| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| RL Asset Management (HK) Limited | RO | Advising on securities | 2026-03-18 | - |
| RO | Asset management | 2026-03-18 | - | |
| VISION FINANCE (SECURITIES) LIMITED | RO | Asset management | 2025-11-18 | 2026-02-20 |
| Rep | Dealing in securities | 2025-11-18 | 2026-02-20 | |
| GBR Capital Limited | Rep | Dealing in securities | 2025-08-01 | 2025-09-30 |
| ORIENT SECURITIES LIMITED | Rep | Advising on securities | 2023-03-27 | 2025-05-08 |
| Rep | Asset management | 2023-03-27 | 2025-05-08 | |
| CARDINALASIA CONSULTING LIMITED | Rep | Advising on securities | 2016-07-11 | 2017-05-09 |
| Rep | Asset management | 2016-07-11 | 2017-05-09 | |
| Jefferies Hong Kong Limited | Rep | Advising on securities | 2012-05-11 | 2016-06-02 |
| BOCI RESEARCH LIMITED | Rep | Advising on securities | 2011-08-31 | 2012-02-03 |
| MF Securities Hong Kong Limited | Rep | Advising on securities | 2009-12-08 | 2010-05-06 |
| MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED | Rep | Advising on securities | 2008-02-04 | 2009-04-01 |
| Rep | Asset management | 2008-02-04 | 2009-04-01 | |
| HSBC SECURITIES (ASIA) LIMITED | Rep | Advising on securities | 2005-10-25 | 2005-11-12 |