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Open Account
簡 繁
Customer Service Securities and Futures
Customer Service
Open Account
At least 15-min delayed quote, last updated: Information provided by: etnet 經濟通

Securities and Futures

Personal / Joint Account
A-K – Client’s Agreement
FC-C – Commission Schedule (Securities, Futures & Options)
FC-M – Market Fees & Service Charges
RPQ-I – Risk Profile Questionnaire (Individual)
W-8B – W-8BEN form
FL – Facility letter (Account with Deed of Guarantee still need to sign a Facility letter) (Note)
MC-S – Margin Call Policy for Securities (Note)
MC-F – Margin Call Policy for Futures (Note)
MT – Application Form for Market Trading Function and Electronic Trading Service
OCD – Overseas Commodities Declaration (Individual Account)
RMB – RMB Currency Futures Application Form
75+ – Aged 75 or above Client Declaration Form
RDD – Risk Disclosure Statement for Derivative Products
RRD – Renminbi Product Trading Service and Related Risk Disclosure Statement
T-EC - Application Form for being Treated as an Established Client (Futures)
Corporate Account
A-K – Client’s Agreement
FC-C – Commission Schedule (Securities, Futures & Options)
FC-M – Market Fees & Service
CRS-CP – CRS Self-Certification Form-Controlling Person
RPQ-C – Risk Profile Questionnaire (Corporate)
W-8E – W-8BEN-E form
FL – Facility letter (Account with Deed of Guarantee still need to sign a Facility letter) (Note)
MC-S – Margin Call Policy for Securities (Note)
MC-F – Margin Call Policy for Futures (Note)
MT – Application Form for Market Trading Function and Electronic Trading Service
DG – Deed of Guarantee
OCD – Overseas Commodities Declaration (Corporate Account)
RMB – RMB Currency Futures Application Form
RDD – Risk Disclosure Statement for Derivative Products
RRD – Renminbi Product Trading Service and Related Risk Disclosure Statement

Note : 

  • If you wish to receive a copy of the executed documents (K, FL, MC-S & MC-F), please complete and return 2 copies of the documents. 
  • For Personal/Joint Account, please prepare the following documents for account opening: 
  • Personal Identification Document (e.g. a valid Hong Kong Identity Card or a valid passport) 
  • A Copy of personal address proof from the recent 3 months (e.g. utilities bill, bank statement or income tax statement) 
  • Please contact Customer Service at (852) 2919 2919 to make an appointment. 
  • For Corporate Account, please contact Customer Service at (852) 2919 2919 for enquiries. 
  • Contents are in PDF format. Please download the latest version of “Acrobat Reader”. 
  • You may also open account online, please click here.  

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