| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2024-08-02 | 2026-06-14 |
| Rep | Dealing in securities | 2024-08-02 | 2026-06-14 | |
| Manulife Investment Management (Hong Kong) Limited | Rep | Dealing in securities | 2023-01-31 | 2023-04-29 |
| BRIGHT SMART FUTURES & COMMODITIES COMPANY LIMITED | Rep | Dealing in futures contracts | 2016-02-11 | 2022-08-31 |
| BRIGHT SMART SECURITIES INTERNATIONAL (H.K.) LIMITED | Rep | Dealing in securities | 2015-10-22 | 2022-08-31 |