| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MONEY CONCEPTS (ASIA) HOLDINGS LIMITED | Rep | Dealing in securities | 2015-11-25 | 2016-08-29 |
| RO | Advising on securities | 2015-09-29 | 2016-08-29 | |
| RO | Asset management | 2015-09-29 | 2016-08-29 | |
| Rep | Advising on securities | 2015-08-27 | 2015-09-29 | |
| Rep | Asset management | 2015-08-27 | 2015-09-29 | |
| WORL-D ASSET MANAGEMENT (HONG KONG) LIMITED | Rep | Advising on securities | 2013-03-28 | 2015-07-01 |
| Rep | Asset management | 2013-03-28 | 2015-07-01 | |
| CHAMPUS ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2009-09-02 | 2013-03-05 |
| Rep | Advising on securities | 2009-07-23 | 2009-09-02 | |
| THORNTON GLOBAL WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2007-07-25 | 2009-07-10 |
| Rep | Advising on securities | 2005-11-16 | 2007-07-25 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2005-06-27 | 2005-11-01 |