| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2018-11-09 | 2020-02-12 |
| Rep | Dealing in securities | 2018-11-09 | 2020-02-12 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2018-11-09 | - |
| Rep | Dealing in securities | 2018-11-09 | - | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2018-11-09 | 2021-04-30 |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2017-03-20 | 2018-10-08 |
| Rep | Dealing in securities | 2017-03-20 | 2018-10-08 |