| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| UBP ASSET MANAGEMENT ASIA LIMITED | RO | Dealing in securities | 2024-11-21 | - |
| RO | Advising on securities | 2022-04-06 | - | |
| RO | Asset management | 2022-04-06 | - | |
| Rep | Advising on securities | 2020-12-17 | 2022-04-06 | |
| Rep | Dealing in securities | 2020-12-17 | 2024-11-21 | |
| GAM HONG KONG LIMITED | Rep | Advising on securities | 2017-08-03 | 2020-11-16 |
| RO | Dealing in securities | 2017-03-13 | 2020-11-16 | |
| Rep | Dealing in securities | 2013-07-18 | 2017-03-13 | |
| Rep | Advising on securities | 2013-07-18 | 2017-05-08 | |
| EASTSPRING INVESTMENTS (HONG KONG) LIMITED (TRADING AS EASTSPRING INVESTMENTS) | Rep | Advising on securities | 2012-03-15 | 2013-05-31 |
| Rep | Dealing in securities | 2012-03-15 | 2013-05-31 | |
| MFS International (Hong Kong) Limited | RO | Dealing in securities | 2009-07-29 | 2012-02-29 |
| NOMURA INTERNATIONAL (HONG KONG) LIMITED | Rep | Dealing in securities | 2008-10-17 | 2008-12-23 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2005-04-04 | 2007-06-08 |
| JPMorgan Funds (Asia) Limited | Rep | Dealing in securities | 2004-01-19 | 2005-03-02 |