| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Manulife Investment Management (Hong Kong) Limited | Rep | Dealing in securities | 2026-06-29 | - |
| Credit Suisse (Hong Kong) Limited | Rep | Providing automated trading services | 2010-02-17 | 2013-11-01 |
| Rep | Advising on securities | 2010-02-17 | 2024-12-10 | |
| Rep | Dealing in futures contracts | 2010-02-17 | 2024-12-10 | |
| Rep | Dealing in securities | 2010-01-28 | 2024-12-10 | |
| Credit Agricole Securities (Asia) Limited | Rep | Dealing in securities | 2007-05-29 | 2010-01-05 |