| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| eFusion Capital Limited | RO | Advising on securities | 2022-08-01 | 2025-05-21 |
| RO | Asset management | 2022-08-01 | 2025-05-21 | |
| Rep | Advising on securities | 2022-07-19 | 2022-08-01 | |
| Rep | Asset management | 2022-07-19 | 2022-08-01 | |
| SUNHIGH FINANCIAL HOLDINGS LIMITED | Rep | Dealing in securities | 2019-08-13 | 2021-03-01 |
| RO | Advising on securities | 2019-03-01 | 2021-03-01 | |
| RO | Asset management | 2019-03-01 | 2021-03-01 | |
| Quam Securities Limited | Rep | Asset management | 2014-05-26 | 2015-01-31 |
| Rep | Dealing in futures contracts | 2014-05-26 | 2015-01-31 | |
| Rep | Dealing in securities | 2014-05-26 | 2015-01-31 | |
| C.P. FINANCIAL MANAGEMENT LIMITED | Rep | Asset management | 2013-05-16 | 2014-04-01 |
| Quam Securities Limited | Rep | Asset management | 2011-04-18 | 2013-05-04 |
| Rep | Dealing in futures contracts | 2011-04-18 | 2013-05-04 | |
| Rep | Advising on securities | 2010-06-03 | 2013-05-04 | |
| Rep | Dealing in securities | 2010-06-03 | 2013-05-04 | |
| OnePlatform Asset Management Limited | Rep | Advising on securities | 2004-02-11 | 2008-10-29 |
| Rep | Advising on securities | 2003-05-21 | 2003-10-22 | |
| SPLENDOR GLOBAL INVESTMENTS LIMITED | Rep | Advising on corporate finance | - | 2003-05-12 |
| Rep | Advising on securities | - | 2003-05-12 | |
| Rep | Asset management | - | 2003-05-12 |