| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| LUK FOOK FUTURES (HK) LIMITED | Rep | Dealing in futures contracts | 2025-03-17 | - |
| LUK FOOK SECURITIES (HK) LIMITED | Rep | Asset management | 2024-06-25 | - |
| Rep | Dealing in securities | 2024-06-25 | - | |
| ATHENA WEALTH MANAGEMENT LIMITED | Rep | Asset management | 2017-06-28 | 2024-05-31 |
| Rep | Dealing in securities | 2017-06-28 | 2024-05-31 | |
| Foundation Asset Management (HK) Limited | Rep | Asset management | 2014-05-19 | 2014-06-26 |
| ASSET MANAGEMENT GROUP LIMITED | Rep | Advising on securities | 2010-11-09 | 2013-12-27 |
| Rep | Dealing in securities | 2010-11-09 | 2013-12-27 | |
| Lion Global Financial Limited | Rep | Dealing in securities | 2009-03-02 | 2009-11-07 |
| Rep | Advising on securities | 2007-07-13 | 2009-11-07 | |
| Rep | Asset management | 2007-07-13 | 2009-11-07 |