| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| UOB KAY HIAN FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2024-12-18 | - |
| UOB KAY HIAN (HONG KONG) LIMITED | Rep | Advising on securities | 2024-11-14 | - |
| Rep | Dealing in securities | 2024-11-14 | - | |
| Venture Smart Asia Limited | Rep | Asset management | 2021-12-16 | 2023-07-21 |
| RO | Asset management | 2021-04-23 | 2021-12-16 | |
| RO | Advising on securities | 2021-04-23 | 2023-07-21 | |
| RO | Dealing in securities | 2021-04-23 | 2023-07-21 | |
| Rep | Asset management | 2020-05-22 | 2021-04-23 | |
| Rep | Advising on securities | 2020-04-17 | 2021-04-23 | |
| Rep | Dealing in securities | 2020-04-17 | 2021-04-23 | |
| WINLAND WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2017-11-01 | 2020-03-21 |
| Rep | Dealing in securities | 2016-08-04 | 2020-03-21 | |
| PEGASUS FUND MANAGERS LIMITED | Rep | Dealing in securities | 2011-03-11 | 2014-06-07 |
| Rep | Asset management | 2008-01-07 | 2014-06-07 | |
| Rep | Advising on securities | 2007-03-19 | 2014-06-07 |