| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| PRUDENTIAL BROKERAGE LIMITED | RO | Asset management | 2026-05-06 | - |
| Rep | Advising on corporate finance | 2026-01-26 | - | |
| Rep | Advising on securities | 2026-01-26 | - | |
| Rep | Dealing in securities | 2026-01-26 | - | |
| Rep | Asset management | 2026-01-26 | 2026-05-06 | |
| AllianceBernstein Hong Kong Limited | Rep | Advising on securities | 2013-12-31 | 2025-04-30 |
| Rep | Asset management | 2013-12-31 | 2025-04-30 | |
| BOWEN ASIA LIMITED | Rep | Advising on securities | 2011-04-19 | 2014-02-28 |
| Rep | Asset management | 2011-04-19 | 2014-02-28 | |
| Yuanta Asia Investment (Hong Kong) Limited | Rep | Advising on securities | 2010-03-19 | 2011-01-01 |
| Polaris Capital (Asia) Limited | Rep | Dealing in securities | 2007-07-19 | 2010-03-11 |
| Rep | Advising on corporate finance | 2007-03-30 | 2010-03-11 |