| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CAM Wealth Management Company Limited | RO | Advising on securities | 2015-11-19 | 2019-01-28 |
| RO | Asset management | 2015-11-19 | 2019-01-28 | |
| Crosby Securities Limited | RO | Advising on securities | 2013-03-06 | 2016-10-31 |
| RO | Asset management | 2013-03-06 | 2016-10-31 | |
| RO | Dealing in securities | 2013-03-06 | 2016-10-31 | |
| CAM Wealth Management Company Limited | RO | Advising on securities | 2011-05-27 | 2013-11-15 |
| RO | Asset management | 2011-05-27 | 2013-11-15 | |
| SOFTECH INVESTMENT MANAGEMENT COMPANY LIMITED | RO | Advising on securities | 2011-05-27 | 2013-11-15 |
| RO | Asset management | 2011-05-27 | 2013-11-15 | |
| Chinese Strategic Asset Management Limited | RO | Advising on securities | 2007-12-20 | 2014-10-17 |
| RO | Asset management | 2007-09-07 | 2014-10-17 | |
| SPARX Asia Investment Advisors Limited | Rep | Asset management | 2006-01-05 | 2007-01-31 |
| Rep | Advising on securities | 2005-03-29 | 2007-01-31 |