Settlement Procedures
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Settlement Procedures
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FAQ

Fund Deposit

Prior to placing stock dealing order, clients need to deposit sufficient funds into the client trust account of SynerWealth Financial Limited (“SynerWealth”). For details, please refers to the relevant section of Account Opening Procedure.

SynerWealth Financial Limited bank account information designated for client settlement purpose:

Bank of China 012-777-0-003643-7
HSBC 400-595773-001
Bank of communications 027-571-02019028

  • For deposit in cash:
    • Fund can be used in the morning on the same day if the cash is deposited into the company client trust account and the deposit slip is faxed or email to the company on or before 9:00am.
    • Fund can be used in the afternoon on the same day if the cash is deposited into the company client trust account and the deposit slip is faxed or email to the company on or before 12:00pm noon time.
    • Fund can be used in the next day if the cash is deposited into the company client trust account and the deposit slip is faxed or email to the company after 12:00pm and before 4:00pm.

  • For deposit in cheque:The fund can be used for stock dealing purpose only after the cheque is successfully cleared.
    • If the cheque is deposited on or before 4:00pm, the fund can be used two working days later. (e.g., The cheque is deposited on Monday 3:00pm and the deposit slip is faxed or email to the company immediately, the fund is available for stock dealing purpose on Wednesday morning.)
    • If the cheque is deposited after 4:00pm, the fund can be used three working days later. (e.g., The cheque is deposited on Monday 5:00pm and the deposit slip is faxed or email to the company immediately, the fund is available for stock dealing purpose on Thursday morning.)

After the fund (in cash or cheque) is deposited into the company client trust account, please send the deposit slip to the company by fax (852) 3188 1535 or email account@synerwealth.com.hk.

[Please deposit the fund ONLY into the designated company client trust account and NEVER deposit it into any other bank account]
Cash Withdrawal

Client can complete “Cheque Withdrawal Form” and fax to (852) 3188 1535 or email to account@synerwealth.com.hk before 10:30am. After notifying our accounting department at (852) 3188 9759, we will check the signature and the amount withdrawn. The relevant funds in the form of cheque will credit to your bank account on the same. If the instructions received after 10:30am will be executed on the next working day.
Stock Deposit/ Withdrawal

Physical Stock deposit: Client can carry physical scrip to our counter in person and complete the "Physical Stock Deposit Form ". The stock will be deposited to your account after confirmed by CCASS within seven trading days

Physical Stock Withdrawal Client can ccomplete the " Physical Stock Withdrawal Form” and withdraw physical scrip at our counter in person after three trading days.
Settlement Instruction ("SI")

Stock transfer from / to other stock brokerages Please complete the “Securities Settlement Instruction form” and hand in to our settlement department. After the settlement instruction matched by CCASS, the stock will be transferred to your account.