| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHUBB INVESTMENT MANAGEMENT (HK) LIMITED (TRADING AS CHUBB WEALTH) | Rep | Dealing in securities | 2025-12-09 | - |
| SCHRODER INVESTMENT MANAGEMENT (HONG KONG) LIMITED | Rep | Dealing in securities | 2008-10-27 | 2024-04-12 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2004-05-21 | 2006-03-01 |
| Everbright Securities Investment Services (HK) Limited | Rep | Providing automated trading services | 2003-04-01 | 2003-07-07 |
| Rep | Advising on corporate finance | 2003-04-01 | 2004-01-16 | |
| Rep | Advising on securities | 2003-04-01 | 2004-01-16 | |
| Rep | Asset management | 2003-04-01 | 2004-01-16 | |
| Rep | Dealing in securities | 2003-04-01 | 2006-03-01 |