GLOBAL BANK ACCOUNT APPOINTMENTS
Dedicated follow-up by Mr. Tang, including checks of the entity, business and intended account use, and coordination of document preparation and appointments.
We explain document requirements, fees, and arrangements in advance so you know what to prepare at each step.
01 / YOUR GLOBAL ROUTE
Based on identity, business and cross-border payment needs,
Compare banks’ acceptance criteria, documentation requirements and application methods.
Mr. Tang will confirm the preparations with you, then coordinate the appointment arrangements.
HKHONG KONGA starting point for accounts for business operations and cross-border living
147 licensed banks · HKMA register
USUNITED STATESMonitor the entity, tax number, and genuine business connection
4,217 FDIC-insured depository institutions
SGSINGAPOREPreparing documents for regional operations and international trade
152 Individual bank entities · Full MAS classification02 / ACCOUNT PATHWAYS
Hong Kong companies, overseas entities and group structures. Connect company information, ownership relationships and actual business activities.
Learn about the full company account-opening process
Prepare each item: identity, address, tax residence, and account purpose.
View the Personal Account-Opening Guide
First distinguish between a bank and a payment institution, then confirm eligibility for remote application.
Learn about the boundaries of digital accountsOUR SERVICE COMMITMENT
Being clear about the scope of our services is also our commitment.
This undertaking applies only to our company’s account-opening appointment service fee and does not guarantee that the bank will approve the account. Bank search, witnessing, notarization, courier, or other actual third-party charges, as well as account deposits and balance requirements, are not part of our service fee. If applicable, Mr. Tang will explain them in writing before the appointment, subject to your confirmation.03 / THE CHANNEL DIRECTORY
Documents, indicative timelines, verification methods, limits and bank fees.
Use channel materials from 2026-10 as a starting point and verify each item before the appointment.
31 Channel Versions · Related Information Available Does not represent a uniform bank policy or guarantee acceptance
Search All Channels04 / A CONSIDERED PROCESS
Clarify the entity, market and account purpose
Review Business, Ownership & Document Completeness
Confirm the location for the application and identity verification method
Provide additional information as notified by the bank and wait for the result
Complete account activation and delivery following the bank’s notification
Review timeframes and outcomes are not determined by a third party. Having complete documentation does not mean the bank will approve the account.
RGYS / SERVICE STANDARDS
You need more than just an appointment time.
How to prepare the information, how fees are calculated, and how to arrange the next steps,
Mr. Tang will review each item with you and follow up as agreed.
Check identity, company structure and business evidence, and explain any requests for additional documents.
Confirm the appointment time and location in advance, and communicate promptly if anything changes.
Service fees and third-party charges are explained separately; confirm them before engagement.
A clear point of contact from needs discussion through appointment coordination.
CLIENT SERVICE & APPOINTMENTS
Mr. Tang will follow up on your account-opening needs and explain the document checklist and process. The appointment time, location and witnessing arrangements will be confirmed in advance. If arrangements change, we will inform you promptly.
DOCUMENT REVIEW & COORDINATION
Check the company entity, ownership structure, business evidence and intended use of funds, and list any additional information required. Fees are explained before engagement, and we coordinate any subsequent document requests in accordance with the bank’s requirements, so you know what to expect next.
Enquiries are available for Hong Kong and overseas company and personal account needs. Mr. Tang will explain the preparation requirements and appointment arrangements based on your circumstances; the bank independently decides whether to open the account.Service and image-use information
Book a consultation with Drew
Account-Opening Documents and Appointment Coordination05 / ONE POINT OF CONTACT
Mr. Tang will first learn about your entity, business and intended account use, then work with you to review the document checklist, banking channels and appointment arrangements. Whether your company has just been established, already has business operations, or you are making cross-border arrangements for personal reasons, we can start with your actual needs.
Please specify the account holder, target region and intended account use. Mr. Drew can help organize the documents and appointment arrangements.
