| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2015-09-22 | 2016-02-01 |
| Rep | Dealing in securities | 2015-09-22 | 2016-02-01 | |
| 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 | 2006-04-01 | 2011-08-23 |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on corporate finance | - | 2004-06-05 |
| Rep | Asset management | - | 2004-08-12 | |
| Rep | Dealing in securities | - | 2004-08-12 | |
| Rep | Advising on securities | - | 2006-03-01 |