securities trading services fees & charges
| items | charges (%) | minimum |
|---|---|---|
| commission for internet trade* | 0.1 % | no minimum commission, commission rate is charged for every partial or fully executed trade individually |
| commission for phone trade* | 0.125 % | hk$68 / rmb¥68 |
| commission for monthly investment plan |
free** brokerage fee waiver for the first hk$10,000 of each stock monthly contribution, followed by 0.0675% (no minimum charges) |
|
| * | other services will be charged according to the hk stocks charges and fees. |
| ** | for online application only, promotion period until 31 december,2025. |
account application
| existing clients | new clients | ||
|---|---|---|---|
| documents needed for opening account | |||
| 1. personal id card | ✓ | ✓ | |
| 2. the proof of address dated within the latest 3 months | not necessary (unless change of address) | ✓ | |
| 3. copy of certificate of registration of birth | ✓ | ✓ | |
| account opening form | |||
| 1. individual / joint account opening form | ✓ | ✓ | |
| 2. individual / joint account specimen signature | ✓ | ||
| 3. w-8 ben form | ✓ | ✓ | |
| 4. self-certification form - individual | ✓ | ✓ | |
| 5. "happy kid" securities sub-account form | ✓ | ✓ |
