| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHARLES SCHWAB, HONG KONG, LIMITED | RO | Advising on securities | 2024-05-27 | 2025-12-31 |
| RO | Dealing in securities | 2024-05-27 | 2025-12-31 | |
| Rep | Advising on futures contracts | 2008-01-29 | 2016-08-24 | |
| Rep | Advising on securities | 2008-01-15 | 2024-05-27 | |
| Rep | Dealing in securities | 2008-01-15 | 2024-05-27 | |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2006-01-26 | 2007-07-10 |
| Rep | Dealing in securities | 2006-01-26 | 2007-07-10 |