| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2023-09-04 | 2025-02-24 |
| Rep | Dealing in securities | 2023-09-04 | 2025-02-24 | |
| SHENWAN HONGYUAN SECURITIES (H.K.) LIMITED | Rep | Dealing in securities | 2020-08-20 | 2022-03-14 |
| TC Investment Management (Asia) Limited | RO | Advising on securities | 2015-11-24 | 2020-04-16 |
| RO | Dealing in securities | 2015-11-24 | 2020-04-16 | |
| Rep | Dealing in securities | 2015-10-16 | 2015-11-24 | |
| Manulife Investment Management (Hong Kong) Limited | RO | Dealing in securities | 2012-07-05 | 2015-09-30 |