| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Advising on securities | 2026-07-06 | - |
| Rep | Dealing in securities | 2026-07-06 | - | |
| XHK Limited | Rep | Dealing in futures contracts | 2023-11-23 | 2025-02-03 |
| Rep | Dealing in securities | 2023-11-23 | 2025-02-03 |