| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2011-08-31 | 2015-07-02 |
| Rep | Dealing in securities | 2011-08-31 | 2015-07-02 | |
| FWD Life Insurance Company (Bermuda) Limited | Rep | Advising on securities | 2007-11-14 | 2011-08-24 |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2005-07-07 | 2007-09-01 |