| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2026-08-11 | - |
| Rep | Dealing in securities | 2026-08-11 | - | |
| Manulife Investment Management (Hong Kong) Limited | Rep | Dealing in securities | 2025-04-09 | 2025-08-02 |
| CENTALINE SECURITIES LIMITED | Rep | Dealing in securities | 2020-06-24 | 2022-07-31 |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2020-06-24 | 2022-07-31 |
| Rep | Dealing in securities | 2020-06-24 | 2022-07-31 | |
| Manulife Investment Management (Hong Kong) Limited | Rep | Dealing in securities | 2016-11-08 | 2019-06-28 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2014-09-22 | 2015-09-21 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2014-07-25 | 2015-09-21 |