| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SC Lowy Securities (HK) Limited | Rep | Dealing in securities | 2025-04-16 | 2026-04-15 |
| SC Lowy Asset Management (HK) Limited | Rep | Asset management | 2024-01-24 | - |
| SC Lowy Financial (HK) Limited | Rep | Dealing in securities | 2020-02-18 | - |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2016-10-04 | 2019-09-24 |
| Merrill Lynch Far East Limited | Rep | Dealing in securities | 2016-10-04 | 2016-10-25 |
| Rep | Dealing in futures contracts | 2016-10-04 | 2019-09-24 | |
| Houlihan Lokey (China) Limited | Rep | Advising on corporate finance | 2015-12-07 | 2016-08-18 |
| Rep | Advising on securities | 2015-12-07 | 2016-08-18 | |
| Rep | Dealing in securities | 2015-12-07 | 2016-08-18 |