| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | Rep | Dealing in securities | 2025-09-29 | - |
| CLSA LIMITED | Rep | Dealing in securities | 2017-10-31 | 2025-11-27 |
| CITIC CLSA Capital Partners HK Limited | Rep | Advising on securities | 2017-06-20 | - |
| Rep | Asset management | 2017-06-20 | - | |
| HENDERSON GLOBAL INVESTORS (HONG KONG) LIMITED | RO | Advising on securities | 2007-11-13 | 2009-03-07 |
| RO | Dealing in securities | 2007-11-13 | 2009-03-07 | |
| Rep | Advising on securities | 2006-09-15 | 2007-11-13 | |
| Rep | Dealing in securities | 2006-07-21 | 2007-11-13 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Asset management | 2003-04-01 | 2005-01-25 |
| Rep | Advising on corporate finance | 2003-04-01 | 2005-03-23 | |
| Rep | Advising on securities | 2003-04-01 | 2005-03-23 | |
| Rep | Providing automated trading services | 2003-04-01 | 2005-03-23 | |
| Rep | Dealing in securities | 2003-04-01 | 2006-07-01 |