Account opening of investment fund account

You may find the general enquiries related to account opening of investment fund account.

Can I operate my investment fund account for trade via the Internet when I am not in Hong Kong?

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.

How do I open an investment fund account with DBS?

You can open an investment fund account through DBS iBanking or by visiting one of our branches.

What are the required supporting documents to open an investment fund account?

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).

What steps are involved in opening an investment fund account online?

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:

  1. Accept the Investment Products Consolidated Terms and Conditions

  2. Accept the Risk Disclosure Statements

  3. Make the Customer Declarations and Undertakings

  4. Fill in your details as applicant

  5. Submit the application

The account will be activated four working days after your application has been successfully submitted.

Why was I not able to submit an application to open an investment fund account through DBS iBanking?

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

Do I need to make any initial deposit to open an investment fund account?

No. An initial deposit is not required.

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