| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2025-02-18 | - |
| Rep | Asset management | 2025-02-18 | - | |
| Rep | Dealing in securities | 2025-02-18 | - | |
| WRise Wealth Management (Hong Kong) Limited | Rep | Advising on securities | 2024-04-18 | 2024-12-31 |
| Rep | Asset management | 2024-04-18 | 2024-12-31 | |
| Rep | Dealing in securities | 2024-04-18 | 2024-12-31 | |
| Avenue Family Office Limited | Rep | Advising on securities | 2020-11-11 | 2024-03-22 |
| Rep | Asset management | 2020-11-11 | 2024-03-22 | |
| Rep | Dealing in securities | 2020-11-11 | 2024-03-22 | |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Asset management | 2005-05-13 | 2007-06-08 |
| HSBC INVESTMENT FUNDS (HONG KONG) LIMITED | Rep | Dealing in securities | 2005-05-13 | 2007-06-08 |
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2005-05-12 | 2007-06-08 |
| Credit Suisse (Hong Kong) Limited | Rep | Advising on corporate finance | 2004-01-13 | 2005-02-25 |
| Rep | Advising on securities | 2004-01-13 | 2005-02-25 |