WebTrade - Professional Version

How does KGI charge me for the WebTrade-Professional Version?

If your application is accepted, the first month service fee will be debited from your KGI Trading Account on the first effective date and a full month service fee will be debited no matter when you use the service in the month. NO pro-rata charge will be applied. The service fees for subsequent months will be charged from your KGI Trading Account on the 5th business day of the respective months.

How do I cancel my WebTrade-Professional Version?

To discontinue the service, you must fill in and submit to us the online Cancellation Form found under "WebTrade" "Other Services" WebTrade-Professional Version. The effective date for service cancellation is the following business day after we have received the form.

Please note that you are required to pay a full month service fee no matter which date of the month you cancel the service, i.e. NO partial refund will be made.

How do I log in to WebTrade-Professional Version?

You must first install WebTrade-Professional Version in your computer. Then you can double click on the WebTrade-Professional Version icon to launch the program, and log in with your Account ID and password.

Can I log in to WebTrade-Professional Version and WebTrade simultaneously?

No. If you log in to more than one system simultaneously, you will be treated as multiple sign-in and the first session will be ended automatically.

What happens if I place an order via the WebTrade-Professional Version?

If you place an order, you can open the Order Book in the WebTrade-Professional Version to view the status of your transaction.

An Order Book is a single window which all order information centres around. In this window, you can monitor all orders and make amendments, if necessary. To open the Order book, click [Orders] in the menu bar and choose [Order Book]

For more details, please refer to the User Manual.

How do I amend/cancel order(s) via WebTrade-Professional Version?

You can amend / cancel order(s) via WebTrade-Professional Version by the following steps:

1. Open [Order Book], click [Orders] in the menu bar and choose [Order Book].
2. To amend an order, fill in and submit [Amend Form] that pops up when you double click the order in the left-hand frame of [Order Book].
3. To cancel an order, please either repeat the above procedure or right click the order in the [Order Book] then select [CANCEL] on the submenu.

For more details, please refer to the User Manual.

Why does my order change from pending status to inactive status suddenly?

When a stock price causes substantial fluctuation, pending order can become inactive order if the amount of the fluctuation is more than a pre-defined percentage. If this happens, simply highlight your inactivated order, and right click your mouse to reactivate the order.

What type of account information can I view at WebTrade-Profession Version?

You can open the Position View page of the WebTrade-Professional Version to view:

• Stock Balance
• Opening Balance
• Ledger Balance
• Available Balance
• Interest Accrual
• Unclear Cheque
• Net Withdrawal
• Purchasing Power

How do I export my trading records to an Excel spreadsheet?

You can click the [Save] button in the top frame of the Order Book window.