| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Cynosure Asset Management Hong Kong Limited | RO | Advising on corporate finance | 2013-08-27 | 2023-09-27 |
| Funderstone Asset Management (HK) Limited | RO | Advising on futures contracts | 2008-01-07 | 2013-09-26 |
| RO | Advising on securities | 2008-01-07 | 2013-09-26 | |
| RO | Asset management | 2008-01-07 | 2018-12-11 | |
| Funderstone Securities Limited | RO | Advising on securities | 2007-03-06 | 2018-12-11 |
| IMPAC ASSET MANAGEMENT (HK) LIMITED | RO | Advising on futures contracts | 2005-05-05 | 2016-06-30 |
| RO | Advising on securities | 2005-05-05 | 2016-06-30 | |
| RO | Asset management | 2005-05-05 | 2016-06-30 | |
| Funderstone Securities Limited | RO | Advising on corporate finance | - | 2018-12-11 |