| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CITIC CLSA Capital Partners HK Limited | Rep | Dealing in securities | 2025-10-17 | 2025-11-04 |
| Rep | Advising on securities | 2020-07-31 | 2025-11-04 | |
| CLSA LIMITED | Rep | Dealing in securities | 2019-10-28 | 2025-11-04 |
| Merrill Lynch Far East Limited | Rep | Dealing in futures contracts | 2010-08-20 | 2014-03-15 |
| MERRILL LYNCH FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2007-10-08 | 2010-08-20 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2005-05-25 | 2014-03-15 |