| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HSBC Corporate Finance (Hong Kong) Limited | Rep | Advising on corporate finance | 2017-06-02 | - |
| Merrill Lynch (Asia Pacific) Limited | Rep | Advising on corporate finance | 2015-02-23 | 2017-03-28 |
| Rep | Advising on securities | 2015-02-23 | 2017-03-28 | |
| Rep | Dealing in securities | 2015-02-23 | 2017-03-28 | |
| Merrill Lynch Far East Limited | Rep | Advising on corporate finance | 2015-02-23 | 2017-03-28 |
| Rep | Advising on securities | 2015-02-23 | 2017-03-28 | |
| Rep | Dealing in securities | 2015-02-23 | 2017-03-28 | |
| Standard Chartered Securities (Hong Kong) Limited | Rep | Advising on corporate finance | 2012-04-11 | 2015-01-08 |
| Rep | Advising on securities | 2012-04-11 | 2015-01-08 | |
| Rep | Dealing in securities | 2012-04-11 | 2015-01-08 | |
| Merrill Lynch (Asia Pacific) Limited | Rep | Advising on corporate finance | 2011-08-03 | 2012-01-10 |
| Rep | Advising on securities | 2011-08-03 | 2012-01-10 | |
| Rep | Dealing in securities | 2011-08-03 | 2012-01-10 | |
| Merrill Lynch Far East Limited | Rep | Advising on corporate finance | 2011-08-03 | 2012-01-10 |
| Rep | Advising on securities | 2011-08-03 | 2012-01-10 | |
| Rep | Dealing in securities | 2011-08-03 | 2012-01-10 |
| Institution | Activity | HKMA role | Capacity | From | Until | Status |
|---|---|---|---|---|---|---|
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Dealing in securities | EO | DIRECTOR, CORPORATE AND INSTITUTIONAL BANKING | 2026-07-14 | — | Current |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Advising on securities | EO | DIRECTOR, CORPORATE AND INSTITUTIONAL BANKING | 2026-07-14 | — | Current |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Advising on corporate finance | EO | DIRECTOR, CORPORATE AND INSTITUTIONAL BANKING | 2026-07-14 | — | Current |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Dealing in securities | Non-EO | — | 2017-06-10 | 2026-07-13 | Former |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Advising on securities | Non-EO | — | 2017-06-10 | 2026-07-13 | Former |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Advising on corporate finance | Non-EO | — | 2017-06-10 | 2026-07-13 | Former |
| 渣 打 銀 行 (香 港) 有 限 公 司 | Dealing in securities | Non-EO | — | 2012-04-12 | 2015-01-07 | Former |
| 渣 打 銀 行 (香 港) 有 限 公 司 | Advising on securities | Non-EO | — | 2012-04-12 | 2015-01-07 | Former |
| 渣 打 銀 行 (香 港) 有 限 公 司 | Advising on corporate finance | Non-EO | — | 2012-04-12 | 2015-01-07 | Former |