| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | RO | Dealing in securities | 2025-09-05 | - |
| RO | Advising on securities | 2025-07-11 | - | |
| Pulse Wealth Limited | RO | Advising on securities | 2022-12-15 | 2023-12-08 |
| RO | Dealing in securities | 2022-12-15 | 2023-12-08 | |
| Rep | Advising on securities | 2022-12-05 | 2022-12-15 | |
| Rep | Dealing in securities | 2022-12-05 | 2022-12-15 |