| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | Rep | Dealing in securities | 2025-08-11 | 2026-05-04 |
| Rep | Advising on securities | 2020-02-20 | 2026-05-04 | |
| Rep | Asset management | 2020-02-20 | 2026-05-04 | |
| CLSA LIMITED | Rep | Dealing in securities | 2020-02-20 | 2025-11-27 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2006-10-16 | 2010-07-19 |