| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Pacific International Securities Limited | Rep | Advising on securities | 2026-01-22 | - |
| Rep | Asset management | 2026-01-22 | - | |
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2021-12-29 | 2025-07-31 |
| Rep | Asset management | 2021-12-29 | 2025-07-31 |