| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AegisLink Consulting Limited | RO | Advising on securities | 2026-03-03 | - |
| RO | Asset management | 2026-03-03 | - | |
| RO | Dealing in securities | 2026-03-03 | - | |
| BIL Wealth Management Limited | RO | Advising on securities | 2021-02-19 | 2024-04-29 |
| RO | Asset management | 2021-02-19 | 2024-04-29 | |
| RO | Dealing in securities | 2021-02-19 | 2024-04-29 | |
| Rep | Asset management | 2020-11-02 | 2021-02-19 | |
| Rep | Advising on securities | 2020-10-16 | 2021-02-19 | |
| Rep | Dealing in securities | 2020-10-16 | 2021-02-19 | |
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | Rep | Advising on securities | 2019-03-26 | 2020-09-22 |
| Rep | Dealing in futures contracts | 2019-03-26 | 2020-09-22 | |
| Rep | Dealing in securities | 2019-03-26 | 2020-09-22 | |
| F&C Asset Management Asia Limited | Rep | Dealing in securities | 2009-12-14 | 2010-06-30 |