| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | RO | Advising on securities | 2013-09-10 | 2018-02-14 |
| RO | Dealing in securities | 2013-09-10 | 2018-02-14 | |
| FWD Life Insurance Company (Bermuda) Limited | RO | Asset management | 2013-06-17 | 2018-03-29 |