| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Morningstar Investment Management Asia Limited | Rep | Advising on securities | 2020-06-04 | 2022-01-31 |
| Vanguard Investments Hong Kong Limited | Rep | Dealing in securities | 2018-06-29 | 2018-10-31 |
| Rep | Advising on securities | 2018-05-28 | 2018-10-31 | |
| Rep | Asset management | 2018-05-28 | 2018-10-31 | |
| Manulife Investment Management (Hong Kong) Limited | Rep | Asset management | 2017-11-03 | 2018-05-05 |
| Rep | Advising on securities | 2015-11-26 | 2018-05-05 |