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申請需時約 15 分鐘，可隨時暫停，稍後繼續。
2) 身份證 / 護照
3) 住址證明 (必須3個月內有效)
5) 稅務編號 (如您是香港永久居民，只需提供香港身份證號碼)
All combined contract note and daily statement, monthly statement and further correspondence will be sent to the e-mail address as stated.日後所有綜合成交單據、月結單及所有信函將寄往登記電郵地址。
For clients who do not have any of the above-mentioned derivative products knowledge and experience, such clients will be considered as without knowledge of structured and / or derivatives product(s). Before trading in structured and/ or derivative product(s), the Client has read and understood the risks disclosure statements of Derivatives traded on Exchange included in the Client Agreement and agree to bear the risks involved. 如客戶沒有以上任何一項結構性及/或衍生工具產品的經驗及認識，客戶將被視作沒有結構性及/或衍生工具產品認識。在客戶買賣結構性及/或衍生工具產品之前，客戶就此確認已閱讀及理解包括於客戶協議中有關在交易所買賣的衍生產品的風險披露聲明，並同意承擔有關風險。
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Application of Account Opening and Information Provided 帳戶開立申請及資料提供I / We represent that the information on this Account Opening Form and relevant Forms is true, complete and correct and that I / We have not willfully withheld any material fact(s). I / We request you to open a Cash Securities / Margin Securities / Stock Options / Futures Account (“the Account”) and agree to all the terms of the Client Agreement and to abide by the Client Agreement (including the General Terms and Conditions and the applicable Additional Terms and Conditions of the Client Agreement), the rules and regulations of Securities and Futures Ordinance, Hong Kong Exchange and Clearing Limited or any other regulatory body(ies) as amended from time to time governing the transactions in the Account. Excalibur Global Financial Group Limited (“EGFGL”) is entitled to rely fully on such information and representations for all purposes, unless it receives notice in writing of any change. EGFGL is authorized at any time to contact anyone, including my / our banks, brokers or any credit agency for the purpose of verifying the information provided on this Account Opening Form. I / We also understand that EGFGL will rely on the above information of Investment Experience and Product Knowledge provided to assess whether I / we have acquired knowledge of derivative products, in order to comply with relevant requirements of the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission.本人／吾等茲聲明在開戶申請書及相關表格所提供之資料全部為真實、完整及正確，本人／吾等並未刻意隱瞞任何重要事實。 本人／吾等向貴公司申請開立現金證券帳戶／保證金證券帳戶／股票期權／期貨帳戶（“該帳戶”）和同意遵守客戶協議的所有條款，並同意遵守證券及期貨條例、香港交易所有限公司及其他監管機構不時修定以規管於該帳戶進行的交易之條例及規則。 除非駿溢環球金融集團有限公司(「駿溢環球」) 接到更改有關本開戶申 請書內容的書面通知，否則上述公司有權完全依賴此等資料及聲明作一切用途。上述公司獲授權可隨時就核對本資料事宜，與 任何人包括本人／吾等之銀行、經紀或任何信用機構進行諮詢。本人／吾等亦明白駿溢環球根據上述投資經驗及對 產品認識內的資料介定本人／吾等是否擁有對衍生產品之認識，以符合證券及期貨事務監察委員會持牌人或註冊人操守準則之 有關要求。
Clients Agreement is available to download in Company’s Website客戶協議可於公司網頁下載
Foreign Account Tax Compliance Act (FATCA) 海外帳戶稅收合規法案I / We hereby declare that I / we am/are not a United States resident for Foreign Account Tax Compliance Act (FATCA) purposes, and the income to which the said Account(s) related is not subjected to tax under FATCA. I / We undertake to notify EGFGL within 30 days for any change of circumstances stated in the SELF-CERTIFICATION OF U.S. RESIDENT / CITIZEN. I / We shall fully indemnify and hold harmless EGFGL from and against all claims, damages, losses, costs and expenses whatsoever incurred as a result of such non-compliance or omission. 本人／吾等謹此聲明本人／吾等並非《海外帳戶稅收合規法案》下所定義的美國人士，而且此帳戶下之相關的收入依《海外帳 戶稅收合規法案》毋須扣繳稅款。本人／吾等的美國居民/公民自我證明的狀況資料如有變更，本人／吾等須於三十日內主動通 知駿溢環球。本人／吾等亦同意悉數對駿溢環球因本人／吾等違規或遺漏而蒙受的任何索償、 損害、損失、費用及開支作出彌償並保證其利益不受損害。
Common Reporting Standard 共同匯報標準I / We agree to inform EGFGL within 30 days upon any changes in the information of the Self-Certification of Common Reporting Standard status supplied to EGFGL. I / We shall fully indemnify and hold harmless EGFGL from and against all claims, damages, losses, costs and expenses whatsoever incurred as a result of such non-compliance or omission; 本人／吾等承諾若本人／吾等的共同匯報標準自我證明的狀況資料如有變更，會於三十日內主動通知駿溢環球。本人／吾等亦同意悉數對駿溢環球因本人／吾等違規或遺漏而蒙受的任何索償、損害、損失、費用及開支作出彌償並保證其利益不受損害；EGFGL will request a self-certification and/or other relevant documentation in order to establish our tax residence for automatic exchange of financial account information purposes. If there is any change in circumstances that would affect my / our tax residence or there is reason for EGFGL to know that the self-certification is incorrect or unreliable EGFGL reserves the right to request and I / we have the obligation to provide a new self-certification and/or additional documentation. As account holder(s) of EGFGL, I / we shall be deemed to acknowledge that further information may need to be provided to EGFGL. EGFGL’s compliance with the legal provisions for exchange of financial account information provided under the Inland Revenue Ordinance (Cap.112) and/or guidance may result in gathering, storing, using, and processing my / our information. My / Our information may also be disclosed to the Inland Revenue Department of the Government of the Hong Kong Special Administrative Region, which is further exchanged with tax authorities of another jurisdiction or jurisdictions in which I / we may be resident for tax purposes. Where I / we fail to provide any requested information (regardless of the consequences), EGFGL reserves the right to take any action and/or pursue all remedies at its disposal including, without limitation to restrict or terminate the operation of the account; 駿溢環球須本人／吾等提供自我證明或其他文件以揭示本人／吾等納稅所在地，以作自動交換財務帳戶資料用 途。如本人／吾等因任何情況而影響本人／吾等的納稅所在地，或令駿溢環球有理由相信本人／吾等之自我證 明有不正確或不可靠時，駿溢環球保留權利可要求本人／吾等遞交新的自我證明及／或額外文件。作為駿溢環球的帳戶持有人，本人／吾等承諾及同意向駿溢環球提供進一步的資料。駿溢環球 期貨為遵守香港《稅務條例》（第 112 章）有關交換財務帳戶資料的法律條文及／或指引，可能導致收集，儲存，使用及處理本人／吾等的資料。本人／吾等的資料亦可向香港特別行政區政府稅務局披露，從而把資料轉交到本人／吾等的居留司法管轄區 的稅務當局。如果本人／吾等未能提供任何所要求的資料，駿溢環球保留採取任何補救措施的權利，包括 (但不限於)限制及終止帳戶的運作；I / We understand that it is an offence under section 80(2E) of the Inland Revenue Ordinance if any person, in making a self-certification, makes a statement that is misleading, false or incorrect in a material particular AND knows, or is reckless as to whether, the statement is misleading, false or incorrect in a material particular. A person who commits the offence is liable on conviction to a fine at level 3 (i.e. $10,000). 本人／吾等明白根據《稅務條例》第 80 (2E)條，如任何人在作出自我證明時，在明知一項陳述在要項上屬具誤導性、虛假或不正確，或罔顧一項陳述是否在要項上屬具誤導性、虛假或不正確下，作出該項陳述，即屬犯罪。一經定罪，可處第 3 級（即$10,000） 罰款。
Notice and Statement Relating to the Personal Data (Privacy) Ordinance 個人資料(私隱)條例的通知及聲明I / We have carefully read, fully understood and agreed to accept and be bound by the Notice and Statement Relating to the Personal Data (Privacy) Ordinance (Cap. 486) as set out in Part V of the Client Agreement. 本人／吾等已仔細閱讀，完全理解並同意接受並遵守載於客戶協議第五部份有關個人資料(私隱)條例 (第486章) 的通知及聲明。
Standing Authority under “Securities and Futures (Client Money) Rules” (For Securities Account and Futures Account)『證券及期貨 (客戶款項)規則』下之常設授權 (適用於證券帳戶及期貨帳戶)I / We hereby agreed, acknowledge and confirm that I / we have given the standing authority to authorize you to deal with my / our money and the contents of the Standing Authority under Securities and Futures (Client Money) Rules of Client Agreement Part III Schedule E clause 9 have been explained to me / us and I / we understand and agreed the contents of it. 本人／吾等謹此同意、承認及確定本人／吾等已授予貴公司常設授權以處置本人／吾等的款項，並且本人／吾等就該客戶協議 內的第三部份附表 E 第 9 項的證券及期貨(客戶款項)規則下之常設授權的內容已獲得解釋，及本人／吾等明白及同意其內容。
Standing Authority under “Securities and Futures (Client Securities) Rules” (For Securities Margin Account Only) 『證券及期貨 (客戶證券)規則』下之常設授權 (只適用於證券保證金帳戶)I / We hereby agreed, acknowledge and confirm that I / we have given the standing authority to authorize you to deal with my / our securities collateral and the contents of the Standing Authority under Securities and Futures (Client Securities) Rules of Client Agreement Part III Schedule A clause 5 have been explained to me / us and I / we understand and agreed the contents of it. 本人／吾等謹此同意、承認及確定本人／吾等已授予貴公司常設授權以處置本人／吾等的證券抵押品，並且本人／吾等就該客戶協議內的第三部份附表 A 第 5 項的證券及期貨(客戶證券)規則下之常設授權的內容已獲得解釋，及本人／吾等明白及同意其內容。
Additional Statement (For Futures Trading and Stock Option Trading Account) 附加聲明 (只適用於股票期權及期貨帳戶)I / We agree to read the reporting requirements and the responsibilities of reporting set out in the Securities and Futures (Contract Limits and Reportable Position) Rules and related guidance notes issued by the Securities and Futures Commission. I / We agree to make the relevant notification and fulfill the responsibilities as required by the Securities and Futures (Contract Limits and Reportable Position) Rules and SFC and HKFE. I / We understand that I / we may also directly access all relevant information at the Web-site of Securities and Futures Commission or at the Web-site of HKEx. 本人／吾等同意細閱列於證券及期貨 (合約限量及須申報的持倉量) 規則及由證監會發出的有關指引的申報規則及責任。本人 ／吾等同意依據證券及期貨(合約限量及須申報的持倉量)規則、證監會及期貨交易所之要求作出申報及完成有關責任。本人／ 吾等明白所有有關資料可以由證監會及香港交易所的網頁上獲得。
The terms in English version, as opposed to the Chinese translation, shall be deemed to be conclusive and definitive.本開戶表之英文本（相對中文譯本而言）為確實及有最終效力。
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