| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Genesis Investment Group Limited | RO | Advising on securities | 2020-08-31 | 2026-04-28 |
| RO | Asset management | 2020-08-31 | 2026-04-28 | |
| All-Stars Investment Limited | Rep | Advising on securities | 2019-09-10 | 2020-04-01 |
| Rep | Asset management | 2019-09-10 | 2020-04-01 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2010-12-06 | 2012-05-14 |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2007-07-31 | 2012-05-14 |
| Morgan Stanley Hong Kong Futures Limited | Rep | Dealing in futures contracts | 2007-07-31 | 2010-12-06 |