| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2018-01-09 | - |
| Rep | Dealing in securities | 2018-01-09 | - | |
| HSBC BROKING SECURITIES (ASIA) LIMITED | Rep | Advising on securities | 2015-04-08 | 2017-12-22 |
| HSBC BROKING FOREX (ASIA) LIMITED | Rep | Leveraged foreign exchange trading | 2015-02-13 | 2017-12-22 |
| HSBC BROKING FUTURES (ASIA) LIMITED | Rep | Dealing in futures contracts | 2014-08-15 | 2017-12-22 |
| HSBC BROKING SECURITIES (ASIA) LIMITED | Rep | Dealing in securities | 2014-08-15 | 2017-12-22 |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2014-05-07 | 2014-07-19 |
| Rep | Dealing in securities | 2014-05-07 | 2014-07-19 | |
| HSBC BROKING SECURITIES (ASIA) LIMITED | Rep | Dealing in securities | 2010-07-22 | 2011-11-01 |