FAQ

Account

Account Opening

Application & Requirements

Application & Requirements

How do I open a HK shares trading account?

  • Review the terms of the Client Agreement from www.ebshkfg.com. Copies of the terms can be downloaded from www.ebshkfg.com, picked up from our offices or mailed to you upon request.
  • Submit a signed and completed Account Opening Form.
  • Submit copies of the necessary supporting documents.

Last Update: 2022-01-07

What supporting documents do I need to provide?

Individual/Joint Account
  • Photocopy of Hong Kong Identity Card(s) or passport(s) of the proposed account holder(s);
  • Proof of Residential address and Permanent address, if different (e.g., utilities bills, bank statements etc).
  • Corporate Account
  • Copy of Certificate of Incorporation, certified by a practicing lawyer, practicing certified public accountant or EBSI staff to be a true copy;
  • Copy of current Business Registration Certificate certified by a practicing lawyer, practicing certified public accountant or EBSI staff to be a true copy;
  • Copy of Board Resolutions (certified by Director, a practicing lawyer, practicing certified public accountant or EBSI staff to be a true copy) authorising the entering into of the Agreement, and showing the directors or other personnel authorized to operate the account;
  • Copy of Company's Memorandum and Articles of Association, together with list of directors, certified by a practicing lawyer, practicing certified public accountant or EBSI staff to be true and up-to-date;
  • Photocopies of Hong Kong Identity Card(s) or passport(s) (certified by a practicing lawyer, practicing certified public accountant or EBSI staff to be a true copy) of all beneficial owners, at least 2 Directors and all authorized persons to operate the account.
  • Proof of residential address and permanent address (if different) of all beneficial owners (e.g. utilities bills, bank statements etc showing the name of the beneficial owner within the last 3 months)
  • For offshore company account opening document requirements and detail information, you can contact your Wealth Manager for assistance
  • Last Update: 2022-01-07

    How long will it take to set up the HK shares trading account?

    We will create your trading account within a week after receiving the application forms and necessary supporting documentation. If you still have not received our notice, please call our Customer Service Hotline on +852 2822 5001.

    Last Update: 2022-01-07

    What do I get when my HK shares trading account is set up?

    You will receive the following by mail:

    • A Welcome Pack with instructions on how to use our website
    • Account number (8 digits)
    • Deposit Collection Card / Account No. Card

    Last Update: 2022-01-07

    Can I open more than one HK shares trading account?

    Yes, you can open more than one cash or margin account.

    Last Update: 2022-01-07

    Who is eligible to subscribe to an IPO?

    All customers who have a trading account with Everbright Securities Investment Services (HK) Limited are eligible to subscribe to an IPO.

    Last Update: 2022-01-07

    What is required to open a FX Trader account?

    To open a FX Trader trading account, call our Customer Service Hotline at +852 2822 5001 to make the appointment. Our Customer Service representatives can help you apply.

    Last Update: 2022-01-07

    Is it possible to try the FX Trader trading platform via a demonstration account? Is it free of charge?

    Yes. You may register for a demonstration trading platform on our website and enjoy a 20-day free trial.

    Last Update: 2022-01-07

    How long will it take to set up my FX Trader account?

    Your trading account will be set up within two to three working days after receiving your completed application form together with the necessary supporting documentation. For details, please call our Customer Service Hotline at +852 2822 5001.

    Last Update: 2022-01-07

    What do I receive when my FX Trader account is set up?

    You will receive a welcome letter and email with your account number and instructions on how to use the FX Trader platform. Also, you will receive a password email.

    Last Update: 2022-01-07

    What questions should I ask my insurance consultant when considering whether to buy an investment-linked insurance plan?

    To determine the suitability of any investment-linked plan in meeting your needs, you should first go through a proper Financial Needs Analysis with your financial adviser. This is important as it will help to identify your financial goals, protection needs, risk preference and affordability. After understanding this, your financial adviser will be able to recommend suitable products to meet your needs. The following are key questions you should ask your financial adviser:

    1. Type of plan
      • What type of investment-linked insurance is it? For example, is it a single or regular premium, front-end or back-end loaded?
      • What are the benefits and risks of the plan?
      • Do I have to monitor the investment?
    2. Premiums
      • What options do I have if I want to stop my premiums temporarily?
      • What happens to my investment if I cease my premiums?
      • How long do I need to pay the premiums for?
    3. Returns
      • Are the returns guaranteed?
      • What kind of investment risk am I exposed to for my returns?
      • Can I lose some or all of my money in this plan?
    4. Insurance protection
      • What type of insurance protection is provided?
      • What is the amount and period of coverage?
      • Can I change the amount of coverage?
      • What are the costs involved?
    5. Fund choice
      • What are the types of funds available, their performance track record and their charges?
      • Who are the fund managers?
      • Which funds suit my risk preference?
      • Can I switch funds? Is there any charge involved?
    6. Fees and charges
      • What are the fees and charges for the plan?
      • Where can I find details of the fees and charges?
    7. Surrender and withdrawals
      • What are the charges if I want to terminate my plan?
      • Can I make partial withdrawals? Any charges?
    8. Market knowledge
      • What are other insurers offering?
      • How does your plan compare with other insurers' plans?

    Last Update: 2022-01-07

    Other than the usual account opening documents, do I have to sign additional forms for B-shares?

    On top of the usual account opening documents, you have to sign the commission schedule for B-shares and a B-share account form.

    Last Update: 2022-01-07

    Can I open more than one B-shares trading account?

    In principle, each client can maintain one cash and one margin account. However, since B-shares are not marginable, it does not make any difference if you are using a cash or margin account to trade B-shares.

    Last Update: 2022-01-07

    How do I open a U.S. shares trading account?

    Apply in person:

    Please call our Customer Service Hotline on +852 2822 5001 to make an appointment to open an account. Please bring your Hong Kong ID card(s) or passport(s) and proof or your address (e.g. recent utilities or residential telephone bills, bank statements, etc.)

    Last Update: 2022-01-07

    Is there a minimum deposit required to open a U.S. shares trading account?

    For a limited time only, no minimum deposit is required for our online trading customers. Different deposit minimums may apply for our fully serviced account. Please call our Customer Service Hotline on +852 2822 5001 or contact your Investment Consultant for details.

    Last Update: 2022-01-07

    What types of futures accounts can I open with “Futures Trader Pro”?


     Standard account
    Products offered for online trading
    • Hang Seng Index Futures,

    • Mini Hang Seng Index Futures

    • H-shares Index Futures

    • Mini H-shares Index Futures

    • HSI Volatility Index Futures

    • Stock Futures

    • Hang Seng Index Futures Options

    • Mini Hang Seng Index Futures Options

    • H-shares Index Futures Options
    Order types available for HK Index Futures
    • Rest-of-Day Order

    • Fill-Or-Kill(FOK) Order

    • Fill-And-Kill(FAK) Order

    • Auction Order

    • Stop Loss Order

    • Market Order

    • Up Trigger Order

    • Down Trigger Order

    • Up/Down Trigger Order
    Order types available for HK Futures Option
    • Rest-of-Day Order

    • Fill-Or-Kill(FOK) Order

    • Fill-And-Kill(FAK) Order
    Market InformationStreaming
    Trading platformWeb-based
    Graphical Trading Functions available for HK Index Futures
    • On-graph portfolio

    • Line draw tools

    • One-click transaction details

    Last Update: 2022-01-07

    Can PRC ID holders open account remotely with EBSI?

    PRC ID holders can open EBSI account through our mobile APP in a few steps.

    Last Update: 2022-01-12

    Overseas Application

    Can I open a HK shares trading account if I am overseas?

    Yes. You need to provide us with proof of your overseas address and a copy of your HKID or passport. You also need a HKD currency account with your local bank since our default currency is HKD.

    Last Update: 2022-01-07

    Can I trade HK shares if I am overseas?

    Yes, as long as you can provide your mailing address, you can trade from overseas.

    Last Update: 2022-01-07

    Can I trade B-shares if I live overseas?

    Yes, as long as you can provide a copy of your mailing address and certified identity, and the account opening forms as witnessed by a registered lawyer or accountant, you can trade from overseas.

    Last Update: 2022-01-07

    Can I open a U.S. shares trading account if I am a U.S. resident?

    U.S. shares trading account is only eligible for non- U.S. persons.

    Last Update: 2022-01-07

    Can I open a U.S. shares trading account if I am not a citizen of Hong Kong?

    Yes. The same as account opening procedures apply as with Hong Kong citizens.

    Last Update: 2022-01-07

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