Account Maintenance
No minimum deposit or balance requirement.
| Handling Fees | Remarks |
Account Opening Fee | Individual/Joint Account: HKD 200
Corporate Account: HKD 3,800 | Open an individual or joint account before 31 December 2025 can enjoy:
|
Initial Deposit | NIL | No minimum requirement on initial stock or fund deposit. |
Minimum Balance | NIL | No minimum requirement on stock holding or cash balance. |
Minimum Activity | NIL | No minimum requirement on number of trades or commission generated. |
Annual Administration Fee* | Individual/Joint Account: HKD 200
Corporate Account: HKD 1,000 | Only apply to Individual or Joint Account, if in the past 12 months,
|
Custody Service | FREE (except for Taiwan, Malaysia and SH-HK Connect stock holdings) (details) | - |
* If applicable, the Annual Administration Fee will be charged on the account anniversary date.
Remittance Services
No handling fees on funds transfer.
| Handling Fees | Pass-On Charges |
Funds Deposit | FREE | All bank charges will be borne by client. |
Funds Withdrawal | FREE | All bank charges will be borne by client. |
Statement Services
| Handling Fees | Remarks |
Execution Confirmations^ | FREE | Instant execution confirmation will be sent by email. |
Daily Activity Statement^ | FREE (by email or post) | e-Statements within 36 months can be downloaded online. |
Monthly Activity Statement | FREE (by email)
HKD 10 per statement (by post) | e-Statements within 36 months can be downloaded online. |
Statement** re-issuance | HKD 10 per statement (within 36 months)
HKD 100 per statement (before 36 months) | - |
Duplicate Statements** to Employer | FREE (by email)
HKD 30 per statement (by post) | - |
Stock Balance or Account Confirmation | HKD 200 per request | - |
^ In addition to sending instant execution confirmation by email, all the contracts for the day will be grouped in a Daily Activity Statement, which also serves as the execution confirmations and contract notes for all activities on that day.
** Apply to sending each of the Daily or Monthly Activity Statements.
IPO Services
| Handling Fees | Remarks |
HK IPO Subscription Fee | HKD 100 (for HKD IPO) RMB 100 (for RMB IPO) | Will be refunded if no share is allotted. |
HK IPO Cancellation or Amendment | FREE | IPO subscription can be cancelled or amended online before the online application deadline. |
Financing Services
| Handling Fees | Remarks |
HK IPO Financing Charge | At quote | - |
Margin Financing Charge (i.e. Margin Interest Rate) | Annual rate at HSBC Prime Rate + 3.00% | Apply to margin loan. (i.e. any outstanding amount on or after trade settlement day) of Margin Accounts. |
Cash Account Overdue Interest | Annual rate at HSBC Prime Rate + 8.00% | Apply to overdue amount of Cash Accounts. |
Information Services
| Handling Fees | Remarks |
Real-time Price (Snap / Per Click) | HKD 10 up | Fee varies among packages. (details) |
Real-time Price (Streaming Quotes) | HKD 328 up | Fee varies among packages. (details) |
Other Services
| Handling Fees | Remarks |
Claiming Unclaimed Benefit Entitlements | HKD 500 per stock per claim | At quote |
Last Update: January 2020.
All charges are subject to change without prior notice.