Application (Face to Face)
< Welcome Any Time by Appointment >
|
| 1 |
Download, Print, Complete and Sign the forms
| Client Account Opening Form |
 |
| |
|
| - Client Account Opening Form (Individual/Joint Account) |
Please sign in Page 8 |
|
| - If using WeChat to contact us |
Please provide screenshot of your WeChat binding account |
|
|
| 2 |
Read the following documents carefully and download for your records
| Clients Agreement Terms and Conditions |
|
| |
|
| - Please indicate "CASH" or "MARGIN" Client Agreement (Delete as appropriate) |
In the Front Page |
|
| - Execution of Client Services Agreement |
Please sign in Page 16 |
|
| - Internet Trade & email Sevice Instruction |
Please sign in Page 18 |
|
| - Risk Disclosure Acknowledgement |
Please sign in Page 24 |
|
| - China Stock Connect Orders and Personal Information Collection Statement |
Please sign in Page 33 |
|
- Standing Authority on Margin Client Securities And Securities Collateral
For Margin Account ONLY) |
Please sign in Page 19 |
|
|
| 3 |
W-8BEN Form - Individual
| W-8BEN Form |
|
| |
|
|
| 4 |
Prepare the required documents
- Copy of personal identification document (for example, valid Hong Kong Identity Card and/or valid passport)
- Supporting documents for address proof, issued within the last three months (for example, utility bills, bank statements)
|
| 5 |
To open an Account
| Address： |
M&F Asset Management Limited
9/F, On building,162 Queen’s Road Central, Central, Hong Kong
|
|
| |
Your request will normally be processed within 3 working days.
You will receive a welcome email with login information upon successful account opening. For security reasons, the system will require you to setup a new password in the first login. Please safe keep the password and do not disclose to third party.
For any enquiry, please contact our Customer Services Hotline at (852) 3196 3399, or by email: cs@mfam.com.hk
WhatsApp / WeChat：52257942
|
