| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Long Key Capital Limited | RO | Advising on securities | 2025-10-31 | 2026-05-22 |
| RO | Asset management | 2025-10-31 | 2026-05-22 | |
| Grand Ocean Global Asset Management Limited | RO | Advising on securities | 2024-05-31 | 2025-06-30 |
| RO | Asset management | 2024-05-31 | 2025-06-30 | |
| Fortune Ocean Asset Management Limited | RO | Advising on securities | 2020-10-30 | 2024-05-09 |
| RO | Asset management | 2020-10-30 | 2024-05-09 | |
| Rep | Advising on securities | 2020-08-31 | 2020-10-30 | |
| Rep | Asset management | 2020-08-31 | 2020-10-30 | |
| Hermitage Capital HK Limited | RO | Advising on securities | 2018-03-28 | 2020-05-29 |
| RO | Asset management | 2018-03-28 | 2020-05-29 | |
| L&R CAPITAL LIMITED | RO | Advising on securities | 2017-04-19 | 2018-02-22 |
| RO | Asset management | 2017-04-19 | 2018-02-22 | |
| Quam Securities Limited | Rep | Advising on securities | 2013-03-14 | 2017-04-06 |
| Rep | Asset management | 2013-03-14 | 2017-04-06 | |
| Rep | Dealing in futures contracts | 2013-03-14 | 2017-04-06 | |
| Rep | Dealing in securities | 2013-03-14 | 2017-04-06 | |
| KGI ASIA LIMITED | Rep | Advising on securities | 2008-06-02 | 2012-12-31 |
| Rep | Dealing in securities | 2008-06-02 | 2012-12-31 | |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2008-06-02 | 2012-12-31 |
| PHILLIP CAPITAL MANAGEMENT (HK) LIMITED | Rep | Advising on securities | 2005-11-21 | 2007-08-17 |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2005-11-21 | 2007-08-17 |