| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Capstone Capital Management Limited | RO | Advising on securities | 2025-05-12 | - |
| RO | Asset management | 2025-05-12 | - | |
| Rep | Advising on securities | 2024-09-06 | 2025-05-12 | |
| Rep | Asset management | 2024-09-06 | 2025-05-12 | |
| ROCIM Limited | Rep | Advising on securities | 2024-02-29 | 2024-08-09 |
| Rep | Asset management | 2024-02-29 | 2024-08-09 | |
| JPMorgan Asset Management (Asia Pacific) Limited | Rep | Advising on futures contracts | 2016-07-04 | 2023-08-22 |
| Rep | Advising on securities | 2016-07-04 | 2023-08-22 | |
| Rep | Asset management | 2016-07-04 | 2023-08-22 | |
| Credit Suisse (Hong Kong) Limited | Rep | Advising on securities | 2010-03-25 | 2016-05-10 |
| VisionGain Capital Limited | Rep | Advising on securities | 2008-05-22 | 2010-03-03 |
| Rep | Asset management | 2008-05-22 | 2010-03-03 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2005-09-05 | 2008-02-23 |