| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SOFAER GLOBAL RESEARCH (HK) LIMITED | RO | Advising on securities | 2018-04-11 | 2019-08-15 |
| RO | Asset management | 2018-04-11 | 2019-08-15 | |
| GRAND FIRE SECURITIES LIMITED | Rep | Advising on securities | 2010-07-02 | 2013-05-28 |
| Rep | Asset management | 2010-07-02 | 2013-05-28 | |
| HSBC Private Trustee (Hong Kong) Limited | RO | Advising on securities | 2004-04-01 | 2004-11-24 |
| RO | Asset management | 2004-04-01 | 2004-11-24 | |
| RO | Dealing in securities | 2004-04-01 | 2004-11-24 | |
| Rep | Advising on securities | - | 2004-04-01 | |
| Rep | Asset management | - | 2004-04-01 | |
| Rep | Dealing in securities | - | 2004-04-01 |