| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| PLATINUM BROKING COMPANY LIMITED | Rep | Advising on securities | 2022-02-07 | 2026-02-05 |
| Rep | Dealing in securities | 2022-02-07 | 2026-02-05 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2015-05-15 | 2020-09-30 |
| Bright Fund Management Limited | Rep | Asset management | 2013-08-23 | 2020-09-30 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2010-03-24 | 2020-09-30 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2010-02-18 | 2020-09-30 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2010-02-18 | 2020-09-30 |