| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BCT Financial Limited | RO | Advising on securities | 2022-06-16 | - |
| RO | Dealing in securities | 2016-06-29 | - | |
| Rep | Dealing in securities | 2015-09-14 | 2016-06-29 | |
| Rep | Advising on securities | 2015-09-14 | 2022-06-16 | |
| AXA Financial Planning (Hong Kong) Limited | RO | Advising on securities | 2009-07-10 | 2012-01-31 |
| RO | Dealing in securities | 2009-07-10 | 2012-01-31 | |
| AXA CHINA REGION INVESTMENT SERVICES LIMITED | RO | Advising on securities | 2008-07-23 | 2012-09-24 |
| RO | Dealing in securities | 2008-07-23 | 2015-03-31 | |
| Rep | Advising on securities | 2006-05-19 | 2008-07-23 | |
| Rep | Dealing in securities | 2006-05-19 | 2008-07-23 |