| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2022-02-18 | 2025-04-30 |
| Rep | Dealing in securities | 2022-02-18 | 2025-04-30 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2022-02-18 | 2025-04-30 |
| CLSA LIMITED | Rep | Advising on securities | 2021-04-09 | 2021-12-31 |
| Rep | Dealing in securities | 2021-04-09 | 2021-12-31 | |
| Vanguard Investments Hong Kong Limited | Rep | Advising on securities | 2016-04-18 | 2020-07-17 |
| Rep | Dealing in securities | 2016-04-18 | 2020-07-17 |