| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ALLIANCE PARTNERS CAPITAL LIMITED (b2018-02-01) | RO | Advising on securities | 2024-12-23 | - |
| RO | Asset management | 2024-12-23 | - | |
| RO | Dealing in securities | 2024-12-23 | - | |
| Marlin Capital Limited | RO | Advising on securities | 2023-08-16 | 2024-06-30 |
| RO | Asset management | 2023-08-16 | 2024-06-30 | |
| RO | Dealing in securities | 2023-08-16 | 2024-06-30 | |
| SunRiver International Securities Group Limited | RO | Advising on securities | 2021-01-05 | 2023-08-10 |
| RO | Asset management | 2021-01-05 | 2023-08-10 | |
| RO | Dealing in securities | 2021-01-05 | 2023-08-10 | |
| Alpha Win Capital Limited | RO | Advising on securities | 2019-03-06 | 2020-11-21 |
| RO | Asset management | 2019-03-06 | 2020-11-21 | |
| RO | Dealing in securities | 2019-03-06 | 2020-11-21 | |
| PHILLIP CAPITAL MANAGEMENT (HK) LIMITED | Rep | Asset management | 2012-07-03 | 2016-07-08 |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2007-05-02 | 2019-02-28 |
| Rep | Asset management | 2007-03-30 | 2012-06-30 | |
| iBest Consultants Limited | Rep | Asset management | 2006-12-29 | 2007-03-16 |
| Rep | Advising on securities | 2006-11-29 | 2007-03-16 | |
| Lion Global Financial Limited | Rep | Advising on securities | 2006-10-10 | 2006-11-20 |