| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Wisdom Cosmic Hong Kong Limited | Rep | Advising on securities | 2023-02-22 | - |
| Rep | Asset management | 2023-02-22 | - | |
| GF Securities (Hong Kong) Brokerage Limited | Rep | Dealing in securities | 2016-03-22 | 2018-06-08 |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2013-07-10 | 2014-01-16 |
| Rep | Dealing in securities | 2009-06-02 | 2009-10-19 | |
| iBest Consultants Limited | Rep | Dealing in securities | 2009-06-02 | 2013-04-26 |
| Rep | Asset management | 2006-11-22 | 2013-04-26 | |
| Rep | Advising on securities | 2006-07-24 | 2013-04-26 | |
| CASH Wealth Management Limited | Rep | Advising on securities | 2004-01-20 | 2006-07-11 |
| CHAMPUS ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2003-04-01 | 2004-01-07 |