Two account types
You'll choose between Individual or Corporate when you create your account. The choice changes the documents you'll need to provide and the steps in your onboarding.
Individual Investor
A single natural person investing in their own name. Requires personal identity verification (KYC) plus evidence of Professional Investor status (HKD 8M+ portfolio).
Corporate Investor
A legal entity such as a company, fund, or trust. Requires an Authorized Representative (AR) to act on the company's behalf. The AR completes their own personal verification first, then the organisation goes through Know Your Business (KYB) verification.
Corporates can qualify under one of two paths: as an Institutional Professional Investor (regulated entity or Collective Investment Scheme) or as a Corporate Professional Investor (US$1.1M+ portfolio).
