| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Bright Fund Management Limited | Rep | Asset management | 2011-08-04 | 2023-08-31 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2010-11-25 | - |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-05-16 | - |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2007-11-01 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2004-08-18 | - |
| UKFP (Asia) HK Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-08-16 |
| Rep | Asset management | 2003-04-01 | 2004-08-16 | |
| Rep | Advising on securities | 2003-04-01 | 2004-08-17 | |
| Rep | Dealing in securities | 2003-04-01 | 2004-08-17 |