| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2025-07-31 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2024-12-09 | - |
| Rep | Dealing in securities | 2024-12-09 | - | |
| Channel 8 Wealth Management Limited | Rep | Asset management | 2015-06-25 | 2024-11-12 |
| Rep | Advising on securities | 2011-10-26 | 2024-11-12 | |
| Rep | Dealing in securities | 2011-10-26 | 2024-11-12 | |
| CINDA INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | Rep | Leveraged foreign exchange trading | 2003-04-01 | 2004-05-13 |