| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2022-11-21 | - |
| KGI Asset Management Limited | Rep | Asset management | 2020-11-12 | 2022-06-23 |
| KGI ASIA LIMITED | Rep | Advising on securities | 2017-10-03 | - |
| Rep | Dealing in securities | 2017-10-03 | - | |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2015-09-02 | 2021-08-31 |
| KGI ASIA LIMITED | Rep | Advising on securities | 2015-03-12 | 2017-10-02 |
| Rep | Dealing in securities | 2015-03-12 | 2017-10-02 | |
| KGI Asset Management Limited | Rep | Advising on securities | 2013-07-29 | 2022-06-23 |
| Rep | Dealing in securities | 2013-07-29 | 2022-06-23 | |
| T G HOLBORN (HK) LIMITED | Rep | Advising on securities | 2008-05-07 | 2013-11-06 |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-06-10 |
| Rep | Advising on securities | 2003-04-01 | 2004-06-10 | |
| Rep | Asset management | 2003-04-01 | 2004-06-10 | |
| Rep | Dealing in securities | 2003-04-01 | 2008-04-04 |