| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| UBS Asset Management (Hong Kong) Limited | RO | Advising on securities | 2023-11-13 | - |
| RO | Asset management | 2023-11-13 | - | |
| RO | Dealing in securities | 2023-11-13 | - | |
| Rep | Advising on securities | 2022-05-17 | 2023-11-13 | |
| Rep | Asset management | 2022-05-17 | 2023-11-13 | |
| Rep | Dealing in securities | 2022-05-17 | 2023-11-13 | |
| Income Partners Asset Management (HK) Limited | Rep | Asset management | 2019-07-09 | 2022-04-14 |
| RO | Asset management | 2018-11-30 | 2019-07-09 | |
| RO | Advising on securities | 2018-11-30 | 2022-04-14 | |
| RO | Advising on corporate finance | 2012-08-24 | 2022-04-14 | |
| Rep | Advising on corporate finance | 2010-11-29 | 2012-08-24 | |
| Rep | Advising on securities | 2010-11-29 | 2018-11-30 | |
| Rep | Asset management | 2010-11-29 | 2018-11-30 | |
| BOCI SECURITIES LIMITED | Rep | Dealing in securities | 2006-03-13 | 2006-05-13 |