Please refer to your Welcome Pack or Welcome Email to complete the information below:
Account Numbers
| Cash / Margin Securities Trading | |
| (If applicable) | |
| Stock Options Trading | |
| (If applicable) | |
| Commodities Trading | |
| (If applicable) | |
| ID / Passport No. / Certificate of Incorporation No. or Business Registration Certificate No. | |
|
Please use CAPITAL LETTERS and type the "( )" symbol if applicable. e.g. A123456(7).
If you are activating a Corporate account, please enter the Certificate of Incorporation No. or Business Registration Certificate No. here.
|
Account Numbers
Cash Securities Trading
Account Numbers
Margin Securities Trading
Account Numbers
Stock Options Trading
Account Numbers
Commodities Trading
According to our system record, in addition to the above account, you are also holding the following account(s). You may choose to activate the account(s) together and use same login ID.
You have chosen to activate the following trading account(s):
| Trading Account | Account Number |
|---|---|
| Cash Securities Trading Account | |
| Margin Securities Trading Account | |
| Stock Options Trading Account | |
| Commodities Trading Account |
Please choose the method you want to receive One-Time PIN:
| (Please select the region and enter the mobile phone number registered with us) | |||
You have chosen to activate the following trading account(s):
| Trading Account | Account Number |
|---|---|
| Cash Securities Trading Account | |
| Margin Securities Trading Account | |
| Stock Options Trading Account | |
| Commodities Trading Account |
You have chosen to activate the following trading account(s):
| Trading Account | Account Number |
|---|---|
| Cash Securities Trading Account | |
| Margin Securities Trading Account | |
| Stock Options Trading Account | |
| Commodities Trading Account |
Please enter your One-Time PIN:
Please check your email/SMS for PIN
Please check your email for PIN
If you do not receive One-Time PIN within 2 minutes. Please click the “Resend PIN” button below, and a new One-Time PIN will be resent to your email/SMS
If you do not receive One-Time PIN within 2 minutes. Please click the “Resend PIN” button below, and a new One-Time PIN will be resent to your email
Please create a Login ID and Password for your new account:
Login ID
- At least 6 but not more than 12 characters.
- Must be combination of letters and numerals.
- First character must be a letter.
Password
Confirm password
- Login password must have at least 8 but not more than 20 characters.
- Login password must be a combination of uppercase and lowercase letters and numerals.
- Login password must not contain your login ID (e.g. your login ID is "mylogin", then you cannot use "mylogin123" as your login password).
- Login password must not be the same as your Trading password.
- Login password allow to have symbols including !@$%.^*(){}[]and#
Please set trading password for the trading platform:
Trading Password
Confirm Trading Password
All passwords must be:
- Trading password must not contain any spaces.
- At least 8 but not more than 12 characters.
- Must be combination of letters and numerals.
- Must not contain any special symbols such as @, # and $.
- Password is case-sensitive.
Risk Disclosure Statement
| Risk Disclosure and Other Important Matters Relating to Online Access to Trade Documents (“Risk Disclosure Statement”) | |||||||||||
| 1) | Upon choosing and accepting for the use of this web access option (“Web Access Option”) to view and retrieve your eStatements and/or other trade documents, you agree to access and receive eStatements or other trade documents via such trade portal platform (“Designated Platform”) as designated by our company from time to time. You hereby request and instruct our company to cease attaching PDF copies of the relevant statements of account to the email notifications sent to you. | ||||||||||
| 2) | The statements of account or other trade documents will be displayed in PDF format on the Designated Platform whereof you should login to your own account to view, download and/or print out. | ||||||||||
| 3) | Our company will only send you an email notification to the email account designated by you (“Designated Email Account”) when the eStatement is available for viewing or retrieval in the Designated Platform. Accordingly, you are advised to check the Designated Email Account regularly. You agree that your use of the Designated Platform will constitute your agreement to and acceptance of these terms and conditions as well as your acknowledgement of the inherent risks in accessing, viewing, printing and downloading eStatements or other trade documents over the Internet and all the other risks and matters referred to in this Risk Disclosure Statement. | ||||||||||
| 4) | Accessing trade documents (such as contract notes, statements of account and receipts) through the Designated Platform is associated with risks. The risks set out below are not intended to be exhaustive. Your attention is drawn to the following risks and matters: | ||||||||||
| |||||||||||
| 5) | You are required to inform us as soon as practicable of a change in your Designated Email Account. | ||||||||||
| 6) | You are advised to promptly review the eStatement or other trade document posted on the Designated Platform upon receiving the email notice from us to ensure that any errors are detected and reported to us as soon as practicable; and | ||||||||||
| 7) | The eStatement or other trade document is downloadable in a printer-friendly format. You are recommended to save an electronic copy of the eStatement or other trade document in your own computer storage or print a hard copy of the eStatement or trade document for future reference. | ||||||||||
| 8) | The same setting will be applied to all existing accounts and any newly added account registered with the same Trade Portal Login ID when eStatement is chosen as preferred mode of dispatch. | ||||||||||
| 9) | If you choose to restore the default setting to receive statement or other trade document by posts, you are advised to contact our customer service representatives at +852 2822 5001 (Hong Kong) or +86 40011 95525 (Mainland) for assistance. | ||||||||||
| Risk Disclosure and Other Important Matters Relating to Online Access to Trade Documents (“Risk Disclosure Statement”) | |||||||||||
| 1) | Upon choosing and accepting for the use of this web access option (“Web Access Option”) to view and retrieve your eStatements and/or other trade documents, you agree to access and receive eStatements or other trade documents via such trade portal platform (“Designated Platform”) as designated by our company from time to time. You hereby request and instruct our company to cease attaching PDF copies of the relevant statements of account to the email notifications sent to you. | ||||||||||
| 2) | The statements of account or other trade documents will be displayed in PDF format on the Designated Platform whereof you should login to your own account to view, download and/or print out. | ||||||||||
| 3) | Our company will only send you an email notification to the email account designated by you (“Designated Email Account”) when the eStatement is available for viewing or retrieval in the Designated Platform. Accordingly, you are advised to check the Designated Email Account regularly. You agree that your use of the Designated Platform will constitute your agreement to and acceptance of these terms and conditions as well as your acknowledgement of the inherent risks in accessing, viewing, printing and downloading eStatements or other trade documents over the Internet and all the other risks and matters referred to in this Risk Disclosure Statement. | ||||||||||
| 4) | Accessing trade documents (such as contract notes, statements of account and receipts) through the Designated Platform is associated with risks. The risks set out below are not intended to be exhaustive. Your attention is drawn to the following risks and matters: | ||||||||||
| |||||||||||
| 5) | You are required to inform us as soon as practicable of a change in your Designated Email Account. | ||||||||||
| 6) | You are advised to promptly review the eStatement or other trade document posted on the Designated Platform upon receiving the email notice from us to ensure that any errors are detected and reported to us as soon as practicable; and | ||||||||||
| 7) | The eStatement or other trade document is downloadable in a printer-friendly format. You are recommended to save an electronic copy of the eStatement or other trade document in your own computer storage or print a hard copy of the eStatement or trade document for future reference. | ||||||||||
| 8) | The same setting will be applied to all existing accounts and any newly added account registered with the same Trade Portal Login ID when eStatement is chosen as preferred mode of dispatch. | ||||||||||
| 9) | If you choose to restore the default setting to receive statement or other trade document by posts, you are advised to contact your Investment Consultant or contact our customer service representatives at +852 2822 5001 (Hong Kong) or +86 40011 95525 (Mainland) for assistance. | ||||||||||
| Risk Disclosure and Other Important Matters Relating to Online Access to Trade Documents (“Risk Disclosure Statement”) | |||||||||||
| 1) | Upon choosing and accepting for the use of this web access option (“Web Access Option”) to view and retrieve your eStatements and/or other trade documents, you agree to access and receive eStatements or other trade documents via such trade portal platform (“Designated Platform”) as designated by our company from time to time. You hereby request and instruct our company to cease attaching PDF copies of the relevant statements of account to the email notifications sent to you. | ||||||||||
| 2) | The statements of account or other trade documents will be displayed in PDF format on the Designated Platform whereof you should login to your own account to view, download and/or print out. | ||||||||||
| 3) | Our company will only send you an email notification to the email account designated by you (“Designated Email Account”) when the eStatement is available for viewing or retrieval in the Designated Platform. Accordingly, you are advised to check the Designated Email Account regularly. You agree that your use of the Designated Platform will constitute your agreement to and acceptance of these terms and conditions as well as your acknowledgement of the inherent risks in accessing, viewing, printing and downloading eStatements or other trade documents over the Internet and all the other risks and matters referred to in this Risk Disclosure Statement. | ||||||||||
| 4) | Accessing trade documents (such as contract notes, statements of account and receipts) through the Designated Platform is associated with risks. The risks set out below are not intended to be exhaustive. Your attention is drawn to the following risks and matters: | ||||||||||
| |||||||||||
| 5) | You are required to inform us as soon as practicable of a change in your Designated Email Account. | ||||||||||
| 6) | You are advised to promptly review the eStatement or other trade document posted on the Designated Platform upon receiving the email notice from us to ensure that any errors are detected and reported to us as soon as practicable; and | ||||||||||
| 7) | The eStatement or other trade document is downloadable in a printer-friendly format. You are recommended to save an electronic copy of the eStatement or other trade document in your own computer storage or print a hard copy of the eStatement or trade document for future reference. | ||||||||||
| 8) | The same setting will be applied to all existing accounts and any newly added account registered with the same Trade Portal Login ID when eStatement is chosen as preferred mode of dispatch. | ||||||||||
| 9) | If you choose to restore the default setting to receive statement or other trade document by posts, you are advised to contact your Wealth Management Specialist or contact our customer service representatives at +852 3920 8020 (Hong Kong) / +86 40011 95525 (Mainland) for assistance. | ||||||||||
Congratulations! Your account activation process is now complete. You can now login to our trading platforms and access your trading accounts with a single Login ID and Password.
Account(s) activated
| Trading Account | Account Number | Login ID |
|---|
Commodities or Stock option accounts activated
| Trading Account | Account Number | Login ID |
|---|
Account(s) failed to activate
| Trading Account | Account Number |
|---|
Note: Under the following situations, another login ID(s) will be generated automatically by the system.
- Activating new futures account(s) by an existing futures account holder or activating more than one futures account(s).
- Activating new stock options account(s) by an existing stock options account holder or activating more than one stock options account(s) .
You may visit “Online Trading Demo” or click the links below to learn more about the operations of our trading platforms:
New Account Activation - Failure to activate the account
Sorry! Your account(s) cannot be activated, please contact our Customer Service Hotline at +852 2822 5001.
Sorry! Your account(s) cannot be activated, please contact our Customer Service Hotline at +852 3920 8020.