開設戶口

申請途徑

(A) 親身開戶

如欲開立戶口,閣下可帶備以下文件,親臨本公司作開戶申請:

開戶所需文件

  • 個人 / 聯名賬戶
    • 個人(及聯名) 賬戶持有人的身份證或護照副本
    • 列有客戶名字的最近三個月的銀行結單或水、電、煤氣費賬單
  • 公司賬戶
    • 董事及授權簽署人之身份證或護照核證副本
    • 董事會決議摘要核證副本
    • 董事名單及股東名單之核證副本
    • 公司註冊證書核證副本
    • 商業登記證核證副本
    • 組織章程大綱及細則核證副本
    • 最近一個財政年度之經審計財務報表核證副本
    • (如屬授權人)身份證或護照核證副本(如適用)
    • 如屬海外註冊有限公司,需提供公司各項證明書

(B) 郵寄開戶

i ) 下載及填寫《開戶表格》《客戶協議書》

  • 下載及填寫《開戶表格》《W-8Ben》
  • 請確保閣下已詳細閱讀、清楚及接受《客戶協議書》內的有關條款及細則,同意後填妥《開戶表格》《W-8Ben》及簽署。如作任何修改,請在修改處簽名作實,所有簽名必須一致。

ii ) 遞交文件

    遞交文件前,請確保以下資料齊全:
  • 填妥及簽署之《開戶表格》《W-8Ben》
  • 開戶之所需文件(請參閱以上『開戶所需文件』)
  • 郵寄開戶方式只適用於個人或聯名客戶
  • 最少港幣一萬元劃線支票,必須為申請人之個人支票及由香港持牌銀行發出,以郵寄方式送到本公司。支票抬頭請注明「創富證券有限公司-客戶戶口」,支票上的簽名必須與《開戶表格》的簽名一致。有關款項將存入客戶於本公司開立之證券戶口內。
  • 如內地或海外人士開戶,必須附上由當地註冊專業資格人士辦理的見證書。
  • 請將以上文件郵寄至 :
    香港中環干諾道中19-20號馮氏大廈8樓
    客戶服務部收

ii ) 核證資料

本公司收到閣下之文件後,會盡快核實及審批閣下之開戶申請。本公司的客戶服務員將與閣下聯絡並詳細解釋各事項。在開戶申請獲批核及申請人個人支票成功過戶後,客戶便能成功開戶,戶口號碼及密碼將於稍後以郵遞或電郵之方式寄出。

資金存入及開始交易

  • 客戶可透過轉賬、電匯或支票方式存款。存款後, 請於存款單據上寫上賬戶號碼、賬戶姓名及簽名,傳真至(852) 2567 0700,並致電本公司熱線(852) 2567 0100。
  • 如需指示交易下單,請致電本公司交易熱線(852) 2567 6600。

風險披露聲明及免責聲明 Risk disclosure & disclaimer

以下風險披露聲明不能披露所有涉及的風險。客戶應按本身的財政狀況及投資目標謹慎考慮是否適宜進行交易或投資。客戶不應只單獨基於本資料而作出任何投資決定,而應詳細閱讀相關服務之條款細則及風險披露聲明,如有疑問,應尋求獨立的專業意見。

 

投資涉及風險。證券價格有時可能會非常波動。證券價格可升可跌,甚至變成毫無價值。買賣證券未必一定能夠賺取利潤,反而可能會招致損失。經證券賬戶進行的交易可涉及衍生產品或高風險投資工具,任何人士於作出投資前,應審慎地考慮其本身的投資經驗、投資目標及風險承受程度再做決定。本行不設證券投資顧問服務,客戶如有需要應尋求獨立諮詢,考慮有關投資是否適合客戶。

 

本網頁的資料並不構成對任何人作出買賣、認購或交易在此所載的任何投資產品或服務之要約、招攬、建議、意見或任何保證。

 

本網頁內容並未經香港證券及期貨事務監察委員會審閱。


Investment involves risks. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down and may become valueless. It is likely that losses will be incurred rather than profits made as a result of buying and selling securities. Transactions through securities accounts may involve derivatives or high risk investment vehicles. Before making any investment decisions, customer should carefully consider whether the investment is suitable in light of his/her investment experience, investment objectives, and risk tolerance level. Our company does not provide securities advisory service. Customer considering an investment should seek independent advice on the investment suitability when considered necessary.

The information shown in our webpage does not constitute any offer, solicitation, advice or promise to any person to buy/sell, subscribe or enter into any transaction for any investment products or services contain in this webpage.

The contents of webpage have not been reviewed by the Securities and Futures Commission in Hong Kong.

Notes for Online Security 網上保安提示

9 October 2017

Dear Client

Notes for Online Security

In view of the recent cases reported by certain financial institutions involving online security issues, Opus Financial Group wishes to alert our clients about online security and to recommend clients to take the following precautionary measures:

Major Safety Tips on Using Internet Trading Services

(a)Login passwords
Set a password that is difficult to guess and different from the ones for other services. The login password should be changed regularly and should never be stored on computers, mobile phones or placed in plain sight. Do not disclose your passwords to anyone or allow anyone (including our staff or Account Executive) to use your password.
 
(b)Computers and mobile phones
Protect your computer and mobile phone for logging into your internet trading. Avoid using public computers or public Wi-Fi to access internet trading services.
 
(c)Opus websites and Apps
Internet trading services should be accessed by entering Opus’s website address directly, or using a bookmark or an internet trading mobile application (App). Never access your Opus’s website or provide your personal information (including your password) through any hyperlinks or attachments embedded in emails or from websites.
 
(d)Login process
Beware of any unusual login screen or process (e.g. a suspicious pop-up window or request for providing additional personal information) and whether anyone is trying to peek at your password. Log out immediately after use.
 
(e)Review account transactions
Check your account balance, transaction records and statement(s) of account regularly. Notify your designated Account Executive or our Investment & Customer Services Department at telephone (852) 2567 0100 immediately if you discover any errors or unauthorized transactions.
 

Major Tips On Protection Of Your Computers And Mobile Phones

(a)Passwords
Set difficult-to-guess passwords for your computer and mobile phone and activate the auto-lock function, and change password regularly.
 
(b)Secure systems and software
Use the latest versions of operating system, internet trading App and browser. Do not jailbreak or root your mobile phone or tablet.
 
(c)Beware of computer viruses
Install and update promptly your security software. Do not download or open doubtful files, browse suspicious websites, or click on the hyperlinks and attachments in questionable sources (e.g. emails, instant messaging, SMS messages, QR codes). Download and upgrade your Apps from official App Stores or reliable sources only.
 
(d)Network functions
Disable any wireless network functions (e.g. Wi-Fi, Bluetooth, NFC) not in use. Choose encrypted networks when using Wi-Fi and remove any unnecessary Wi-Fi connection settings.
 

For and on behalf of
Opus Financial Group
Opus Securities Limited


貴客戶:

網上保安提示

有鑒於近期香港某些金融機構發生網絡安全事故,本集團希望提醒客戶注意網絡安全,並建議客戶採取以下的預防措施: 

使用網上交易服務的主要保安提示

(a)登入密碼
設定難以猜破及與其他服務不同的密碼,並定期更新登入密碼及切勿記錄密碼在電腦、手機或當眼位置。切勿向任何人士披露或容許任何人使用 閣下的密碼(包括本集團的員工或客戶主任)。
 
(b)電腦及手機
保護用以登入的電腦及手機。避免透過公用電腦或公共無線網絡登入。
 
(c)創富網址及App
應透過輸入創富網址、書籤或網上交易流動應用程式(App)登入。切勿透過電郵、網上的超連結或附件登入或提供個人資料(包括密碼)。
 
(d)登入過程
檢查登入網頁及過程有否異樣(如出現可疑的彈出視窗、被要求提供額外的個人資料)及是否有人窺看密碼,並在使用後馬上登出。
 
(e)查閱帳戶交易記錄
定期查閱戶口結餘、交易記錄及戶口結單,如發現任何問題或未經授權之交易應立即通知 閣下之客戶主任或本公司之投資及客戶服務部查詢(電話:(852) 2567 0100)。
 

保護電腦及手機的要點

(a)密碼
設定難以猜破的電腦及手機密碼和自動上鎖功能,並定期更新密碼。
 
(b)安全系統及程式
使用最新版本的操作系統、網上交易App及瀏覽器。切勿用Jailbreak (越獄)或Root機等手法改裝手機及平板電腦。
 
(c)提防電腦病毒
安裝和及時更新保安軟件,切勿下載或開啟可疑的檔案、瀏覽可疑網站,或開啟來歷不明(如電郵、即時通訊、短訊、二維碼)的超連結及附件。只從官方應用程式商店或可信的來源下載及升級應用程式。
 
(d)網絡功能
關閉無需使用的無線網絡功能(如Wi-Fi、藍芽、NFC)。如需使用Wi-Fi,應選用加密的網絡,並移除不必要的Wi-Fi連線設定。
 

創富金融集團
創富證券有限公司

2017年10月9日