| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| New Peak Partners Limited | Rep | Advising on securities | 2025-08-04 | - |
| Rep | Dealing in securities | 2025-06-30 | - | |
| Monument Group (HK) Limited | Rep | Dealing in securities | 2018-12-12 | 2025-02-28 |
| MARSH INVESTMENT SOLUTIONS (HK) LIMITED | Rep | Asset management | 2018-04-26 | 2018-11-21 |
| Rep | Advising on securities | 2017-02-03 | 2018-11-21 | |
| Rep | Dealing in securities | 2017-02-03 | 2018-11-21 | |
| Towers Watson Investment Services Hong Kong Limited | Rep | Advising on securities | 2016-10-06 | 2016-12-19 |