| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2008-12-31 | 2025-06-20 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-06-19 | - |
| 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 |