| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CWB Hong Kong Limited | Rep | Asset management | 2008-11-27 | 2019-04-15 |
| Rep | Advising on securities | 2008-10-22 | 2019-04-15 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2008-08-26 | 2008-10-04 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2007-09-17 | 2008-10-04 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2007-06-05 | 2008-10-04 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2007-06-05 | 2008-10-04 |