| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HEAVENBOURNE SECURITIES LIMITED | RO | Advising on securities | 2026-06-09 | - |
| RO | Asset management | 2026-06-09 | - | |
| RO | Dealing in securities | 2026-06-09 | - | |
| Rep | Advising on securities | 2026-03-05 | 2026-06-09 | |
| Rep | Asset management | 2026-03-05 | 2026-06-09 | |
| Rep | Dealing in securities | 2026-03-05 | 2026-06-09 | |
| Victory Asset Management Limited | Rep | Advising on securities | 2021-04-07 | 2025-11-28 |
| Rep | Asset management | 2021-04-07 | 2025-11-28 | |
| Nerico Brothers Limited (HK) | Rep | Dealing in securities | 2010-05-28 | 2018-08-30 |
| T G HOLBORN (HK) LIMITED | Rep | Advising on securities | 2007-10-04 | 2008-10-13 |
| THORNTON GLOBAL WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2006-06-08 | 2007-07-01 |
| T G HOLBORN (HK) LIMITED | Rep | Advising on securities | 2005-03-19 | 2006-04-01 |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-06-09 |
| Rep | Advising on securities | 2003-04-01 | 2004-06-09 | |
| Rep | Asset management | 2003-04-01 | 2004-06-09 | |
| Rep | Dealing in securities | 2003-04-01 | 2004-12-29 |