| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| XTransfer Financial Services (HK) Limited | RO | Advising on securities | 2023-07-05 | - |
| RO | Asset management | 2023-07-05 | - | |
| RO | Dealing in securities | 2023-07-05 | - | |
| Walden Partners Capital Limited | RO | Advising on securities | 2023-03-17 | 2023-06-30 |
| RO | Asset management | 2023-03-17 | 2023-06-30 | |
| RO | Dealing in securities | 2023-03-17 | 2023-06-30 | |
| Standard Chartered Securities (Hong Kong) Limited | Rep | Advising on corporate finance | 2016-10-20 | 2017-01-31 |
| Rep | Advising on securities | 2016-10-20 | 2017-01-31 | |
| Rep | Dealing in securities | 2016-10-20 | 2017-01-31 |