| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ASIA PACIFIC INVESTMENT ADVISORS LIMITED | RO | Advising on securities | 2008-10-15 | 2009-04-15 |
| RO | Asset management | 2008-10-15 | 2011-11-30 | |
| Rep | Asset management | 2008-09-17 | 2008-10-15 | |
| WEALTH MANAGEMENT GROUP LIMITED | RO | Asset management | 2008-01-04 | 2008-06-26 |
| Rep | Asset management | 2007-08-06 | 2008-01-04 | |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2005-10-21 | 2006-08-01 |
| AXA Financial Planning (Hong Kong) Limited | Rep | Advising on securities | 2004-11-04 | 2005-07-05 |
| Rep | Dealing in securities | 2004-11-04 | 2005-07-05 | |
| UKFP (Asia) HK Limited | Rep | Advising on corporate finance | - | 2004-09-28 |
| Rep | Advising on securities | - | 2004-09-28 | |
| Rep | Asset management | - | 2004-09-28 | |
| Rep | Dealing in securities | - | 2004-09-28 |