| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-03-13 | - |
| Rep | Dealing in securities | 2026-03-13 | - | |
| Prominence Investment Management Limited | Rep | Advising on securities | 2021-12-01 | 2023-09-14 |
| Rep | Asset management | 2021-11-09 | 2023-09-14 | |
| Meyer Capital Group Limited | Rep | Asset management | 2021-01-14 | 2021-09-30 |
| Xen Capital (HK) Limited | Rep | Advising on securities | 2020-10-07 | 2020-12-30 |
| Rep | Asset management | 2020-10-07 | 2020-12-30 |