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    • Home
    • Online Application
      • Online Account Opening
      • Deposit Notice
      • Withdrawal Notice
      • Individual RPQ
      • Derivative Pdt Assessment
      • PI Recognization
      • More Online Forms
    • Login
      • Login in HK (HK Stocks)
      • Login in PRC (HK Stocks)
      • All Trading Platforms
    • Download
      • Trading Platform
      • Form-Docs.
      • Fees-Charges
    • 繁體
    • 简体
  • Home
  • Online Application
    • Online Account Opening
    • Deposit Notice
    • Withdrawal Notice
    • Individual RPQ
    • Derivative Pdt Assessment
    • PI Recognization
    • More Online Forms
  • Login
    • Login in HK (HK Stocks)
    • Login in PRC (HK Stocks)
    • All Trading Platforms
  • Download
    • Trading Platform
    • Form-Docs.
    • Fees-Charges
  • 繁體
  • 简体

Account Opening Process

Open Now!

Online Account Opening - Individual Client

Procedure:

  

1. Click the “Open Online Account” from the “Open A/C” button at the top navigation bar of this website. 

2. Fill in your personal email address to receive one-time passwords (OTP) and the latest notification.  

3. Fill in personal information and read the risk disclosure carefully. 

4. Upload your a) Identity Card and b) address proof. 

5. Receive the Online Account Opening acknowledgement email from CIS 

6. Submit W8-BEN form and other forms (if any)

7. After receiving the W8-BEN form, a phone confirmation will be arranged by the customer services department of CIS. 

8. Transfer HKD$10,000 to CIS through the  designated client bank account and upload the bank receipt through   “Deposit Notice”   . 

9. Account Opening completed 


* if you would like to open non-individual account, please contact us. 

Note

 i. Form of Account Opening (e-version)- fill-in all required information and upload all signed documents 

ii. Address Proof- Provide a valid/ acceptable proof of address issued within the last three month


iii. Designated Email Address- To receive the account details (login name & Password) and login to trading platform 


iv. Proof of Transfer- Must show customers’ name, deposit details and bank account number clearly (customer can provide bank statement under your name issued within last 3 months; screen captures of your online bank account details or soft copy of credit card for verifying your bank account.).  


  

For Deposit details, please click below button, 

Deposit Notice

v. Online Account Opening- CIS’s customer service department will make a phone confirmation with applicant (customer) once FORM W8Ben is received. New account can be successfully opened and start trading online on the following business day at the soonest.



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