Self Service Options
Online Investing

Hong Kong Exchanges and Clearing Limited introduced an Online Trading Service allowing investors to buy and sell Exchange Fund Notes via the Internet.

The Online Trading Service provides a secure, reliable, and direct online access by using digital certificates. This allows investors full control when placing orders to brokers over the Internet, offering real-time order placement, modification, cancellation, and inquiry. The service also provides an automatic e-mail alert service updating investors on the status of their orders.

Click here for HKEx’s Online Trading Service.

Bond Calculator

Basic bond calculators illustrate the various relationships between price, yield, coupon rates, and maturity dates, utilizing the mathematical pricing conventions common in the market.

Users can input the details of a security, such as yield, coupon and maturity to derive market price; or they can input market price, coupon, and maturity date to derive yields.

Calculator results are purely indicative and should never be used as a replacement for the actual prices of securities obtained from the marketplace, as specific security conventions may vary from market conventions.

To access the Exchange Fund Notes bond calculator, click here.

Brochures & Forms

Forms & Pamphlets for Opening An Investor Account

INDIVIDUAL INVESTOR ACCOUNT OPENING FORM
For Individual Investors Opening a CCASS account

JOINT INDIVIDUAL INVESTOR ACCOUNT OPENING FORM AND MANDATE
For opening a Joint Individual Account with CCASS. Up to 4 individuals are allowed to hold a Joint Individual Account.

CORPORATE INVESTOR ACCOUNT FORM
For opening a CCASS Corporate Account.

DEBIT AUTHORIZATION FORM
Submitted together with an Individual, Joint, or Corporate Investor Account form when opening an Individual Account with CCASS

USER PROFILE LIST

INVESTOR ACCOUNT OPENING FORM MAILING REQUEST
Submitted to request an account opening form.


GENERAL INFORMATION

CCASS OPERATING GUIDE FOR INVESTOR PARTICIPATION

INFORMATION PAMPHLET FOR EXCHANGE FUND NOTES

INFORMATION MEMORANDUM FOR EXCHANGE FUND NOTES (updated version)

LIST OF MARKET MAKERS & RECOGNIZED DEALERS (updated version)

REFERENCE MANUAL FOR EXCHANGE FUND BILLS & NOTES FIXINGS

GETTING INTO BONDS

Investor Contact Centers

Hong Kong Information Center

Registered Office: 55th Floor Two International Finance Centre
8 Finance Street Central
Hong Kong
General Line: (852) 2878 8196; (852) 2878 8203
Fax: (852) 2878 8197
Telex: 74776 XFUND HX
E-mail: hkma@hkma.gov.hk


Hong Kong Stock Exchanges and Clearing Corp.

HKEx

Registered Office: 12/F One International Finance Centre
1 Harbour View Street, Central
Hong Kong
Tel: (852) 2522 1122
Fax: (852) 2295 3106
Email: info@hkex.com.hk

HKEx Representative Office in Beijing

Registered Office: Suite 1002, W2, Oriental Plaza
Beijing
Post Code: 100738
Tel: (8610) 8518 3088
Fax: (8610) 8518 3288
Email: bjo@hkex.com.hk

Contact details for HKEx broker participants and clearing house participants:

Participant Services Section (Securities Market) 2840 3626
HKATS Hotline 2211 6360 / 2840 3580
CCASS 2979 7111
CCASS Technical Hotline 2211 6606