| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Advising on futures contracts | - | 2004-01-19 |
| Rep | Asset management | - | 2004-01-19 | |
| Rep | Dealing in futures contracts | - | 2026-05-19 | |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | - | 2025-06-20 |
| Everbright Securities Investment Services (HK) Limited | Rep | Providing automated trading services | - | 2003-07-07 |
| Rep | Advising on corporate finance | - | 2004-01-19 | |
| Rep | Advising on securities | - | 2004-01-19 | |
| Rep | Asset management | - | 2004-01-19 | |
| Rep | Dealing in securities | - | 2026-05-19 |