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Account Opening
Brief introduction | Steps | Download account opening book and form | Need to know

Brief introduction

Clients interested in trading Hong Kong stocks via Fulbright will need to open a securities trading account in our office. Fulbright provides two types of securities trading accounts: cash account and margin account. Clients have a choice of individual account, joint account or corporate account.

Online trading service is available to both cash account and margin account holders by submitting an Internet Trading Supplementary Agreement and Real-time Quote System Application Form during the course of account opening.


Fulbright also offers futures trading service. To know more about futures trading, please browse the Futures section.

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Steps

Customers who want to open an individual, joint account or corporate securities account in Fulbright Securities, and use our Internet securities trading service, can apply by the following methods.

Apply personally
Please prepare the related documents listed below and visit our Customer Service Department to complete registration.
Please check the office hours of our Customer Service Department in advance.

Mail application
You could download the account opening documents, fill-in, sign, and mail back to our office, with the required documents. In accordance to the guidelines from Hong Kong SFC, you are cordially invited to provide ONE of the following information for confirming your identity:

1. If the witness for opening account is registered notary, certified doctor, certified accountant or lawyer, please send us the witness's HKID copy and name card by local mail.

2. Send us your personal crossed cheque by local mail. The cheque needs to comply with the following requirements.

  • Your cheque should be issued by a Hong Kong licensed bank bearing your name same as your identity documents.
  • The sum is not less than HK$10,000.00
    Payable to: Fulbright Securities Ltd
    Your signature must be the same as the signature shown on the Forms and Signature Card.
  • The cheque must be issued by a Hong Kong licensed bank.

Your trading account will be credited and activated after the cheque has been cleared.

Note :
Customers who adopted mail application will receive telephone confirmation for the information provided within a week. A copy of the account opening documents will be mailed to customers within seven working days after the accounts are opened. Should the customers not accept the terms on the account opening documents, they may cancel the accounts by informing our Customer Service Department.

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Individual and Joint Account
Please come personally with the duplicates of the following documents:

Individual account: valid ID card or passport copies of the account holder
Address proof (For instance, the water bill, electricity bill or rate bill with your name in recent three months)
Bank account proof (For instance, the monthly bank statement)

Corporate account
Please come personally with the duplicates of the following documents:
Certified minutes of director's resolutions
Certified copies of organization outlines and constitutions of the company (Latest version)
Certified audited accounts in the latest fiscal year

Applicable on HK registered company
1. Certified corporate registry certificate
2. Certified business registration certificate
3. Certified D1, D2 or D3 forms and the recent annual returns of the company (with the ultimate shareholder's information)
4. Valid ID card or passport copies of any authorized parties and shareholders;

Applicable for overseas' company
1. Overseas corporate certificate issued by HKSAR Company Registry
2. Certificate of the overseas registry agents
3. A good record certificate issued by the officials of overseas company registry
4. Certified records for the director's appointment (extracted from statutory director's name list)


Need to know

Before signing the account opening document, please ensure that you have read, understood and accepted the terms, conditions and other details. If you have any enquiry or question, please feel free to contact us.

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