| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MK Asia Limited | RO | Advising on securities | 2023-12-18 | - |
| RO | Dealing in securities | 2023-12-18 | - | |
| CreditEase Wealth Management (HK) Limited | RO | Advising on securities | 2015-04-16 | 2022-05-24 |
| Rep | Asset management | 2015-04-16 | 2022-05-24 | |
| FLAG Squadron Asia Limited | RO | Advising on securities | 2007-07-04 | 2014-10-15 |
| SAIL ADVISORS LIMITED | Rep | Advising on securities | 2005-02-04 | 2006-10-31 |
| Rep | Asset management | 2005-02-04 | 2006-10-31 | |
| Rep | Dealing in securities | 2004-10-21 | 2004-12-06 |