Account opening of investment fund account
You may find the general enquiries related to account opening of investment fund account.
Yes, provided that you have already signed up for Internet investment fund trading services with DBS. Please note that you will be subject to the laws and regulations of that jurisdiction and are solely responsible for ensuring that all transactions you perform are in compliance with those laws and regulations.
You can open an investment fund account through DBS iBanking or by visiting one of our branches.
You will need to provide the following supporting documents:
A copy of an identifying document from Hong Kong (e.g. ID card, passport, etc.)
Proof of your home address (e.g. utility bills, Tax Assessment Note, Government Rates Demand Note)
Written consent from your employer if your employer is a registered person with the Securities and Futures Commission of Hong Kong (HKSFC).
Before applying for an investment fund account, you are required to complete a Financial Needs Analysis (please see Section 8 - Financial Needs Analysis). After doing so, follow these steps:
Accept the Investment Products Consolidated Terms and Conditions
Accept the Risk Disclosure Statements
Make the Customer Declarations and Undertakings
Fill in your details as applicant
Submit the application
The account will be activated four working days after your application has been successfully submitted.
This service is only available to holders of a Multi-Currency Account in their name only, who registered for DBS iBanking (and had a valid HKID or passport).
We also do not currently accept online applications for investment fund accounts from the following:
Employees or directors of a Licensed Corporation or Registered Institution under the Securities and Futures Ordinance
Residents or citizens of the United States of America
No. An initial deposit is not required.
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