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EBSHK Direct Member-Get-Member Programme Application Form

Thank you for inviting your relatives and friends to experience our extrordinary investment service. When the form is completed and submitted, account opening details will be sent to the referee's email address. Please notify the referee to check. Please contact us if you have any enquiries.

Referrer's Information#

Account Holder Name:
Account Number:
Registered Phone Number:



Referee's Information#

Client Name:
Mobile Phone Number:
Email Address:

I would like to refer the above referee to join the EBSHK Direct Member-Get-Member Programme (the “MGM Programme”). By signing below, I confirm that:

I confirm that the referee agrees and expressly invites representatives of the Company to contact the referee directly, by phone, email or other means, to introduce this MGM Programme.
The referee and I agree to accept the terms and conditions of this MGM Programme.


#If necessary, you may refer to Everbright Sun Hung Kai privacy policy.

Submit

Terms & Conditions for EBSHK Direct Member-Get-Member Programme

  1. EBSHK Direct Member-Get-Member Program (the “MGM Program”) is provided and coordinated by Sun Hung Kai Investment Services Limited (“SHKIS”). SHKIS is a wholly-owned subsidiary of Everbright Sun Hung Kai Company Limited and operates under the Everbright Sun Hung Kai (“EBSHK”) brand.
  2. “Promotion Period” of the offer starts from Jul 1, 2021 and ends on Sep 30, 2021, both dates inclusive (the “Promotion Period”).
  3. A New Client means a Referee who (i) did not have an individual or joint trading account maintained with any member company of EBSHK in the 12 months preceding the effective date of account opening; (ii) who was not a beneficial owner of any corporate trading account maintained with any member company of EBSHK during the aforesaid period; (iii) who successfully opens an individual or joint securities trading account with EBSHK Direct during the Promotion Period; (iv) deposits HK$10,000 (or above) or an equivalent amount of new funds to the cash account or margin account with SHKIS and maintains the same in the account for 90 calendar days after account opening; (v) conducts at least one specified transaction, which means a buy or sell transaction in respect of HK shares through EBSHK Direct within 90 calendar days after account opening.
  4. The Referrer & the Referee will be contacted to collect the reward(s) within 3 months via email or telephone. In the event that The Referrer & the Referee cannot be contacted by SHKIS via SMS or telephone after reasonable attempts, he/she will be deemed to have forfeited their rewards. The Referrer & the Referee may only collect their rewards within 2 months from the notice date, otherwise, he/she will be deemed to have forfeited their rewards.
  5. The Referrer is required to bring along the HKID card to our office in person to collect Gift Certificate during service hours.
  6. Each Referrer may refer up to 9 New Clients to SHKIS during the Promotion Period of the MGM Programme.
  7. Rewards cannot be exchanged for other gifts or cash and is available while stock lasts.
  8. For reward usage details, please refer to terms and conditions related to the relevant reward.
  9. All account holders under one joint account opened is counted as one New Client.
  10. The MGM Programme is not applicable to institutional customer, staff, agents and investment consultants of EBSHK. The MGM Programme cannot be used in conjunction with any other promotional offers.
  11. SHKIS reserves the rights to suspend, amend or terminate the MGM Programme and any of the terms and conditions at any time without prior notice. Any notification made by SHKIS in this regard will be final and conclusive.
  12. In case of any disputes, EBSHK reserves the right to make the final decision, which will be binding for all parties concerned.
  13. If there is any inconsistency or conflict between the English and Chinese versions of these terms and conditions, the English version shall prevail.
  14. In response to the market needs of different products, each product has its own distinct characteristics, risks and terms. Investors MUST peruse and understand the terms and conditions of relevant products before entering into any transactions. Investors must be willing to and in a financial position to bear the risks as well as to assume the responsibilities involved in the transactions of the relevant products (including but not limited to derivative products). In general, derivative products present significant risks and are not suitable for all investors. Should investors have any queries regarding the relevant products (including but not limited to derivative products), please seek independent professional advice immediately.
  15. These terms and conditions shall be governed by and construed in accordance with the laws of the Hong Kong Special Administrative Region. Each party agrees to submit to the exclusive jurisdiction of the Hong Kong courts.
  16. US Stock commission waiver is only applicable to ‘UStock Pro’.