| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Manulife Investment Management (Hong Kong) Limited | RO | Dealing in futures contracts | 2018-10-25 | 2025-12-31 |
| RO | Dealing in securities | 2018-10-25 | 2025-12-31 | |
| Rep | Dealing in futures contracts | 2015-03-17 | 2018-10-25 | |
| Rep | Dealing in securities | 2014-02-24 | 2018-10-25 | |
| Rep | Advising on corporate finance | - | 2004-06-28 | |
| Rep | Dealing in securities | - | 2004-06-28 | |
| Rep | Advising on securities | - | 2010-03-26 | |
| Rep | Asset management | - | 2025-12-31 |