| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HOLBORN LIMITED | RO | Advising on securities | 2024-09-12 | - |
| RO | Asset management | 2024-09-12 | - | |
| MA Asset Management (Hong Kong) Limited | RO | Dealing in securities | 2021-09-21 | 2022-10-21 |
| PYRMONT WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2019-06-10 | 2021-02-16 |
| RO | Asset management | 2019-06-10 | 2021-02-16 | |
| Rep | Advising on securities | 2019-05-21 | 2019-06-10 | |
| Rep | Asset management | 2019-05-21 | 2019-06-10 | |
| Progeny (Hong Kong) Limited | RO | Advising on securities | 2018-10-22 | 2019-04-16 |
| RO | Dealing in securities | 2018-10-22 | 2019-04-16 | |
| Rep | Advising on securities | 2018-10-15 | 2018-10-22 | |
| Rep | Dealing in securities | 2018-10-15 | 2018-10-22 | |
| CBH Asia Limited | RO | Advising on securities | 2012-02-24 | 2018-10-04 |
| RO | Asset management | 2012-02-24 | 2018-10-04 | |
| RO | Dealing in securities | 2012-02-24 | 2018-10-04 | |
| RO | Dealing in securities | 2010-09-24 | 2011-08-31 | |
| RO | Advising on securities | 2007-09-04 | 2011-08-31 | |
| RO | Asset management | 2007-09-04 | 2011-08-31 | |
| Rep | Advising on securities | 2007-05-23 | 2007-09-04 | |
| Rep | Asset management | 2007-05-23 | 2007-09-04 | |
| ASIA PACIFIC INVESTMENT ADVISORS LIMITED | Rep | Advising on securities | 2006-12-15 | 2007-04-27 |
| Rep | Asset management | 2006-12-15 | 2007-04-27 | |
| CBH Asia Limited | Rep | Asset management | 2005-02-25 | 2006-11-10 |
| Rep | Advising on securities | 2005-02-22 | 2006-11-10 | |
| DELTA ASIA SECURITIES LIMITED | Rep | Advising on securities | 2004-07-09 | 2005-01-24 |
| CBH Asia Limited | Rep | Asset management | 2003-10-31 | 2004-07-02 |
| Rep | Advising on securities | 2003-10-27 | 2004-07-02 | |
| UKFP (Asia) HK Limited | Rep | Advising on corporate finance | 2003-04-01 | 2003-10-22 |
| Rep | Asset management | 2003-04-01 | 2003-10-22 | |
| Rep | Advising on securities | 2003-04-01 | 2003-10-23 | |
| Rep | Dealing in securities | 2003-04-01 | 2003-10-23 |