Securities Cash Account Opening Documents
 
You must read Terms and Conditions, Disclaimer and Privacy Policy Statement before you download our Securities Account Mandate and relevant documents.

By opening a securities account, you confirm that you are not subject to any legal or regulatory restrictions on dealing in securities through this website. If in doubt, please check with your local legal advisor, regulator or authority before opening a securities account.
 
Securities Account Mandate
   
Supplementary for Securities Account Mandate
   
Additional Mandate for Opening Securities Account (for Corporate Clients only)
   
Real-time Snap Shot Quotes - Service Plan
   
Terms and Conditions for Securities Services
   
Terms and Conditions for SMS Notification Service
   
Pilot Programme for Trading United States Securities (For your reference only)
   
i-Banking User Terms and Conditions (For your reference only)
   
Internet Stock Trading-Customer Operation Guide
 
 

FOR PERSONAL ACCOUNT

  • Copy(ies) of the Hong Kong Identity card or passport of the Account Holder(s)
  • Employer's Letter (If your job nature relates to stock investment)

FOR CORPORATE ACCOUNT
  • Copy(ies) of Hong Kong Identity card or Passport of the authorized signatory(ies) and director(s)
  • Copies of Memorandum and Articles of Association and amending resolutions
  • Copy of Certificate of Incorporation
  • Copy of Business Registration Certificate (if any)
 
If you require further assistance on opening a
Securities account, please contact our
Customer Service Hotline (852) 2818-0282
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