| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2017-07-10 | 2021-04-30 |
| Rep | Dealing in securities | 2016-08-22 | 2016-08-24 | |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2016-03-10 | 2020-02-12 |
| Rep | Dealing in securities | 2016-03-10 | 2020-02-12 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2015-07-14 | - |
| Rep | Dealing in securities | 2015-07-14 | - | |
| Leading Securities Company Limited | Rep | Asset management | 2014-06-17 | 2015-04-24 |
| RO | Dealing in securities | 2014-05-09 | 2015-04-24 | |
| Rep | Dealing in securities | 2013-12-18 | 2014-05-09 | |
| Rep | Advising on securities | 2013-12-18 | 2015-04-24 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2012-04-12 | 2013-10-12 |
| Rep | Dealing in securities | 2012-04-12 | 2013-10-12 | |
| OnePlatform Asset Management Limited | Rep | Advising on securities | 2007-06-27 | 2008-08-30 |