| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Meta Elephant Capital Limited | RO | Advising on securities | 2023-02-15 | - |
| RO | Asset management | 2023-02-15 | - | |
| Enhanced Investment Management Limited | RO | Advising on securities | 2016-12-09 | 2020-08-17 |
| Enhanced Securities Limited | Rep | Dealing in securities | 2016-06-29 | 2020-08-17 |
| Enhanced Investment Management Limited | RO | Asset management | 2014-01-08 | 2020-08-17 |
| CROSBY WEALTH MANAGEMENT (HONG KONG) LIMITED | Rep | Advising on securities | 2007-05-16 | 2011-11-26 |
| Rep | Asset management | 2007-05-16 | 2011-11-26 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2006-04-20 | 2007-05-08 |
| Rep | Dealing in securities | 2004-10-25 | 2007-05-08 |