securities | - | 2009-05-31 |