| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Manulife Investment Management (Hong Kong) Limited | Rep | Dealing in securities | 2025-07-09 | - |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2018-12-03 | 2025-02-11 |
| Rep | Dealing in securities | 2018-12-03 | 2025-02-11 | |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2010-01-18 | 2018-06-01 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2010-01-18 | 2018-06-01 |
| SOUTHWEST SECURITIES (HK) FUTURES LIMITED | Rep | Dealing in futures contracts | 2010-01-18 | 2018-06-01 |
| KGI FUTURES (HONG KONG) LIMITED | Rep | Dealing in futures contracts | 2009-03-11 | 2010-01-01 |
| KGI ASIA LIMITED | Rep | Advising on securities | 2009-01-12 | 2010-01-01 |
| Rep | Dealing in securities | 2009-01-12 | 2010-01-01 | |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2007-10-27 | 2008-10-01 |
| Rep | Advising on securities | 2004-12-08 | 2008-10-01 |