| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2019-06-05 | 2020-02-12 |
| Rep | Dealing in securities | 2019-06-05 | 2020-02-12 | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2019-06-05 | - |
| Rep | Dealing in securities | 2019-06-05 | - | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2019-06-05 | 2021-04-30 |
| IPP Financial Advisers Limited | Rep | Dealing in securities | 2007-06-04 | 2018-01-17 |
| Rep | Advising on securities | 2007-05-04 | 2018-01-17 | |
| CHINA INTERNATIONAL CAPITAL LIMITED | Rep | Advising on securities | 2006-07-14 | 2007-04-30 |
| Sun Life Hong Kong Limited | Rep | Advising on securities | 2005-12-22 | 2006-01-20 |