| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MFG Limited (HK) | RO | Advising on securities | 2026-06-12 | - |
| RO | Asset management | 2026-06-12 | - | |
| RO | Dealing in securities | 2026-06-12 | - | |
| Rep | Advising on securities | 2026-02-24 | 2026-06-12 | |
| Rep | Asset management | 2026-02-24 | 2026-06-12 | |
| Rep | Dealing in securities | 2026-02-24 | 2026-06-12 | |
| ST. JAMES'S PLACE (HONG KONG) LIMITED | RO | Dealing in securities | 2020-02-13 | 2025-10-06 |
| RO | Advising on securities | 2019-08-14 | 2025-10-06 | |
| RO | Asset management | 2019-08-14 | 2025-10-06 | |
| Rep | Advising on securities | 2017-01-11 | 2019-08-14 | |
| Rep | Asset management | 2017-01-11 | 2019-08-14 | |
| Rep | Asset management | 2016-09-15 | 2016-11-17 | |
| Rep | Advising on securities | 2008-05-14 | 2016-11-17 |