(A) Apply in Person

To open an account, please visit our office in person and provide relevant supporting documents (as indicated below):

Supporting documents for account opening

• Individual / Joint Account
  • Copy of Individual (and Joint) Client's Identity Card or Passport
  • Bank statement or utility bill with the name of the Client printed thereon within the last 3 months as the proof of residential address
  • (For authorized person) Certified true of copy of Identity Card or Passport (if applicable)
     
• Corporate Account
  • Certified true copy of Identity Card or Passport of Director(s) and authorized signatory(ies)
  • Certified true copy of extracts of Board Resolution
  • Certified true copy of Director List and Shareholder List
  • Certified true copy of Certificate of Incorporation
  • Certified true copy of Business Registration (applicable to company incorporated in Hong Kong only)
  • Certified true copy of Memorandum and Articles of Association
  • Audited financial statements for the latest financial year
  • (For authorized person) Certified true copy of Identity Card of Passport (if applicable)
  • Personal Guarantee / Corporate Guarantee from Ultimate Beneficiary (to be approved by PCSL)
  • For overseas companies, please also provide various certificates
      (including but not limited to Certificate of Good Standing and
      Certificate of Incumbency etc.)
  • Company Chop Signature by Director (if applicable)

(B) Apply by Mail

i ) Download and read in the "Securities Trading Agreement" and "Securities Account Opening Form"

• Download and read in the 《Securities Trading Agreement》.
• Before you sign any document, please make sure you have read, understood and agreed with the content of《Securities Trading Agreement》. Signature is needed for any amendment; please note that all signatures must be consistent.

ii ) Submit relevant supporting documents

Before submitting, please check that you have provided the following documents that we need to process your application:

• Filled and signed《Securities Account Opening Form》
• All relevant supporting documents for account opening (please refer to above "Supporting documents for account opening")
• Apply by mail only applicable to Individual / Joint Account
• Please enclose a personal cheque with minimum of HK$10,000 payable to "Partners Capital Securities Limited" and post to our Head Office, The personal cheque should be issued by licensed bank in Hong Kong. Signature on cheque and 《Securities Account Opening Form》 must be consistent. Such amount will be deposited to your securities trading account opened with our Company.
• For overseas client, the "Securities Trading Agreement" must be certified by an affiliate of a registered person or professional person.
• Please post the above relevant supporting documents to:
  

  Partners Capital Securities Limited
  Customer Services Department
  Unit 4911-4912, 49/F The Center
  99 Queen's Road Central, Central
  Hong Kong

iii ) Verify Information

Our Customer Service Officer will contact you to explain all information in detail. After the application is approved and the personal cheque cleared, your new securities account is established. Client number and password will be sent to you by post or email.