| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | RO | Advising on securities | 2025-08-22 | - |
| RO | Dealing in securities | 2025-08-22 | - | |
| Rep | Advising on securities | 2023-10-11 | 2025-08-22 | |
| Rep | Dealing in securities | 2023-10-11 | 2025-08-22 | |
| OnePlatform Asset Management Limited | RO | Dealing in securities | 2018-07-11 | 2022-10-31 |
| Rep | Dealing in securities | 2010-06-17 | 2018-07-11 | |
| Rep | Advising on securities | 2006-11-02 | 2010-06-17 |