| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WRise Prestige Asset Management Limited | Rep | Advising on securities | 2026-08-21 | - |
| WRise Prestige Securities Limited | Rep | Dealing in securities | 2026-08-21 | - |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on securities | 2022-05-10 | 2024-10-21 |
| Rep | Dealing in securities | 2022-05-10 | 2024-10-21 | |
| GAIN MILES FINANCIAL PLANNING CONSULTANTS LIMITED | Rep | Dealing in securities | 2021-03-15 | 2022-03-30 |
| BCT Financial Limited | Rep | Advising on securities | 2011-06-01 | 2016-02-01 |
| Rep | Dealing in securities | 2011-06-01 | 2016-02-01 | |
| BANK CONSORTIUM TRUST COMPANY LIMITED | Rep | Advising on securities | 2006-07-27 | 2011-05-31 |