| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2025-12-09 | - |
| Rep | Dealing in securities | 2025-12-09 | - | |
| Dynasty Alliance Investment Management Limited | Rep | Asset management | 2018-09-11 | 2019-09-03 |