Opening an account for an Individual owner or for Joint Account Holders (Maximum 2 Joint Account Holders) is simple and straightforward.  A sample form is included in the package to guide you on how to fill up the forms properly to ensure a smooth application process.

The Application Package includes an e-Form for :

  • Account Opening
  • Market / Margin Activator
  • W8-BEN

Submit together with scans of the following:

  • Client Agreement signed by the Primary Account Holder and Secondary Account Holder (if applicable), witnessed by a duly licensed Solicitor or Notary Public
  • Acceptable Proof of Address (Utility Billing Statement, Driver's License with Home Address information, other Government issued ID (such as NBI clearance, Police clearance) -- Certified as True Copies by the Solicitor/Notary Public. The bill/document must clearly show the entity's full name and must be issued within the past three months and have an expiry date/validity period.  
  • Passport/ HKID of the Account Holder(s) -- Certified as True Copies by the Solicitor/Notary Public
  • Specimen Signature Cards for the Account Holder(s)
    IMPORTANT NOTE:  Initial funding for the account MUST come from a bank account with the same name.  For joint accounts, both names must be on the Bank account title.  An alternative to bank funding would be to fund from a licensed remittance office, kindly submit to us a scan of the receipt. To avoid the delays of  account opening, please make sure all the submitted scans are clear, particularly the letters and numbers.

 

Kindly email all the scanned completed documents to newaccounts@colsecurities.com.hk .  The e-Form can be saved and emailed as is.

The original notarized client agreement and the certified true copies of ID document and Address Proof must be submitted to:

COL Securities (HK) Ltd.
803, 8/F, Luk Yu Building,
24-26 Stanley Street, Central,
Hong Kong

or to

Caylum Trading Institute
2302-A East Tower, Philippine Stock Exchange Center
Exchange Road, Ortigas Center, Pasig City
1605 Philippines
(they will arrange for shipment to our Hong Kong office at no expense to you)

Terms and Conditions           Risk Disclosures          Client Agreement

COL Global Access is a registered trademark for the service offered by COL Securities (HK) Limited a limited liability company incorporated in Hong Kong and licensed in the regulated activity of Securities Dealing AHF149.