| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Venture Smart Asia Limited | Rep | Advising on securities | 2018-03-09 | 2018-05-31 |
| Rep | Dealing in securities | 2018-03-09 | 2018-05-31 | |
| Rep | Asset management | 2018-02-07 | 2018-05-31 | |
| Bright Fund Management Limited | RO | Asset management | 2016-04-05 | 2017-09-15 |
| Everbright Securities Investment Services (HK) Limited | RO | Advising on securities | 2010-10-14 | 2013-04-15 |
| Everbright Securities Global (HK) Limited | Rep | Advising on corporate finance | 2010-01-18 | 2010-06-02 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2010-01-18 | 2010-10-14 |
| Rep | Dealing in securities | 2010-01-18 | 2016-04-05 | |
| Credit Suisse (Hong Kong) Limited | Rep | Advising on securities | 2005-04-14 | 2009-03-30 |
| Credit Suisse Securities (Hong Kong) Limited | Rep | Advising on corporate finance | - | 2005-02-15 |
| Rep | Asset management | - | 2005-02-15 | |
| Rep | Advising on securities | - | 2006-08-18 |