Statement of Account and Trade Confirmation
Will I receive contract notes and periodic statements from KGI?
You will receive contract notes and periodic statements by post. However, you can enroll for our E-statement Service and receive daily and monthly statements by e-mail instead.
What are the advantages of using the E-statement Service?
You can monitor your KGI Trading Account more efficiently and receive your statements via e-mail to save fees and time. This will help saving trees as well.
Additionally, from time to time IPO financing letters and certain other correspondences (if any) will also be sent to your registered email address.
How do I register for the E-statement Service?
You can register for this free E-statement Service by clicking the appropriate box in the Personal Data form under "WebTrade" "Personal
Profile". Once the form is submitted, you will receive an e-mail notification of your request. Please allow 2 business days (HKT) to process the registration.
Note: Please provide a valid e-mail address for the delivery of the E-statement.
After registration, when will I receive my first E-statement?
You will receive your first E-statement at your designated e-mail address on the morning of the next working day after trading.
How do I open my E-statement?
When you receive your E-statement e-mail, open the attachment in it by entering your personal password, which is your 11-digit KGI Trading Account Number (without hyphens). This personal password cannot be modified at the moment. You are recommended to save a copy of your E-statement for your own record.
Your Daily and Monthly E-statements are in PDF so you must install Adobe
Acrobat Reader (version 4.0 or above) to read them.
Note: For security reason, you must not disclose your personal password by telephone or email.
How do I save the E-statement in my own storage?
You are recommended to save the E-statements for your future reference.
Please refer to the following procedures to keep a soft copy.
- Ensure that your mailbox or storage device has sufficient storage space.
- Right-click the attachment and choose the Save As option to save.
Please note that you need to key in your personal password, which is your 11-digit KGI Trading Account Number (without hyphen), every time you view your E-statement.
How do I print the E-statement from my mailbox?
You can print the E-statement from the Adobe Acrobat window (not the browser window) by clicking the [printer] icon with your own connected printer.
How do I deregister the E-statement Service and receive physical statements by post?
You can inform KGI in writing. Please specify your name, your KGI Trading Account number, the effective date to stop the E-statement, and your request to receive physical statements by post instated. Please sign and fax it to us at (852) 2878-6769 with attention to CDM Department, or by mail to:
Client Data Management Department
KGI Asia Limited
41/F Central Plaza,
18 Harbour Road,
Wanchai,
Hong Kong
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