| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Win Win Asset Management (HK) Limited | RO | Advising on securities | 2025-06-09 | - |
| RO | Asset management | 2025-04-01 | - | |
| Rep | Asset management | 2025-02-03 | 2025-04-01 | |
| AUSTRAX ASSET MANAGEMENT LIMITED | RO | Asset management | 2023-06-28 | 2024-12-31 |
| Rep | Asset management | 2023-05-16 | 2023-06-28 | |
| PRESIDENT SECURITIES (HONG KONG) LIMITED | RO | Asset management | 2020-11-26 | 2022-04-30 |
| Emperor Asset Management Limited | RO | Asset management | 2017-08-03 | 2019-10-01 |
| Rep | Asset management | 2013-09-23 | 2017-08-03 | |
| Rep | Advising on securities | 2012-08-09 | 2019-10-01 | |
| Daiwa Capital Markets Hong Kong Limited | Rep | Advising on securities | 2009-08-24 | 2012-02-16 |
| DAIWA INSTITUTE OF RESEARCH (HONG KONG) LIMITED | Rep | Advising on securities | 2006-07-25 | 2012-01-30 |