| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| BNY Mellon Investment Management Hong Kong Limited | RO | Advising on securities | 2019-04-04 | 2025-05-17 |
| RO | Asset management | 2019-04-04 | 2025-05-17 | |
| RO | Dealing in securities | 2019-04-04 | 2025-05-17 | |
| Rep | Advising on securities | 2017-08-24 | 2019-04-04 | |
| Rep | Dealing in securities | 2017-08-24 | 2019-04-04 | |
| MARSH INVESTMENT SOLUTIONS (HK) LIMITED | RO | Advising on securities | 2012-05-24 | 2016-12-31 |
| RO | Dealing in securities | 2012-05-24 | 2016-12-31 | |
| Rep | Advising on securities | 2011-08-01 | 2012-05-24 | |
| PIONEER GLOBAL INVESTMENTS (HK) LIMITED | RO | Advising on securities | 2008-06-24 | 2010-07-07 |
| RO | Dealing in securities | 2008-06-24 | 2010-07-07 | |
| Rep | Advising on corporate finance | - | 2004-09-30 | |
| Rep | Asset management | - | 2004-09-30 | |
| Rep | Advising on securities | - | 2008-06-24 | |
| Rep | Dealing in securities | - | 2008-06-24 |