You can open Phillip Account via following ways:

(1) Come to our offices in person (Head office and branches information)
(2) On-line download Account Opening Form
(3) For the service by Japanese staff, please click here

Points to note:

A. After completing the Accout Opening Form, come to our office in person with the following documents :

1. Completed Account Opening Form
2. Copy of HKID Card / Passport
3. Proof of residential address within the past three months; e.g. Recent utilities bills, bank statements

B. For Overseas Customers

You can open an account by post. All you need to do is to mail the following documents to Phillip Securities (HK) Limited, 11-12/F United Centre, 95 Queensway, Admiralty, Hong Kong:

1. Completed Account Opening Form
2. Required documents listed under A, C or D (whichever is applicable)
3. A crossed personal cheque of Hk$10,000 drawn on a local bank and made payable to “PHILLIP SECURITIES (HK) LTD”. Deposit from item 3 can be use for trading. (Note: Name on the cheque must be the same as that on the ID card/Passport.)
   OR
   Have all document certified by the notary public or professionals (e.g. practicing solicitor or accountant).

C. Company Account (applicable for company incorporated in Hong Kong only)

The following corporate documents to be provided herewith:

1. Certificate of Incorporation
2. Memorandum and Article of Association
3. Business Registration Certificate
4. Latest Annual Return
5. ID of Directors and Authorized Signatories
6. ID of Ultimate Beneficiaries
7. Board Resolutions
8. Original Guarantee Letters
9. ID of Guarantor
10. Financial Statements
11. Address Proof (within preceding 3months)

Item 1,2,3 and 10 documents should be certified true by a practicing solicitor, a practicing accountant, a HK licensed bank manager. Item 7 and 8 can be requested from our offices.Alternatively, the same documents could be certified true by the designed staff at our Head Office upon presentation of the originals and copies.

D. Particulars relating to opening of a corporate account by an applicant incorporated in the British Virgin Islands

If an applicant wishes to open the abovementioned account, the following documents should be submitted:

1. Certificate of Incorporation
2. Memorandum and Article of Association
3. Register of Directors
4. Register of Members
5. ID of Directors and Authorized Signatories
6. ID of Ultimate Beneficiaries
7. Board Resolutions
8. Original Guarantee Letters
9. ID of Guarantor
10. Financial Statements
11. Address Proof (within preceding 3 months)
12. Certificate of Good Standing