Steps

1. Complete Client Information Statement

   • Cash or Margin Account Application Form (Individual / Joint / Sole Proprietorship / Partnership)
   • Futures Account Application Form (Individual / Joint / Sole Proprietorship / Partnership)

   *For other kinds of account, please download the specific forms from here.

2. Submit the completed form with copies of the required documents
3. Mail all documents to UOB Kay Hian(Hong Kong) Ltd
   • Mailing Address: 6/F Harcourt House, 39 Gloucester Road, Hong Kong
   • Recipient: Data Management Team
   • Recipient Phone Number: +852 2136 1818

Required Documents

1. Copy of personal identification document
   • Hong Kong permanent I.D. Card / I.D. / Passport
   • Valid Official Identity Document (with biodata page containing the bearer's photograph and biographical details)
2. Proof of residential address dated within 3 months, e.g. electricity bill, bank statement, etc.
3. Proof of bank account, e.g. bank statement or bank book
4. Complete W-8BEN Form (For the application of US trading account)

According to SFC, you are required to mail a personal crossed cheque of not less than HK$10,000 for verification purpose.

The cheque will be deposited into your account. You may use it to start trading or withdraw at any time.

• Payable to "UOB Kay Hian (Hong Kong) Limited"
• Pre-print your name as shown in your HKID/ Passport
• Drawn on your Hong Kong Licensed Bank account
• Bear identical signature as shown on the Account Opening Form

Eligibility

• At least 18 years of age
• Opening an individual and joint account
• A non-US resident or citizen
• Not authorized to trade for others
• Not acting as an intermediary for the account