| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-01-16 | - |
| Rep | Dealing in securities | 2026-01-16 | - | |
| ZURICH ADVISORY (HK) LIMITED | Rep | Advising on securities | 2005-10-19 | 2010-06-09 |