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Account Opening Process with King Wai Asset Management (Asia)

  • Step 1 Prepare your personal documents
    • Identification card or
    • passport (foreigner only)
    • Bank account passbook
    • Account opening set
    Download
  • Step 2 Make appointment
    • Call 02-844-0123
    • Meet us at KWIAM Office
  • Step 3 ID card dip-chip
    • Insert client’s ID card into a card reader for identity verification (Dip-Chip process)
  • Step 4 Payment for Subscription
    • Mobile Banking Application
    • Internet Banking
    • Cheque
    Payment for Subscription

Receive Confirmation & Transaction Details

Required documents for Account Opening and Initial Subscription

For Individual
  • Account Opening Form for Individual
  • Account Opening Form for Individual : Joint Account
  • Subscription Order Form
  • Identification Card or Passport (Foreigner only) for Digital Identity verification
  • A copy of the first page of Bank Account Passbook (savings or current account) showing the account number and same name as Unitholder’s account
  • Subscription Payment Receipt and
For Juristic Person
  • Account Opening Form for Corporation
  • Subscription Order Form
  • A copy of Registration Certificate issued no longer than 6 months
  • A copy of Memorandum of Association
  • A copy of Power of Attorney
  • Board of Director minutes of the meeting with an approval to open an account or enter into a transaction with King Wai Asset Management (Asia), subject to the condition of each entity
  • A copy of Identification Card of Authorized persons
  • A copy of the List of Shareholders (Bor.Aor.Jor.5)
  • A copy of the first page of Bank Account Passbook (savings or current account) or Cheque or Bank Statement showing the account number and same name as Unitholder’s account
  • Subscription Payment Receipt
Minor over 15 years old
  • Account Opening Form for Individual (if Minor has bank account in his/her name) or
  • Account Opening Form for Individual : For & By Account
  • Subscription Order Form
  • Identification Card or Passport (Foreigner only) of Minor for Digital Identity verification or a copy of Birth Certification of Minor
  • Identification Card or Passport (Foreigner only) of parents (father and mother) or a legal representative for Digital Identity verification
  • A copy of House Registration showing a name of a minor as a resident (certified true copy by both parents/legal representative and minor)
  • A copy of the first page of Bank Account Passbook (savings or current account) showing the account number and same name as Unitholder’s account
  • Subscription Payment Receipt
* Investment involves risks. Investors should carefully study the product features, terms and conditions, performance and risk factors before making investment decisions. Past performance/Performance comparison to a capital market product is not indicative of future performance. For investment in the funds with offshore investment exposure and without full hedging of currency risk, investors may experience currency losses or profits, or get back less than their initial investment.

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