| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | RO | Dealing in securities | 2011-01-25 | 2012-06-30 |
| RO | Advising on securities | 2006-07-19 | 2012-06-30 | |
| FWD Life Insurance Company (Bermuda) Limited | Rep | Advising on securities | 2004-07-28 | 2006-03-14 |
| Network Financial Services Limited | Rep | Advising on securities | 2003-06-02 | 2004-04-15 |