| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2003-04-01 | - |
| Rep | Advising on futures contracts | 2003-04-01 | 2004-01-19 | |
| Rep | Asset management | 2003-04-01 | 2004-01-19 | |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2003-04-01 | 2025-06-20 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2003-04-01 | - |
| Rep | Providing automated trading services | 2003-04-01 | 2003-07-07 | |
| Rep | Advising on corporate finance | 2003-04-01 | 2004-01-19 | |
| Rep | Advising on securities | 2003-04-01 | 2004-01-19 | |
| Rep | Asset management | 2003-04-01 | 2004-01-19 |