| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ARTA GLOBAL MARKETS LIMITED | RO | Asset management | 2026-03-30 | - |
| Sage Partners Limited | RO | Asset management | 2021-04-01 | 2025-03-31 |
| Rep | Asset management | 2021-03-22 | 2021-04-01 | |
| OLD PEAK LIMITED (HK) | RO | Advising on futures contracts | 2007-08-30 | 2021-01-01 |
| RO | Advising on securities | 2007-08-30 | 2021-01-01 | |
| RO | Asset management | 2007-08-30 | 2021-01-01 | |
| Rep | Advising on futures contracts | 2006-03-17 | 2007-08-30 | |
| Rep | Advising on securities | 2006-03-17 | 2007-08-30 | |
| Rep | Asset management | 2006-03-17 | 2007-08-30 | |
| UBS SECURITIES ASIA LIMITED | Rep | Advising on corporate finance | 2003-04-01 | 2005-03-24 |
| Rep | Advising on securities | 2003-04-01 | 2005-03-24 | |
| Rep | Asset management | 2003-04-01 | 2005-03-24 | |
| Rep | Dealing in securities | 2003-04-01 | 2006-03-01 |