Account Opening - Individual Account
In Person
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Bring all supporting documents
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Visit our branch and our specialists will arrange the account opening
Submit application by post
Print our and sign the related documents
Sign and attach relevant documents and mail to our company
Supporting documents
- A copy of Personal Identification Document (e.g a valid HK Identity Card or passport)
- A copy of Personal Address Proof from the recent 3 months* (e.g. utilities bill, bank statement or income tax statement)
- A copy of Bank Account Proof (e.g. Bank Card, Bank Book, Bank Monthly Statement or Confirmation letter issued from bank (must contain Account Name and Account Number))
- Completed and signedAccount Opening Form
- Completed and signedCRS Tax Residency Self-Certification Form – Individual /Joint Account
- Completed and signedUpdated Personal Information Collection Statement in relation to the Hong Kong Investor Identification Regime (HKIDR) and the Over-The-Counter Securities Transactions Reporting Regime (OTCR)
*Property management statement is not applicable
By Post
According to the guidelines of the SFC, if the customer chooses to return the account opening form by post, in order to verify the customer's identity, please arrange one of the following methods:
1. Arrange verifier/witness
*Sign on the account opening form and copy of the customer's ID card/passport, and provide their name, title and company name.
*The certifier/witness must be the registrant, a justice of the peace or a professional, such as a bank branch manager, certified public accountant, lawyer or notary.
or
2. Send the completed and signed account opening form and other required documents back to our company together with a signed cheque with the customer’s bank account name printed on it. The details of the check are as follows:
- be drawn on your Hong Kong dollar bank account with a licensed bank in HK
- show your account name which must be pre-printed on the cheque. This account name must be the same as your name on the Account Opening Forms, your identity document/passport
- be made payable to "Luk Fook Securities (HK) Limited" / "Luk Fook Futures (HK) Limited " with an amount not less than HK$10,000
- bear the same signature with the Account Opening Forms and
- be encashed and cleared
*Online account opening does not support joint account opening, please click here to download forms. to download form.
*The company reserves the right to refuse account application and require customers to provide additional documents for approval of account opening.
In Person
Our Address:
Units 2201-2205, 22/F, Cosco Tower,183 Queen’s Road Central, Hong Kong
After submitting the account opening form, we will process the account opening as soon as possible.