| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| UCAP Securities (HK) Limited | Rep | Advising on securities | 2026-08-27 | - |
| Rep | Asset management | 2026-08-27 | - | |
| Rep | Dealing in securities | 2026-08-27 | - | |
| CBH Asia Limited | Rep | Advising on securities | 2025-02-25 | 2025-12-11 |
| Rep | Dealing in securities | 2025-02-25 | 2025-12-11 | |
| BOCI SECURITIES LIMITED | Rep | Advising on securities | 2012-07-11 | 2013-05-14 |
| Rep | Dealing in securities | 2012-07-11 | 2013-05-14 | |
| BSI Investment Advisors (Hong Kong) Limited | Rep | Advising on securities | 2010-12-07 | 2012-04-06 |
| Rep | Dealing in securities | 2010-12-07 | 2012-04-06 |