| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Sun Life Investment Management Asia Limited | RO | Advising on securities | 2024-10-31 | - |
| RO | Asset management | 2024-10-31 | - | |
| RO | Dealing in securities | 2024-10-31 | - | |
| ICBC UBS Asset Management (International) Company Limited | RO | Advising on securities | 2016-12-13 | 2019-02-28 |
| RO | Asset management | 2016-12-13 | 2019-02-28 | |
| Rep | Dealing in securities | 2016-10-12 | 2019-02-28 | |
| Rep | Advising on securities | 2016-05-13 | 2016-12-13 | |
| Rep | Asset management | 2016-05-13 | 2016-12-13 | |
| GENESIS CAPITAL INVESTMENT (HK) LIMITED | RO | Asset management | 2013-12-02 | 2016-04-29 |
| ICBC UBS Asset Management (International) Company Limited | Rep | Advising on securities | 2012-05-21 | 2013-09-30 |
| Rep | Asset management | 2012-05-21 | 2013-09-30 | |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2007-08-06 | 2009-04-01 |