Yuanta Account Type

　　Yuanta Securities (Hong Kong) Co., Ltd. offers two main types of accounts for clients: Retail Accounts and Institutional Accounts.

• Retail Accounts:
• Designed for individual investors.
• Required documents include:
• Certified true copy of HKID card for Hong Kong permanent residents.
• Certified true copy of valid ID card or passport for non-permanent residents or non-residents.
• Proof of residential address issued within the last 3 months.
• Institutional Accounts:
• Tailored for corporations and institutional investors.
• Required documents include:
• Certified true copy of the certificate of incorporation.
• Business registration certificate.
• Memorandum & Articles of Association.
• Latest audited accounts or financial statements.
• Latest register of directors and shareholders.
• Proof of identity and residential address for all substantial shareholders and authorized individuals.

　　

Yuanta Broker Account Opening Process

　　To open an account with Yuanta Securities (Hong Kong) Co., Ltd., follow these steps:

• 　　Prepare Required Documents: Gather all necessary documents based on the type of account you wish to open (Retail or Institutional).

• 　　Submit Application:

• For individual accounts, submit the required documents to Yuanta's customer service.
• For corporate accounts, submit the corporate documents along with the identification proof of substantial shareholders.
• Verification Process:
• Yuanta will review the submitted documents.
• Ensure all documents are certified and up-to-date to avoid delays.
• Account Approval:
• Once approved, you will receive your account details and can begin trading.
• Fund Your Account:
• Deposit funds through local banks, checks, or overseas transfers to start trading.

　　This streamlined process ensures that both retail and institutional clients can efficiently set up their trading accounts with Yuanta.