| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CC SIF Advisory Limited | RO | Dealing in securities | 2019-05-22 | - |
| RO | Advising on corporate finance | 2008-07-07 | - | |
| RO | Asset management | 2008-07-07 | - | |
| RO | Advising on securities | 2006-07-25 | - | |
| CC Finance Limited | RO | Advising on corporate finance | 2006-04-20 | 2025-06-12 |
| RO | Advising on securities | 2006-04-20 | 2025-06-12 | |
| RO | Dealing in securities | 2006-04-20 | 2025-06-12 | |
| CITIC SECURITIES CORPORATE FINANCE (HK) LIMITED | RO | Advising on corporate finance | 2003-04-01 | 2007-04-10 |