| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BOCI-PRUDENTIAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2026-01-06 | - |
| RO | Dealing in securities | 2026-01-06 | - | |
| RO | Asset management | 2021-12-28 | - | |
| Rep | Dealing in securities | 2019-05-17 | 2026-01-06 | |
| Rep | Advising on futures contracts | 2006-09-25 | - | |
| Rep | Asset management | 2006-09-25 | 2021-12-28 | |
| Rep | Advising on securities | 2006-09-25 | 2026-01-06 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Asset management | 2003-04-01 | 2005-01-25 |
| Rep | Advising on corporate finance | 2003-04-01 | 2005-03-23 | |
| Rep | Advising on securities | 2003-04-01 | 2005-03-23 | |
| Rep | Providing automated trading services | 2003-04-01 | 2005-03-23 | |
| Rep | Dealing in securities | 2003-04-01 | 2006-03-21 |