| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-02-27 | - |
| Rep | Dealing in securities | 2026-02-27 | - | |
| SoFi Securities (Hong Kong) Limited | Rep | Advising on securities | 2016-01-04 | 2017-07-21 |
| Rep | Dealing in securities | 2015-10-29 | 2017-07-21 |