| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WRise Wealth Management (Hong Kong) Limited | Rep | Advising on securities | 2025-01-03 | - |
| Rep | Asset management | 2025-01-03 | - | |
| Rep | Dealing in securities | 2025-01-03 | - | |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-06-09 |
| Rep | Advising on securities | 2003-04-01 | 2004-06-09 | |
| Rep | Asset management | 2003-04-01 | 2004-06-09 | |
| Rep | Dealing in securities | 2003-04-01 | 2007-04-19 |