| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CX Investment Management Limited | RO | Advising on securities | 2020-10-21 | - |
| RO | Asset management | 2020-10-21 | - | |
| Globe Capital Asset Management Limited | RO | Advising on securities | 2017-08-16 | 2020-04-14 |
| RO | Asset management | 2017-08-16 | 2020-04-14 | |
| RO | Dealing in securities | 2017-08-16 | 2020-04-14 | |
| THE GAMMA CONSORTIUM LIMITED | RO | Advising on securities | 2016-10-03 | 2017-05-31 |
| RO | Asset management | 2016-10-03 | 2017-05-31 | |
| PYRMONT WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2015-09-04 | 2016-09-30 |
| RO | Asset management | 2015-09-04 | 2016-09-30 | |
| BRIGHT SMART SECURITIES INTERNATIONAL (H.K.) LIMITED | Rep | Dealing in securities | 2012-11-22 | 2015-07-01 |
| Bright Smart Asset Management Limited | RO | Asset management | 2012-03-26 | 2015-07-01 |
| MFG Limited (HK) | Rep | Asset management | 2009-03-09 | 2009-11-25 |
| Rep | Dealing in securities | 2009-03-09 | 2009-11-25 | |
| ABCI Securities Company Limited | Rep | Dealing in securities | 2004-01-13 | 2005-07-06 |