| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Nexus Investment Advisors Limited | RO | Advising on securities | 2019-03-04 | 2020-11-11 |
| RO | Asset management | 2019-03-04 | 2020-11-11 | |
| RO | Dealing in securities | 2017-06-21 | 2020-11-11 | |
| Rep | Advising on securities | 2016-11-29 | 2019-03-04 | |
| Rep | Asset management | 2016-11-29 | 2019-03-04 | |
| BFAM Partners (Hong Kong) Limited | Rep | Asset management | 2014-09-08 | 2016-03-31 |
| Merrill Lynch Far East Limited | Rep | Dealing in futures contracts | 2010-09-06 | 2014-08-02 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Advising on securities | 2010-04-08 | 2014-08-02 |
| MERRILL LYNCH FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2008-08-05 | 2010-09-06 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2006-04-03 | 2014-08-02 |