| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Ord Minnett Hong Kong Limited | RO | Asset management | 2017-10-09 | 2022-02-04 |
| Rep | Advising on securities | 2015-07-14 | 2022-02-04 | |
| Rep | Dealing in securities | 2015-07-14 | 2022-02-04 | |
| Oreana Financial Services Limited | RO | Advising on securities | 2013-08-06 | 2015-07-08 |
| RO | Dealing in securities | 2013-08-06 | 2015-07-08 | |
| Rep | Advising on securities | 2012-06-11 | 2013-08-06 | |
| Rep | Dealing in securities | 2012-06-11 | 2013-08-06 | |
| Rep | Asset management | 2012-06-11 | 2015-07-08 | |
| AXA Financial Planning (Hong Kong) Limited | Rep | Dealing in securities | 2010-01-21 | 2012-05-25 |
| Rep | Advising on securities | 2006-07-31 | 2012-05-25 | |
| RICHMOND ASSET MANAGEMENT LIMITED (HK) | Rep | Advising on securities | 2003-04-24 | 2004-10-11 |
| Rep | Asset management | 2003-04-24 | 2004-10-11 |