| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| TFI Securities and Futures Limited | Rep | Advising on securities | 2024-09-13 | 2024-12-03 |
| Rep | Dealing in securities | 2024-09-13 | 2024-12-03 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2020-12-04 | 2021-09-03 |
| Rep | Dealing in securities | 2016-07-12 | 2018-12-19 | |
| Merrill Lynch Far East Limited | Rep | Dealing in futures contracts | 2016-07-12 | 2021-09-03 |
| Rep | Dealing in securities | 2016-07-12 | 2021-09-03 | |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2008-08-04 | 2008-11-20 |
| Morgan Stanley Hong Kong Futures Limited | Rep | Dealing in futures contracts | 2008-08-04 | 2008-11-20 |