| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Milestone Capital Limited | RO | Asset management | 2026-03-31 | - |
| CHINA HONG KONG LINK ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2018-05-07 | 2019-07-03 |
| RO | Asset management | 2017-08-01 | 2019-07-03 | |
| China-Hong Kong Link Securities Company Limited | RO | Dealing in securities | 2017-08-01 | 2019-07-03 |
| CHINA HONG KONG LINK ASSET MANAGEMENT LIMITED | Rep | Asset management | 2017-05-17 | 2017-08-01 |
| China-Hong Kong Link Securities Company Limited | Rep | Dealing in securities | 2017-05-17 | 2017-08-01 |
| Look's Securities Limited | RO | Dealing in securities | 2016-08-31 | 2017-04-15 |
| Safari Asia Limited | RO | Advising on securities | 2016-07-21 | 2017-04-15 |
| RO | Advising on securities | 2010-04-30 | 2015-07-02 | |
| RO | Asset management | 2010-04-30 | 2017-04-15 | |
| CAPITAL FOCUS ASSET MANAGEMENT LIMITED | RO | Asset management | 2009-03-06 | 2010-03-31 |
| UBS SECURITIES ASIA LIMITED | RO | Advising on securities | 2007-07-05 | 2008-08-06 |
| Rep | Advising on corporate finance | 2003-04-01 | 2005-03-24 | |
| Rep | Asset management | 2003-04-01 | 2005-03-24 | |
| Rep | Dealing in securities | 2003-04-01 | 2005-03-24 | |
| Rep | Advising on securities | 2003-04-01 | 2007-07-05 |