FAQ

Trading

Margin

HK Shares & Warrants

What is the Normal Margin Scheme?

Normal Margin Scheme
Customers will be entitled to 70% margin financing for high grade stocks (which includes all Hang Seng Index constituent stocks and other large cap stocks), as well as 50% margin financing for medium grade stocks. You can login and refer to our Margin Grading for the respective margin ratios of the stocks.

Last Update: 2022-01-07

How much funding is required before HK shares margin account holders can start trading?

For margin clients, all Hong Kong stocks (excluding rights and warrants) will be accepted for margin trading by depositing the fund according to the margin ratio. You can login and refer to our Margin Grading for the respective margin ratios of the stocks.

Last Update: 2022-01-07

HK Shares IPO

Stock Options

How can I find the margin requirements for stock options?

The amount of margin requirement for an individual client portfolio is calculated on a real-time basis by using industrial standard, SPAN, and varies under different conditions. You may refer to the margin table of the stock options section on the HKEx website for an estimated margin requirement for each stock option contract.

Last Update: 2022-01-07

Futures

How can I find the updated Margin Table?

Please refer to the Hong Kong Futures Margin Table and Global Futures Margin Table. You can also refer to Margin table of 'Futures & Index Options' section on the HKEx website.

Last Update: 2022-01-07

Can I open a new position if I have a margin call?

No. You can only open a new position when you have sufficient margin without margin call status. However, closing off a position is always allowed.

Last Update: 2022-01-07

When will I receive a margin call?

When your net asset value falls below the maintenance margin, you need to deposit or offset the position.

Last Update: 2022-01-07

How can I find the updated Hong Kong Stock Futures margin table?

For the margin requirements for HK Stock Futures, please refer to the ClientMargin Estimate Reference Table of“Stock Futures ' section on the HKEx website.

Last Update: 2022-01-07

Foreign Exchange

What are the margin requirements for FX?

Spot FX is margined initially at rates of 5% with the maintenance margin set at 3%. The system automatic cut margin is 1%.

Last Update: 2022-01-07