| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2023-07-28 | - |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2022-01-28 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2021-11-11 | - |
| Rep | Dealing in securities | 2021-11-11 | - | |
| CIS SECURITIES ASSET MANAGEMENT LIMITED | Rep | Dealing in securities | 2013-09-26 | 2014-06-03 |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2010-06-03 | 2014-07-19 |
| Rep | Advising on securities | 2008-11-17 | 2010-06-03 |