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Account opening guidelines
Account opening guidelines
STEP
2
Arrange for witness
Our customer service staff will contact you and make arrangement for you to come to our office. You will sign the documents and be witnessed by our staff. Please bring your ID card, proof of address with you. You can also arrange a witness (lawyers, certified public accountants, notaries, etc.) on your own. The witness must sign on the account form and the customer's identity documents, and submit a copy ID card, a copy of the professional qualification certificate (such as a lawyer certificate, etc.), name card (contact) of the witness.
Address proof: Water or electricity bills, credit card bills or other similar supporting documents issued in the last three months. If mainland customers' contact address and that on the identity card is consistent, no address proof is needed.
STEP
3
Sign and confirm
If client can come to our office for account opening procedures, our staff will guide the clients to sign documents. If the client cannot come in person, please sign and send all relevant documents and those of the witness to our office.
STEP
4
Risk disclosure
After receiving all related documents, our staff will do risk assessment for you according to the laws and regulations of the Hong Kong Securities and Futures Commission, and then disclose the relevant risk.
STEP
5
Complete
A licensed practitioner will review and confirm that the clients are eligible for account opening. The process will take about 2 business days. Once the account has been approved, we will send a confirmation letter, account number and initial password of the trading platform to the client by emails.
