• Opening an account online is simple and convenient. A Customer Service representative will contact you after you have submitted the application form online.
• Call our Customer Service Hotline on +852 2822 5001 to request an Account Opening Kit.
• Visit our
• Opening an account online is simple and convenient. A Customer Service representative will contact you after you have submitted the application form online.
• Call our Customer Service Hotline on +852 2822 5001 to request an Account Opening Kit.
• Visit our Customer Service Counter in person.
  
  You are advised to review the 'Client Agreement' in detail when you complete the account opening form*. When you submit the signed and completed form, please also submit copies of the necessary supporting documents.
  
  *Important Notes
  1. If qualified witness is available:
  The Securities Trading Account Application Form must be signed by you as client and witnessed before an employee of Everbright Securities Digital Finance (HK) Limited , or before any other registered person, a Justice of the Peace, branch manager of a bank, lawyer, certified public accountant or Notary Public if you are overseas. When this Account Application Form is signed and witnessed by others than our employee, the witness must complete the Certification in the specified column of the Account Application Form.
  
  2. For individual client where a qualified witness is not available
  You can mail a cheque payable to Everbright Securities Digital Finance (HK) Limited to be credited to your account with us with an amount of not less than HK$10,000. It should bear your name as shown in your Hong Kong ID card(s) or passport(s) drawn on your account with a Hong Kong licensed bank with an identical signature to that on the Account Application Form. Please note that the account will not be activated until the cheque has cleared.
  
  3. Risk Disclosure Statement
  Please pay special attention to the risk disclosure statements set out in the Client Agreement.

Last Update: 2022-01-04

Hong Kong Individual / Joint Account

1. Application notes for required documents on account opening - Online Application: Electronic Signature (for individual account only)
   

   	Holder of Hong Kong Permanent Identity Card	Holder of Hong Kong Identity Card having resided in Hong Kong for less than 7 years		Macau resident	Foreign resident
   	Hong Kong resident	Hong Kong resident (Chinese Nationality)	Hong Kong resident (Foreign Nationality)
   (i)	Copy of Hong Kong Permanent Identity Card (Please refer to remark 1)	Copy of Hong Kong Identity Card (Please refer to remark 1)	Copy of Hong Kong Identity Card (Please refer to remark 1)	Copy of Chinese Travel Permit (Front and Back Covers) or Passport or HKSAR Document of Identity for Visa Purposes	Copy of Foreign Passport
   (ii)		Copy of HKSAR Document of Identity for Visa Purposes	Copy of Foreign Passport
   (iii)	Bank account statement in the last 3 months of a local bank account of an authorized institution licensed by the Hong Kong Monetary Authority showing account holder name, residential address, bank account details (Please refer to remark 3)
   (iv)	Upon account opening, documentary proof of an online deposit in the amount of no less than HK$10,000 bearing the Client’s name as shown in the identity document and drawn on the Client’s bank account (Please refer to remark 2) with a licensed bank in Hong Kong

   Remark 1:
   Declaration statement or deed poll must be provided if the holder of Hong Kong Identity Card’s reported name has been changed since first registration.
   
   Remark 2:
   Please note that, for account opened through “account opening – electronic signature ", the client’s future deposits and withdrawals can only be conducted through this designated bank account. If client needs to change their designated bank account, please visit our branches or counters.
   
   Remark 3:
   The designated Hong Kong local bank account monthly statement must show the printed date (Valid within the last 3 months), registered address and bank account number.
   

2. Application notes for required documents on account opening - Online Application: Physical Signature (for individual account/joint account)
   

   	Holder of Hong Kong Permanent Identity Card	Holder of Hong Kong Identity Card having resided in Hong Kong for less than 7 years		Macau resident	Foreign resident
   	Hong Kong resident	Hong Kong resident (Chinese Nationality)	Hong Kong resident (Foreign Nationality)
   (i)	Copy of Hong Kong Permanent Identity Card (Please refer to remark 1)	Copy of Hong Kong Identity Card (Please refer to remark 1)	Copy of Hong Kong Identity Card (Please refer to remark 1)	Copy of Identity Card	Copy of Foreign Passport
   (ii)		Copy of HKSAR Document of Identity for Visa Purposes	Copy of Foreign Passport
   (iii)	Original copy of proof of residential address showing account holder name issued within the last 3 months (e.g. government bill, utility bill or bank statement, etc.)
   (iv)	A cheque in the amount of no less than HK$10,000 bearing the Client’s name as shown in the identity document and drawn on the Client’s bank account with a licensed bank in Hong Kong with the Client’s authorized signature. (Please refer to remark 2)

   Remark 1:
   Declaration statement or deed poll must be provided if the holder of Hong Kong Identity Card’s reported name has been changed since first registration.
   
   Remark 2:
   If you are not able to provide the cheque as required (a cheque in the amount of no less than HK$10,000 bearing the Client’s name as shown in the identity document and drawn on the Client’s bank account with a licensed bank in Hong Kong with the Client’s authorized signature), you have to provide the proof of witness signed by *certifier
   
   In this case, please also provide:
   1.Proof of *certifier's qualification
   2.Business card of *certifier
   3.Signature and seal on Section F Certification Column of Account application form by *certifier
   4.Signature and seal on the copy of Hong Kong Identity Card by *certifier
   5.Signature and seal on the copy of residential address proof by *certifier
   
   *Certifier includes practising lawyer/Justice of the Peace/certified public accountant (practising)/notary public

3. Application notes for required documents on account opening in-person appointment (for individual account/joint account)
   

   	Holder of Hong Kong Permanent Identity Card	Holder of Hong Kong Identity Card having resided in Hong Kong for less than 7 years		Macau resident	Foreign resident
   	Hong Kong resident	Hong Kong resident (Chinese Nationality)	Hong Kong resident (Foreign Nationality)
   (i)	Copy of Hong Kong Permanent Identity Card (Please refer to remark 1)	Copy of Hong Kong Identity Card (Please refer to remark 1)	Copy of Hong Kong Identity Card (Please refer to remark 1)	Copy of Identity Card	Copy of Foreign Passport
   (ii)		Copy of HKSAR Document of Identity for Visa Purposes	Copy of Foreign Passport	Visitor Permit ticket required, matched with Travel Document Number
   (iii)	Original copy of proof of residential address showing account holder name issued within the last 3 months (e.g. government bill, utility bill or bank statement, etc.)
   (iv)	For Individual account, a cheque in the amount of no less than HK$10,000 bearing the Client’s name as shown in the identity document and drawn on the Client’s bank account with a licensed bank in Hong Kong with the Client’s authorized signature. For joint account, a cheque in the amount of no less than HK$10,000 bearing the Client’s name as shown in the identity document and drawn on the Client’s bank account with a licensed bank in Hong Kong with the Client’s authorized signatures. (Joint signature is required on the cheque) (Please refer to remark 2)

   Remark 1:
   Declaration statement or deed poll must be provided if the holder of Hong Kong identity card’s reported name has been changed since first registration.

Hong Kong Limited Company Account

1. Copies of the Hong Kong ID cards/passports of: the Authorized Persons named in item 13 of the Securities Trading Account Application/substantial shareholders/ultimate principal beneficial owners.
2. Address proof of residence (within the recent 3 months) of the substantial shareholders/ultimate principal beneficial owners.
3. A certified copy of the Business Registration Certificate of the Applicant.
4. A certified copy of Certificate of Incorporation.
5. A certified copy of Memorandum and Articles of Association or other constitutive documents.
6. An accurate and up-to-date list of the current directors and officers.
7. A certified copy of board resolutions approving the terms and authorizing the execution of the Client Agreement.
8. Deed of Guarantee and Indemnity or written waiver signed by a director of Everbright Securities Digital Finance (HK) Limited

   Last Update: 2023-09-01

• Individual/Joint Cash Account


• Individual/Joint Margin Account


• Corporate Cash Account


• Corporate Margin Account

Last Update: 2016-07-08

Yes, you can open one cash and one margin account.

Last Update: 2016-07-08

No

Last Update: 2016-07-08

All customers who have a securities trading account with EBSI Direct are eligible to subscribe for an IPO online.

Last Update: 2021-12-24

Last Update: 2016-07-08

All your accounts can be accessed by the same login ID and password. To place an order, you need one trading password only.

This one-stop system applies to accounts under the same beneficiary owner name only. For example, if you have an individual account and a joint account, you cannot use the same login and password to access both accounts.

Last Update: 2016-07-08