| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | RO | Advising on securities | 2018-09-18 | - |
| RO | Dealing in securities | 2018-09-18 | - | |
| Rep | Advising on securities | 2015-09-21 | 2018-09-18 | |
| Rep | Dealing in securities | 2015-09-21 | 2018-09-18 | |
| OnePlatform Asset Management Limited | RO | Dealing in securities | 2010-06-30 | 2015-05-22 |
| RO | Advising on securities | 2008-03-11 | 2010-06-30 | |
| Rep | Dealing in securities | 2007-10-27 | 2010-06-30 | |
| Rep | Advising on securities | 2003-04-01 | 2008-03-11 |