| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HSBC Global Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2021-10-08 | 2023-04-03 |
| Rep | Asset management | 2021-10-08 | 2023-04-03 | |
| Rep | Dealing in securities | 2021-10-08 | 2023-04-03 | |
| HSBC INVESTMENT FUNDS (HONG KONG) LIMITED | Rep | Advising on securities | 2021-10-08 | 2023-04-03 |
| Rep | Asset management | 2021-10-08 | 2023-04-03 | |
| Rep | Dealing in securities | 2021-10-08 | 2023-04-03 | |
| Vontobel (Hong Kong) Limited | RO | Advising on securities | 2018-10-31 | 2020-11-10 |
| RO | Dealing in securities | 2018-10-31 | 2020-11-10 | |
| Rep | Advising on securities | 2017-01-17 | 2018-10-31 | |
| Rep | Dealing in securities | 2017-01-17 | 2018-10-31 | |
| SYZ Asset Management (Asia) Limited | RO | Advising on securities | 2014-07-18 | 2016-09-15 |
| RO | Dealing in securities | 2014-07-18 | 2016-09-15 | |
| Rep | Advising on securities | 2014-07-15 | 2014-07-18 | |
| Rep | Dealing in securities | 2014-07-15 | 2014-07-18 | |
| GAM HONG KONG LIMITED | Rep | Advising on securities | 2009-10-05 | 2014-04-26 |
| Rep | Dealing in securities | 2009-10-05 | 2014-04-26 | |
| Julius Baer (Hong Kong) Limited | Rep | Advising on securities | 2008-01-14 | 2009-10-01 |
| Rep | Dealing in securities | 2008-01-14 | 2009-10-01 | |
| GAM HONG KONG LIMITED | Rep | Dealing in securities | 2006-12-01 | 2008-01-01 |
| HANG SENG INVESTMENT MANAGEMENT LIMITED | Rep | Advising on corporate finance | - | 2003-12-30 |
| Rep | Asset management | - | 2003-12-30 | |
| Rep | Advising on securities | - | 2006-08-28 |