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    機構戶如何修改開戶資料

    機構賬戶如需增減賬戶服務或更改賬戶資料, 可通過出具董事決議書或填寫更改資料表格向USMART申請

    以下更改事項需通過出具董事決議書進行處理:

    1. 增減賬戶服務, e.g. 升級為保證金賑戶, 新增美股期權交易賑戶等等
    2. 增減授權人, 交易員 包含: 更改個別授權人, 交易員的聯絡電話, 電郵, 簽 字式樣等等
    3. 更改公司賬戶名字(中或英文名字), 并需提交相關證明文件, e.g. Change CI 

     

    以下更改事項需通過填寫更改資料表格進行處理:

    1. 更改公司聯絡資料 包含:地址、聯絡電話、電郵等等
    2. 增減收發結單電郵
    3. 更新公司財務資料
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    uSmart Securities Limited is a corporation licensed by the Hong Kong Securities and Futures Commission (CE No.: BJA907) and is authorised to carry on Type 1 (Dealing in Securities), Type 2 (Dealing in Futures Contracts), Type 4 (Advising on Securities), Type 5 (Advising on Futures Contracts), Type 6 (Advising on Corporate Finance) and Type 9 (Asset Management) regulated activities.