| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Neuberger Berman Asia Limited | Rep | Dealing in securities | 2025-09-08 | - |
| Rep | Advising on securities | 2025-07-15 | - | |
| Samsung Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2021-12-29 | 2025-07-04 |
| Rep | Asset management | 2021-12-29 | 2025-07-04 | |
| Altive Limited | Rep | Asset management | 2020-12-30 | 2021-12-10 |
| Rep | Advising on securities | 2020-12-04 | 2021-12-10 | |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2017-08-24 | 2020-11-15 |
| Rep | Dealing in securities | 2017-08-24 | 2020-11-15 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2017-08-24 | 2020-02-13 |
| Rep | Dealing in securities | 2017-08-24 | 2020-02-13 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2017-08-24 | 2020-11-15 |