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Open an account

  1. Download and complete the<Account Opening Form>
  2. Print and sign relevant documents and arrange the following required documents:
    • Signature verified copy of the account holder’s valid ID and/or passport
    • Bank statements or public service receipts from the last 3 months as proof of address
    • Investment Products – Risk Tolerance Questionnaire (Applicable to Individual/Joint Customers)
    • Application and termination of trading platform (applicable to opening futures account)
    • Standing authorization (applicable to opening futures account)
    • Hong Kong Futures Exchange futures and options position limits and rules for reporting large open positions (applicable to opening futures accounts)
    • Hong Kong stock option position limits and reportable position rules (applicable to opening a stock option account)
       
  3. Mail to our customer service department:
    Room 1402-3, Phase 2, Admiralty Centre, 18 Harcourt Road, Admiralty, Hong Kong