| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| GAIN MILES FINANCIAL PLANNING CONSULTANTS LIMITED | RO | Asset management | 2025-08-27 | - |
| Rep | Advising on securities | 2025-07-03 | - | |
| Rep | Dealing in securities | 2025-07-03 | - | |
| Manulife Investment Management (Hong Kong) Limited | RO | Advising on securities | 2020-11-17 | 2024-12-06 |
| RO | Asset management | 2020-11-17 | 2024-12-06 | |
| RO | Dealing in securities | 2020-11-17 | 2024-12-06 | |
| Rep | Advising on securities | 2017-06-28 | 2020-11-17 | |
| Rep | Asset management | 2017-06-28 | 2020-11-17 | |
| Rep | Dealing in securities | 2017-06-28 | 2020-11-17 |