| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Manulife Investment Management (Hong Kong) Limited | RO | Advising on securities | 2025-03-03 | - |
| RO | Dealing in securities | 2019-01-10 | - | |
| Rep | Dealing in securities | 2018-11-22 | 2019-01-10 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Advising on securities | 2011-10-31 | 2012-07-03 |
| Merrill Lynch Far East Limited | Rep | Dealing in futures contracts | 2010-09-03 | 2012-07-03 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2007-11-30 | 2012-07-03 |
| MERRILL LYNCH FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2007-11-30 | 2010-09-03 |