| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WEALTH MANAGEMENT GROUP LIMITED | RO | Asset management | 2007-02-02 | - |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2005-10-27 | 2006-08-01 |
| PRIVATE CAPITAL LIMITED | Rep | Advising on securities | 2004-07-22 | 2005-10-07 |
| Rep | Asset management | 2004-07-22 | 2005-10-07 | |
| RO | Advising on securities | 2003-09-15 | 2004-07-22 | |
| RO | Asset management | 2003-09-15 | 2004-07-22 | |
| Rep | Advising on securities | 2003-04-24 | 2003-09-15 | |
| Rep | Asset management | 2003-04-24 | 2003-09-15 | |
| UKFP (Asia) HK Limited | Rep | Advising on corporate finance | 2003-04-01 | 2003-04-17 |
| Rep | Advising on securities | 2003-04-01 | 2003-04-17 | |
| Rep | Asset management | 2003-04-01 | 2003-04-17 | |
| Rep | Dealing in securities | 2003-04-01 | 2003-04-17 |