| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| KGI ASIA LIMITED | RO | Advising on securities | 2022-08-16 | 2025-03-07 |
| Rep | Advising on securities | 2022-06-14 | 2022-08-16 | |
| Rep | Dealing in securities | 2022-06-14 | 2025-03-07 | |
| KGI Asset Management Limited | Rep | Asset management | 2022-06-14 | 2025-03-07 |
| CHINA EVERBRIGHT RESEARCH LIMITED | RO | Advising on securities | 2018-05-03 | 2022-05-31 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2016-08-24 | 2022-05-31 |
| Bright Fund Management Limited | Rep | Asset management | 2016-08-16 | 2022-05-31 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2014-01-13 | 2022-05-31 |
| iBest Consultants Limited | Rep | Asset management | 2005-03-24 | 2008-04-30 |
| Rep | Advising on securities | 2005-03-22 | 2008-04-30 | |
| CASH Wealth Management Limited | Rep | Advising on securities | 2004-05-25 | 2005-03-01 |