Personal Internet Banking Instruction Manual on Securities Margin Services Application

Step 1

Access the Application Page

Login Personal Internet Banking, click the “Application Center” under “Account Service”, choose “Apply for Account Opening” → “Apply for Margin Services” and click the “Apply Now” to start the application.

Step 2

Investment Risk Profile Confirmation

Confirm your investment orientation rating. Tick the box to agree to activate the service.

Step 3

Verify Account Information and Declaration of Relationship

The system will display your account information. Please ensure the information is accurate and complete the Self-Declaration for listed companies.

Step 4

Declaration of Credit Facilities

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

Step 5

Confirm Application Details

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

Step 6

Risk Disclosure Statement

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

Step 7

Complete Application

A “Registration Completed” 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.)