Mobile Banking Instruction Manual on Securities Margin Services Application

Follow these steps to complete your application easily

Step 1
Access the Application Page

Login your Personal Mobile Banking, click “Wealth”. Select “Account Opening” → “Securities Margin Services”.

Step 1
Step 2
View Product Description

Enter the Product Description page to understand Securities Margin Services details, then click “Apply Now” to start application process.

Step 2
Step 3
Investment Risk Profile Confirmation

Confirm your investment risk profile. Tick the box to agree to activate the service.

Step 3
Step 4
Verify Account Information

The system will display your account information. Ensure all information is correct before proceeding.

Step 4
Step 5
Declaration of Credit Facilities

Carefully read and complete the “Declaration of Credit Facilities”. Select your desired “Loan limit for this application” based on your needs. Note: If requested margin limit exceeds the estimated credit limit, our staff will contact you for asset proof.

Step 5
Step 6
Declaration of Relationship

Complete Self-Declaration for listed companies and state your investment objectives.

Step 6
Step 7
Risk Disclosure Statement

Thoroughly review and acknowledge all Securities Margin Services risk disclosures and relevant agreements.

Step 7
Step 8
Confirm Application Details

Review all content under “Apply Securities Margin Services”. If correct, click “Submit”.

Step 8
Step 9
Complete Application

A “Successful Application” page confirms your Securities Margin Services application has been submitted. We will notify you of the result promptly. (Note: Account must have no outstanding settlement transactions to successfully activate Securities Margin Services.)

Step 9