| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Y-Intercept (Hong Kong) Limited | Rep | Asset management | 2019-01-03 | 2025-10-08 |
| Credit Suisse (Hong Kong) Limited | Rep | Asset management | 2016-11-09 | 2017-12-07 |
| Rep | Dealing in futures contracts | 2013-10-17 | 2017-11-09 | |
| Rep | Dealing in securities | 2013-10-17 | 2017-11-09 | |
| Credit Suisse Securities (Hong Kong) Limited | Rep | Dealing in securities | 2013-10-17 | 2016-11-01 |