| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AVENUE INVESTMENT MANAGEMENT LIMITED | Rep | Advising on securities | 2025-07-23 | - |
| Rep | Asset management | 2025-07-23 | - | |
| Rep | Dealing in securities | 2025-07-23 | - | |
| Avenue Family Office Limited | Rep | Advising on securities | 2019-11-18 | - |
| Rep | Asset management | 2019-11-18 | - | |
| Rep | Dealing in securities | 2019-11-18 | - | |
| BOCI SECURITIES LIMITED | Rep | Leveraged foreign exchange trading | 2012-07-26 | 2012-08-27 |
| Rep | Dealing in futures contracts | 2009-11-24 | 2012-08-27 | |
| Rep | Advising on securities | 2007-11-08 | 2011-11-10 | |
| Rep | Dealing in securities | 2007-11-08 | 2012-08-27 | |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2007-08-03 | 2007-10-16 |