| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Dimensional Hong Kong Limited | RO | Advising on securities | 2025-10-16 | - |
| RO | Asset management | 2025-10-16 | - | |
| RO | Dealing in securities | 2022-04-26 | - | |
| Rep | Dealing in securities | 2022-01-25 | 2022-04-26 | |
| PIMCO Asia Limited | Rep | Advising on securities | 2016-06-29 | 2021-11-12 |
| Rep | Asset management | 2016-06-29 | 2021-11-12 | |
| Rep | Dealing in securities | 2016-06-29 | 2021-11-12 | |
| Legg Mason Asset Management Hong Kong Limited | Rep | Advising on securities | 2015-05-11 | 2016-01-26 |
| Rep | Dealing in securities | 2015-05-11 | 2016-01-26 | |
| UBS SDIC Asset Management (Hong Kong) Company Limited | Rep | Dealing in securities | 2014-04-15 | 2015-05-04 |
| Rep | Asset management | 2014-01-13 | 2015-05-04 | |
| Rep | Advising on securities | 2011-12-30 | 2015-05-04 |