| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Bright Fund Management Limited | Rep | Asset management | 2011-08-01 | 2023-08-31 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-11-24 | - |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2008-10-08 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2003-04-01 | - |
| 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 |