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Endowus — Corporate Account Onboarding Checklist (Hong Kong)
Corporate Account · Hong Kong
Onboarding

Your onboarding checklist

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.

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Completion
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That's everything — thank you!

Once you've shared these documents and forms with us, we'll review them and guide you through the rest.

1

Company documents

Certified copies of your core company records. The list changes slightly depending on where your company is incorporated.

Where is the company incorporated?
2

Identification

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.

3

Certify the documents (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.

Choose either one — not both
4

Forms to complete

A digital copy is acceptable for our initial review. However, the final documents must carry original wet-ink signatures.

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.