Guideline to Apply for Electronic Trading Services
Clients who have not activated the Electronic Trading services can fill in the item 7 "Application for Electronic Trading services " of "Change of Account Details (Individual Account)/Application for Electronic Trading Service and Self Certification Form" so that they can still enjoy CPY’s trading and deposit/withdrawal services in severe weather conditions.

  1. Download " Change of Account Details (Individual Account)/Application for Electronic Trading Service and Self Certification Form ".

  2. Fill in the first part：
      → Account number
      → Account name
      → Daytime contact number
      → Effective date
  3. Select "7. Application for Electronic Trading Service".
  4. Check the box to confirm and agree to the terms and conditions of adding electronic trading service.
  5. Clients please check whether they have registered a valid email address and mobile phone number. Clients must have a valid email address and mobile phone number to use electronic trading services. To register/update, please complete Parts 3 and/or 4 above.
  6. If client has never submitted the " Self-Certification for Common Reporting Standard (“CRS”) ", please fill in item 8.
  7. Customer signature.
  8. Please email the completed form to info@cpy.com.hk, return it to Room 1101, 11th Floor, China Resources Building, 26 Harbor Road, Wan Chai, Hong Kong or fax it to (852) 2918-0409, attention to Account Opening Team of CPY.
  9. After receiving the customer's application, CPY will review and approve it as soon as possible.
  10. After the approval is completed, client will receive an email notification of the login password for the online trading service.
  11. Clients can log in to the relevant electronic platform with their account number and password to trade and manage orders：

    Securities：


    Futures and Options：


  12. For the initial two-factor authentication setting when logging into the stock trading platform for the first time, please refer to the 2FA setting process：
    2FA Setup Process (IOS)
    PDF 2.15MB         		2FA Setup Process (Andriod)
    PDF 2.02MB
  13. For frequent asked questions about e-withdrawal instruction, please click here > Link.
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