| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHINA EVERBRIGHT SECURITIES (HK) LIMITED | Rep | Dealing in securities | 2019-11-06 | - |
| Rep | Dealing in securities | 2018-02-28 | 2018-04-17 | |
| Bright Fund Management Limited | Rep | Asset management | 2015-04-24 | 2021-02-05 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2012-08-10 | - |
| Rep | Dealing in securities | 2012-08-10 | - | |
| FWD Financial Planning Limited (HK) | Rep | Dealing in securities | 2011-03-08 | 2012-07-20 |
| Rep | Advising on securities | 2007-05-04 | 2012-07-20 | |
| Network Financial Services Limited | Rep | Advising on securities | 2006-02-16 | 2006-08-30 |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2003-05-30 | 2006-01-11 |