| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BIL Wealth Management Limited | RO | Advising on securities | 2024-04-26 | 2025-03-18 |
| RO | Asset management | 2024-04-26 | 2025-03-18 | |
| RO | Dealing in securities | 2024-04-26 | 2025-03-18 | |
| Rep | Advising on securities | 2021-03-05 | 2024-04-26 | |
| Rep | Asset management | 2021-03-05 | 2024-04-26 | |
| Rep | Dealing in securities | 2021-03-05 | 2024-04-26 | |
| JMC Capital HK Limited | Rep | Advising on securities | 2020-07-02 | 2021-02-17 |
| Rep | Asset management | 2020-07-02 | 2021-02-17 | |
| Rep | Dealing in securities | 2020-07-02 | 2021-02-17 |