| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Capstone Investment Advisors (HK) Limited | Rep | Asset management | 2024-06-12 | 2024-12-18 |
| Nezu Asia Capital Management Limited | Rep | Asset management | 2016-09-28 | 2023-06-30 |
| Shangding International Asset Management Company Limited | Rep | Asset management | 2015-07-28 | 2016-05-03 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Dealing in securities | 2014-10-06 | 2015-01-05 |
| Merrill Lynch Far East Limited | Rep | Dealing in futures contracts | 2014-10-06 | 2015-01-05 |
| Rep | Dealing in securities | 2014-10-06 | 2015-01-05 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2011-01-12 | 2013-05-15 |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2005-08-22 | 2013-05-15 |