| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| DC Wealth Management (HK) Limited | Rep | Advising on securities | 2024-09-04 | 2025-01-03 |
| Rep | Asset management | 2024-09-04 | 2025-01-03 | |
| Rep | Dealing in securities | 2024-09-04 | 2025-01-03 | |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2010-12-06 | 2012-05-21 |
| Morgan Stanley Asia Limited | Rep | Asset management | 2007-12-18 | 2012-05-21 |
| Rep | Dealing in securities | 2007-06-12 | 2012-05-21 | |
| Morgan Stanley Hong Kong Futures Limited | Rep | Dealing in futures contracts | 2007-06-12 | 2010-12-06 |
| BLACKROCK (HONG KONG) LIMITED | Rep | Advising on securities | 2005-01-11 | 2006-07-17 |
| Rep | Asset management | 2004-07-20 | 2006-07-17 | |
| Rep | Dealing in securities | 2004-07-20 | 2006-07-17 |