Guidelines of Account Opening
Account Management
Frequently Asked Questions
What to know about universal account upgrades
About address proof
FAQ about online account opening
About consent letter
How do clients open accounts in immigration
Introduction to client standing authorization
Introduction to third-party authorization
Description of risk tolerance assessment
Introduction to FATCA (Foreign Account Tax Compliance Act)
How to know if my account is opened
Common Reporting Standard (CRS)
Introduction of the Hong Kong Investor Identification Regime (HKIDR) and Over-the-counter Securities Transactions Reporting Regime (OTCR)
If the address on the ID card is inconsistent with the current residential address, clients need to provide Address Proof.
Address proof is a document certifying your residential address, such as a utility bill, a telecommunications statement, a credit card statement, etc. It should contain the issuing agency, your name, address, the issue date within the last three months.
P.S. Please provide the original address proof.
For the broker's letter or daily or monthly statement with the address issued within three months. If the address is the company's address, make sure it is the current company's address, and it needs to be detailed to a building or even a room.