| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| GAOYU SECURITIES LIMITED | Rep | Asset management | 2025-03-17 | - |
| Rep | Dealing in securities | 2025-03-17 | - | |
| Raffles Assets Management (HK) Co. Limited | Rep | Asset management | 2022-03-24 | 2022-06-10 |
| BEA Union Investment Management Limited | RO | Advising on securities | 2012-07-31 | 2021-09-17 |
| RO | Asset management | 2012-07-31 | 2021-09-17 | |
| RO | Dealing in securities | 2012-07-31 | 2021-09-17 | |
| Rep | Advising on securities | 2012-02-09 | 2012-07-31 | |
| Rep | Asset management | 2012-02-09 | 2012-07-31 | |
| Rep | Dealing in securities | 2012-02-09 | 2012-07-31 | |
| UBS Asset Management (Hong Kong) Limited | RO | Advising on securities | 2008-06-17 | 2011-11-11 |
| RO | Asset management | 2008-06-17 | 2011-11-11 | |
| Rep | Advising on securities | 2008-01-28 | 2008-06-17 | |
| Rep | Asset management | 2008-01-28 | 2008-06-17 | |
| Allianz Global Investors Hong Kong Limited | RO | Advising on securities | 2007-06-15 | 2007-12-08 |
| RO | Asset management | 2007-06-15 | 2007-12-08 | |
| RO | Dealing in securities | 2007-06-15 | 2007-12-08 | |
| Rep | Advising on securities | 2006-04-12 | 2007-06-15 | |
| Rep | Dealing in securities | 2005-04-08 | 2007-06-15 | |
| Rep | Advising on securities | 2003-06-16 | 2005-08-03 | |
| Janus Henderson Investors Hong Kong Limited | Rep | Advising on corporate finance | 2003-04-01 | 2003-05-05 |
| Rep | Advising on securities | 2003-04-01 | 2003-05-05 | |
| Rep | Asset management | 2003-04-01 | 2003-05-05 | |
| Rep | Dealing in securities | 2003-04-01 | 2003-05-05 |
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