| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2010-06-08 | 2018-05-10 |
| Rep | Advising on securities | 2005-07-12 | 2010-06-08 | |
| CES Commodities (HK) Limited | Rep | Advising on futures contracts | - | 2003-11-05 |
| Rep | Asset management | - | 2003-11-05 | |
| Rep | Dealing in futures contracts | - | 2003-11-05 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Providing automated trading services | - | 2003-07-07 |
| Rep | Advising on corporate finance | - | 2003-11-05 | |
| Rep | Advising on securities | - | 2003-11-05 | |
| Rep | Asset management | - | 2003-11-05 | |
| Rep | Dealing in securities | - | 2003-11-05 |