| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2025-09-26 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2025-09-26 | - |
| GEO Securities Limited | Rep | Dealing in securities | 2018-11-19 | 2020-05-18 |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-06-09 |
| Rep | Advising on securities | 2003-04-01 | 2004-06-09 | |
| Rep | Asset management | 2003-04-01 | 2004-06-09 | |
| Rep | Dealing in securities | 2003-04-01 | 2018-09-08 |