| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2013-07-25 | 2013-12-31 |
| Rep | Dealing in securities | 2013-07-25 | 2013-12-31 | |
| FWD Life Insurance Company (Bermuda) Limited | Rep | Asset management | 2013-07-25 | 2013-12-31 |
| FWD Financial Planning Limited (HK) | RO | Dealing in securities | 2011-01-25 | 2013-07-25 |
| RO | Advising on securities | 2010-01-29 | 2013-07-25 | |
| FWD Life Insurance Company (Bermuda) Limited | RO | Asset management | 2010-01-29 | 2013-07-25 |