| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wealth Link Securities Limited | Rep | Advising on securities | 2024-09-11 | 2025-04-01 |
| Rep | Dealing in securities | 2024-09-11 | 2025-04-01 | |
| Saxo Capital Markets HK Limited | Rep | Advising on securities | 2022-04-01 | 2022-10-08 |
| Rep | Dealing in futures contracts | 2022-04-01 | 2022-10-08 | |
| Rep | Dealing in securities | 2022-04-01 | 2022-10-08 | |
| Rep | Leveraged foreign exchange trading | 2022-04-01 | 2022-10-08 | |
| UOB KAY HIAN FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2021-05-14 | 2021-08-01 |
| UOB KAY HIAN (HONG KONG) LIMITED | Rep | Dealing in securities | 2020-09-30 | 2021-08-01 |