| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Carret Private Capital Limited | Rep | Advising on securities | 2023-03-10 | 2023-04-26 |
| Rep | Asset management | 2023-03-10 | 2023-04-26 | |
| Rep | Dealing in securities | 2023-03-10 | 2023-04-26 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2011-01-12 | 2012-05-14 |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2010-10-12 | 2012-05-14 |