| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-05-30 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2007-07-11 | - |
| Rep | Advising on securities | 2007-07-11 | 2025-06-27 | |
| Delta Asia Wealth Management Limited | Rep | Asset management | 2006-05-24 | 2007-06-21 |
| DELTA ASIA SECURITIES LIMITED | Rep | Advising on securities | 2004-08-23 | 2007-06-21 |
| Rep | Dealing in securities | 2004-08-23 | 2007-06-21 | |
| UKFP (Asia) HK Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-08-14 |
| Rep | Asset management | 2003-04-01 | 2004-08-14 | |
| Rep | Advising on securities | 2003-04-01 | 2004-08-23 | |
| Rep | Dealing in securities | 2003-04-01 | 2004-08-23 |