| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2019-07-23 | 2025-04-22 |
| Rep | Dealing in securities | 2019-07-23 | 2025-04-22 | |
| CCB INTERNATIONAL SECURITIES LIMITED | Rep | Advising on securities | 2010-08-12 | 2011-07-19 |
| Rep | Dealing in securities | 2010-08-12 | 2011-07-19 | |
| J.P. MORGAN BROKING (HONG KONG) LIMITED | Rep | Advising on securities | 2007-02-08 | 2008-07-04 |
| Rep | Dealing in securities | 2007-02-08 | 2008-07-04 |