Account Opening
Customer Service

Account Opening

A user-friendly guide and reminders for the steps incurred in the account opening process with Bluemount.

Apply in person – Call us at +852 2137 2688

Office hours :

9am – 6pm (Every Monday to Friday) Closed on Saturdays, Sundays and Public Holidays

Hong Kong Office Address :

Rooms 2403-05, 24/F, Jubilee Centre, 18 Fenwick Street, Wan Chai, Hong Kong

To open an individual/ joint account, please visit our office with the following documents:

Proof of Identity
e.g. HKID card(s) or passport(s)

Proof of residential address issued within the past three monthse.g. Public utilities bill or bank account information

To open a corporate account, please see the following list of documents: 

List of documents for corporate account (hyperlink)

1. Individual Or Joint Account Opening Form Download
2. Corporate Account Opening Form Download
3. Professional Investor Status Declaration Download
4. Risk Disclosure Statement(GEM) Download
5. W-8BEN(Individuals) Download
6. W-8BEN(Entities) Download
7. Third Party Authorization Letter Download
8. Hong Kong Securities Settlement Instruction Form (SI or ISI) Download
9. Fund Withdrawal Form Download
10. 更改帳戶資料及帳戶服務通知 Download
11. Client Agreement.pdf Download