| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| PHILIPPA HUCKLE GROUP LIMITED, THE (TRADING AS ARIA FORUM WEALTH MANAGEMENT) | RO | Advising on securities | 2023-06-30 | 2025-09-17 |
| RO | Asset management | 2023-06-30 | 2025-09-17 | |
| Rep | Advising on securities | 2023-06-28 | 2023-06-30 | |
| Rep | Asset management | 2023-06-28 | 2023-06-30 | |
| Fortune Max International Asset Management Limited | RO | Advising on securities | 2023-02-21 | 2023-03-28 |
| RO | Asset management | 2023-02-21 | 2023-03-28 | |
| Rep | Advising on securities | 2022-12-28 | 2023-02-21 | |
| Rep | Asset management | 2022-12-28 | 2023-02-21 | |
| QIAN LONG ASSETS MANAGEMENT COMPANY LIMITED | RO | Advising on securities | 2021-04-30 | 2022-11-07 |
| RO | Asset management | 2021-04-30 | 2022-11-07 | |
| Rep | Advising on securities | 2018-10-15 | 2021-04-30 | |
| Rep | Asset management | 2018-10-15 | 2021-04-30 | |
| HONG KONG INTERNATIONAL CAPITAL MANAGEMENT LIMITED | Rep | Advising on corporate finance | 2016-12-21 | 2017-05-26 |