| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ASSET MANAGEMENT GROUP LIMITED | Rep | Asset management | 2026-09-02 | - |
| Rep | Advising on securities | 2018-09-21 | - | |
| Rep | Dealing in securities | 2018-09-21 | - | |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2014-03-17 | 2014-07-13 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2014-03-17 | 2014-07-13 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2014-03-17 | 2014-07-13 |