| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2026-06-03 | - |
| Rep | Dealing in securities | 2026-06-03 | - | |
| iFAST Global Markets (HK) Limited | Rep | Asset management | 2025-06-27 | 2026-02-24 |
| Rep | Advising on securities | 2021-05-06 | 2026-02-24 | |
| Rep | Dealing in securities | 2021-05-06 | 2026-02-24 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2021-05-06 | 2024-03-29 |