| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2018-08-29 | - |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2013-09-17 | - |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-12-31 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2007-06-28 | - |
| Sun Life Financial Asia Services Limited | Rep | Advising on securities | 2006-12-05 | 2007-03-30 |