| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Pleiad Investment Advisors Limited | Rep | Advising on securities | 2026-05-20 | - |
| Rep | Asset management | 2026-05-20 | - | |
| Green Court Capital Management Limited | Rep | Advising on securities | 2021-08-19 | 2026-02-27 |
| Rep | Asset management | 2021-08-19 | 2026-02-27 | |
| Neuberger Berman Asia Limited | Rep | Advising on securities | 2019-05-16 | 2021-07-16 |
| Rep | Dealing in securities | 2019-05-16 | 2021-07-16 | |
| Pleiad Investment Advisors Limited | Rep | Asset management | 2015-04-01 | 2019-03-31 |
| J.P. MORGAN BROKING (HONG KONG) LIMITED | Rep | Advising on futures contracts | 2014-04-15 | 2015-03-13 |
| Rep | Dealing in futures contracts | 2014-04-15 | 2015-03-13 |