| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Cynosure Asset Management Hong Kong Limited | RO | Advising on securities | 2026-01-26 | - |
| RO | Asset management | 2026-01-26 | - | |
| Waton Securities International Limited | RO | Advising on securities | 2024-03-13 | 2026-01-09 |
| RO | Asset management | 2024-03-13 | 2026-01-09 | |
| Axis Capital Management Limited | RO | Asset management | 2021-10-19 | 2023-03-31 |
| RO | Advising on securities | 2019-10-28 | 2023-03-31 | |
| Rep | Advising on securities | 2019-09-11 | 2019-10-28 | |
| Rep | Asset management | 2019-09-11 | 2021-10-19 | |
| GEO Securities Limited | Rep | Advising on securities | 2019-05-21 | 2019-07-31 |
| Rep | Asset management | 2019-05-21 | 2019-07-31 | |
| Rep | Dealing in securities | 2019-05-21 | 2019-07-31 | |
| Eddid Securities and Futures Limited | Rep | Dealing in securities | 2017-06-30 | 2018-09-17 |
| China Hong Kong Capital Asset Management Company Limited | Rep | Asset management | 2016-08-30 | 2017-05-29 |
| Rep | Dealing in securities | 2016-06-17 | 2017-05-29 | |
| GEO Securities Limited | Rep | Dealing in securities | 2013-09-09 | 2016-06-02 |