| Octal Capital Asset Management Limited | RO | Asset management | 2016-09-02 | 2026-09-04 |
| Octal Capital Limited | RO | Advising on corporate finance | 2013-01-08 | 2026-09-04 |
| RO | Dealing in securities | 2013-01-08 | 2026-09-04 |
| Rep | Advising on corporate finance | 2012-10-30 | 2013-01-08 |
| Rep | Dealing in securities | 2012-10-30 | 2013-01-08 |
| Partners Asset Management (HK) Limited | RO | Advising on securities | 2010-01-07 | 2012-10-24 |
| RO | Asset management | 2009-12-02 | 2012-10-24 |
| PARTNERS CAPITAL INTERNATIONAL LIMITED | RO | Advising on corporate finance | 2008-12-29 | 2012-10-24 |
| RO | Dealing in securities | 2008-12-29 | 2012-10-24 |
| Rep | Advising on corporate finance | 2008-10-03 | 2008-12-29 |
| Rep | Dealing in securities | 2008-10-03 | 2008-12-29 |
| Libertas Capital Asia Limited | Rep | Dealing in securities | 2008-04-17 | 2008-09-12 |
| RO | Advising on corporate finance | 2007-06-21 | 2008-09-12 |
| PIPER JAFFRAY ASIA LIMITED | Rep | Advising on corporate finance | 2004-09-28 | 2007-01-01 |
| SHENWAN HONGYUAN CAPITAL (H.K.) LIMITED | Rep | Asset management | 2003-04-01 | 2004-07-20 |
| Rep | Advising on corporate finance | 2003-04-01 | 2004-09-13 |
| Rep | Advising on securities | 2003-04-01 | 2004-09-13 |