Three Simple Steps to Open an Investment Account
Integrated securities and futures account opening mode: the same procedure allows you to open securities and futures trading accounts at the same time.
1.「Prepare three documents」
- A copy of a valid identification document (such as an ID card or passport)
- A copy of address proof within the past 3 months (the statement of water, electricity, gas, telephone, bank, etc.)
- Hong Kong bank account number
2.「Choose an account opening method」
Sino-Rich Securities provides four account opening methods for customers to choose from: online account opening, in-person account opening, mail a Cheque account opening and witness account opening.
A Online account opening
B Visit Sino-Rich Securities in person to open an account
Bring the prepared documents to our company in person (see 3. below for details)
Address: Room 3310-18, 33/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong
Customer Hotline: +852 3101 0504 / +86 14714302760
Address: Room 3310-18, 33/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong
Customer Hotline: +852 3101 0504 / +86 14714302760
C Mail a Cheque to open an account
Mail the following 6 documents to our company:
- Completed and signed All-In-One Investment Application Form (Individual /Joint Account)
- Completed and signed Standard Commission Table
- A completed and signed Risk Disclosure Statement
- A copy of a valid identification document (such as an ID card or passport)
- A copy of address proof within the last 3 months (the statement of water, electricity, gas, telephone, bank, etc.)
- A cheque of at least HK$10,000 from a Hong Kong bank
--Cheque payable to "Sino-Rich Securities & Futures Limited" or "中順證券期貨有限公司"
--The cheque signature must be the same as the authorized signature on the application form
--The company does not accept promissory notes and third-party cheques
D Witness account opening
Find a witness to witness the account opening documents for you. The witness can be any person licensed or registered with the Securities and Futures Commission of Hong Kong, their associates, a Justices of the Peace, a Bank Branch Managers, a certified public accountant, a lawyer or a Notary. The company can also introduce the witness. The following 5 documents should be mailed to our company after witnessing:
- Completed and signed All-In-One Investment Application Form (Individual /Joint Account)
- Completed and signed Standard Commission Table
- A completed and signed Risk Disclosure Statement
- A copy of a valid identification document (such as an ID card or passport)
- A copy of address proof within the last 3 months (the statement of water, electricity, gas, telephone, bank, etc.)
* This method requires a copy of the witness's license or certificate
3.「Three paper forms to be filled out for non-online account opening」
- All-In-One Investment Application Form (Individual /Joint Account) Download PDF
- Standard Commission Table Download PDF
- Risk Disclosure Statement Download PDF
Three Simple Steps to Open an Investment Account
Integrated securities and futures account opening mode: the same procedure allows you to open securities and futures trading accounts at the same time.
1.「Prepare three documents」
- A copy of a valid identification document (such as an ID card or passport)
- A copy of address proof within the past 3 months (the statement of water, electricity, gas, telephone, bank, etc.)
- Hong Kong bank account number
Sino-Rich Securities provides four account opening methods for customers to choose from: online account opening, in-person account opening, mail a Cheque account opening and witness account opening.
A Online account opening
Bring the prepared documents to our company in person (see 3. below for details)
Address: Room 3310-18, 33/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong
Customer Hotline: +852 3101 0504 / +86 14714302760
C Mail a Cheque to open an account
Mail the following 6 documents to our company:Address: Room 3310-18, 33/F, 41 Heung Yip Road, Wong Chuk Hang, Hong Kong
Customer Hotline: +852 3101 0504 / +86 14714302760
C Mail a Cheque to open an account
- Completed and signed All-In-One Investment Application Form (Individual /Joint Account)
- Completed and signed Standard Commission Table
- A completed and signed Risk Disclosure Statement
- A copy of a valid identification document (such as an ID card or passport)
- A copy of address proof within the last 3 months (the statement of water, electricity, gas, telephone, bank, etc.)
- A cheque of at least HK$10,000 from a Hong Kong bank
--The cheque signature must be the same as the authorized signature on the application form
--The company does not accept promissory notes and third-party cheques
D Witness account opening
Find a witness to witness the account opening documents for you. The witness can be any person licensed or registered with the Securities and Futures Commission of Hong Kong, their associates, a Justices of the Peace, a Bank Branch Managers, a certified public accountant, a lawyer or a Notary. The company can also introduce the witness. The following 5 documents should be mailed to our company after witnessing:- Completed and signed All-In-One Investment Application Form (Individual /Joint Account)
- Completed and signed Standard Commission Table
- A completed and signed Risk Disclosure Statement
- A copy of a valid identification document (such as an ID card or passport)
- A copy of address proof within the last 3 months (the statement of water, electricity, gas, telephone, bank, etc.)
3.「Three paper forms to be filled out for non-online account opening」
- All-In-One Investment Application Form (Individual /Joint Account) Download PDF
- Standard Commission Table Download PDF
- Risk Disclosure Statement Download PDF