| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BCT Financial Limited | Rep | Advising on securities | 2026-07-07 | - |
| Rep | Dealing in securities | 2026-07-07 | - | |
| Ninety One Hong Kong Limited | Rep | Advising on securities | 2025-05-14 | 2026-05-22 |
| Rep | Dealing in securities | 2025-05-14 | 2026-05-22 | |
| FIL Investment Management (Hong Kong) Limited | Rep | Advising on securities | 2024-03-18 | 2025-04-25 |
| Rep | Dealing in securities | 2024-03-18 | 2025-04-25 | |
| MARSH INVESTMENT SOLUTIONS (HK) LIMITED | Rep | Asset management | 2022-04-01 | 2024-02-16 |
| Rep | Advising on securities | 2022-03-04 | 2024-02-16 | |
| Rep | Dealing in securities | 2022-03-04 | 2024-02-16 | |
| FIL Investment Management (Hong Kong) Limited | Rep | Advising on securities | 2020-02-11 | 2022-01-14 |
| Rep | Dealing in securities | 2020-02-11 | 2022-01-14 | |
| Rep | Advising on securities | 2016-03-22 | 2019-01-24 | |
| Rep | Dealing in securities | 2016-03-22 | 2019-01-24 | |
| PHILLIP COMMODITIES (HK) LIMITED | Rep | Dealing in futures contracts | 2013-02-04 | 2013-08-10 |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2013-02-04 | 2013-08-10 |
| Rep | Dealing in securities | 2013-02-04 | 2013-08-10 |