Your onboarding checklist您的開戶清單
A simple, step-by-step list of everything we'll need to open your company's account. Tick each item as you go — your progress is saved automatically on this page.簡單易用的逐步清單,列明開立貴公司賬戶所需的一切文件。您可逐項剔選,系統會自動為您儲存進度。
That's everything — thank you!感謝您完成所有項目!
Once you've shared these documents and forms with us, we'll review them and guide you through the rest.您向我們提交以上文件及表格後,我們的團隊將盡快審核,並指引您完成餘下步驟。
Company documents公司文件
Certified copies of your core company records. The list changes slightly depending on where your company is incorporated.貴公司核心資料文件的核證副本。文件要求會因公司註冊地點而略有不同。
Identification身份證明文件
For every Director, Beneficial Owner, and Authorised Signatory: HKID for those of Hong Kong nationality, or a passport for all other nationalities. Address proof must show the individual’s name and residential address and be dated within the last 3 months.每位董事、實益擁有人及授權簽署人均須提供:香港居民提供香港身份證,其他國籍人士則提供護照。地址證明文件須顯示有關人士的姓名及住址,並須為過去3個月內簽發。
Certify the documents (CTC)文件核證(CTC)
A Certified True Copy is a copy an official party signs to confirm it's a genuine, unaltered original. Certify each document within the last 3 months using either option below.核證副本是由合資格人士簽署,確認副本與正本相符且未經改動的文件。請於過去3個月內,以下列其中一種方式核證每份文件。
Choose either one — not both二選一,毋須兩者皆選Forms to complete須填妥的表格
A digital copy is acceptable for our initial review. However, the final documents must carry original wet-ink signatures.電子版本可用於我們的初步審核,惟最終文件必須為親筆簽署的正本。
If you have any questions or require further clarifications, feel free to contact your Client Advisor or directly at institutional.hk@endowus.com. Once you have completed the onboarding checklist and account opening forms, please email us scanned copies for review. Our team will review the documents and follow up with you on the next steps for your corporate account opening.如有任何疑問或需要進一步澄清,歡迎聯絡您的財富顧問,或直接電郵至 institutional.hk@endowus.com。完成開戶清單及開戶表格後,請將掃描副本電郵給我們作審核之用。我們的團隊將審閱文件,並跟進企業開戶的後續步驟。
For Endowus Hong Kong corporate account onboarding. Please confirm current requirements with your Endowus client advisor before submitting.適用於Endowus香港企業賬戶開戶。提交文件前,請向您的Endowus財富顧問確認最新要求。











