SECURITIES ACCOUNT OPENING (CASH
OR MARGIN) |
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Securities Account Opening Particulars |
Click Securities Service Charges for reference |
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1. |
Individual (single or joint names) and company (limited company) applicants are welcome. |
2. |
Individual applicant must be 18 or above. |
3. |
Applicant must apply in person in any
CMB Wing Lung Bank
branches. |
4. |
pplicant must maintain a HKD savings/current account (with NET Banking Service) with CMB Wing Lung Bank. The account will be designated as the settlement account for money settlements in connection with securities trading and dealing activities. |
5. |
Specimen signature and signing instructions in
respect of the securities account would be the same as that of the above settlement account unless otherwise requested. |
6. |
Normally it takes 4 working days to process an account opening application. |
7. |
Customers who have already opened a securities account with CMB Wing Lung
Bank Ltd can use the Online Securities Trading Service Registration for online securities trading service registration. |
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Document Download(for reference only) |
Step 1 of 2 |
Please download the below
document(s). |
Documents
for Securities Account Opening Application |
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Step
2 of 2 |
1. |
After printing out the documents, applicant should read, understand and agree to the terms and conditions
of the services selected. |
2. |
Fill in the required information in the Account
Mandate and apply in person in any CMB Wing Lung Bank Branches together with the following required documents. In addition to Securities Account Opening , applicants may select other services (e.g. Securities Savings Scheme) and complete relevant schedules.
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Schedules |
Applicable to |
Schedule 1 |
Account Opening Information |
All applicants |
Schedule 2 |
Additional Information for Margin Trading |
For Margin Trading customers only |
Schedule 3 |
Additional Information for Securities Savings Scheme |
For Securities Savings Scheme customers only |
Schedule 4 |
Additional Mandate for Corporate Customers |
For Corporate customers only |
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Relevant documents for single or joint names A/C |
1. |
Identity card or passport copy(ies) of the applicant(s). |
2. |
Residential address proof, e.g. utilities bills, bank statements. |
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Relevant document for Company A/C |
1. |
Identity card or passport copy(ies) of authorised signatory(ies) and director(s). |
2. |
Memorandum and articles of association and amending resolutions (if any). |
3. |
Certificate of incorporation. |
4. |
Business registration certificate. |
5. |
Address proof, e.g. utilities bills, bank statements. |
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Thank you for using CMB Wing Lung NET Banking Securities Account Opening Application Service. |