| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | RO | Dealing in securities | 2025-10-17 | - |
| RO | Advising on securities | 2025-06-23 | - | |
| Manulife Investment Management (Hong Kong) Limited | RO | Advising on securities | 2021-06-15 | 2024-10-28 |
| RO | Dealing in securities | 2016-06-24 | 2024-10-28 | |
| Rep | Dealing in securities | 2016-05-24 | 2016-06-24 |