IFPHK Member

• Complete and print out the online Account Application Form
• Visit www.ifphk.org/consumer-corner/financial-planner-verification, and print out the Name Search Result
• Prepare an Employer Consent Letter*
• Mail us the following documents:
1. Account Application Form with required documents^;
2. Name Search Result; and
3. Employer Consent Letter*

*If you are an employee of a company licensed with SFC / registered with HKMA

Family Member of IFPHK Member and Friends

• Complete and print out the online Account Application Form
• Visit www.ifphk.org/consumer-corner/financial-planner-verification, and print out the Name Search Result
• Prepare an Employer Consent Letter*
• Mail us the following documents:
1. Account Application Form with required documents^;
2. Name Search Result;
3. Employer Consent Letter*

*If you are an employee of a company licensed with SFC / registered with HKMA

IFPHK Staff

• Complete and print out the online Account Application Form
• Mail us the following documents:
1. Account Application Form with required documents^;
2. Copy of pay slip issued within 1 month to prove the employment status of IFPHK

^Required Documents include:

1. A copy of HK Permanent ID/ passport
2. A Crossed Personal Cheque for not less than HK$10,000 for verification purpose:
• It should be payable to "iFAST Nominees (HK) Limited";
• It should pre-print your name as shown in your HKID/Passport;
• It should be drawn on your Hong Kong Licensed Bank account; and
• It should bear identical signature as shown on Account Opening Form.
3. Address verification
• Issued within 3 months from the date we receive the account opening form
• Examples:
• A copy of utilities/ telephone/ internet services bill
• A copy of bank statement
• A copy of tax demand notes

Please acknowledge that you have read below statement by clicking on the checkbox before proceeding.

For (i) IFPHK member clients who have terminated the membership with IFPHK, the members and their family members shall no longer be entitled to the FSM Smart Account offer or (ii) clients who are no longer the staff of IFPHK, they shall no longer be entitled to the FSM Smart Account offer, unless a flat rate of 0.5% is paid annually by the clients to IFHK.