| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-04-20 | - |
| Rep | Dealing in securities | 2026-04-20 | - | |
| Saxo Capital Markets HK Limited | Rep | Dealing in futures contracts | 2020-09-21 | 2020-10-23 |
| Rep | Dealing in securities | 2020-09-21 | 2020-10-23 | |
| Rep | Leveraged foreign exchange trading | 2020-09-21 | 2020-10-23 |