| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CLSA LIMITED | Rep | Dealing in securities | 2012-10-10 | 2014-11-01 |
| CLSA RESEARCH LIMITED | RO | Advising on securities | 2009-05-08 | 2013-02-26 |
| CLSA LIMITED | RO | Dealing in securities | 2007-03-09 | 2012-10-10 |
| Rep | Advising on securities | 2006-02-10 | 2006-09-12 | |
| Rep | Dealing in securities | 2006-02-10 | 2007-03-09 | |
| CITIC CLSA Capital Partners HK Limited | Rep | Advising on corporate finance | 2005-11-02 | 2006-01-30 |
| Rep | Advising on securities | 2005-11-02 | 2006-01-30 | |
| Rep | Asset management | 2005-11-02 | 2006-01-30 | |
| CLSA LIMITED | Rep | Advising on corporate finance | - | 2004-03-18 |
| Rep | Asset management | - | 2004-03-18 | |
| Rep | Advising on securities | - | 2005-09-29 |