| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2017-06-02 | 2025-06-20 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-10-16 | 2025-06-20 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2005-11-09 | - |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2003-10-23 | 2005-03-14 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2003-10-23 | 2005-11-01 |