| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| EVERWEALTH CAPITAL MANAGEMENT COMPANY LIMITED | RO | Advising on securities | 2024-10-15 | 2025-05-31 |
| RO | Asset management | 2024-10-15 | 2025-05-31 | |
| RO | Dealing in securities | 2024-10-15 | 2025-05-31 | |
| Rep | Advising on securities | 2024-09-10 | 2024-10-15 | |
| Rep | Asset management | 2024-09-10 | 2024-10-15 | |
| Rep | Dealing in securities | 2024-09-10 | 2024-10-15 | |
| Aurelius Financial Group Limited | RO | Advising on securities | 2021-11-16 | 2024-07-31 |
| RO | Asset management | 2021-11-16 | 2024-07-31 | |
| RO | Dealing in securities | 2021-11-16 | 2024-07-31 | |
| BNP PARIBAS SECURITIES (ASIA) LIMITED | Rep | Advising on corporate finance | 2015-04-21 | 2019-09-02 |
| Credit Suisse (Hong Kong) Limited | Rep | Advising on securities | 2009-04-17 | 2009-08-28 |
| Rep | Dealing in securities | 2009-04-17 | 2009-08-28 | |
| Aberdeen International Investment Management Limited | Rep | Advising on securities | 2008-06-11 | 2009-04-30 |
| Rep | Dealing in securities | 2008-06-11 | 2009-04-30 |