Huatai Securities is a mainland Chinese securities group with distinct domestic, Hong Kong and overseas operations. Its core brokerage covers exchange products and wealth services; Hong Kong clients use a separate subsidiary and onboarding route. The Hong Kong procedures below are identified explicitly and are not presented as mainland account terms.[1][2][3]
Broker essentials01
Huatai Securities at a glance
| Measure | Value | Context |
|---|---|---|
| Mainland company | Huatai Securities Co., Ltd., Nanjing | Source 2Source 3Source 9 |
| Overseas platform | Huatai International Financial Holdings Company Limited | Source 2Source 3Source 9 |
| Hong Kong operator | Huatai Financial Holdings (Hong Kong) Limited | Source 2Source 3Source 9 |
| Singapore operator | Huatai Securities (Singapore) Pte. Limited | Source 2Source 3Source 9 |
| Product emphasis | Securities, funds, bonds, wealth management and exchange derivatives | Source 2Source 3Source 9 |
Mainland and offshore account routes
Sections ↑At a glance02
Account routes across the group
| Item | Details |
|---|---|
| Mainland brokerage | Domestic securities and permitted cross-border exchange routes.Source 1Source 3Source 4 |
| Futures introduction | Mainland brokerage materials identify introduction to Huatai Futures.Source 1Source 3Source 4 |
| Hong Kong securities | Separate Hong Kong account, documentation and market permissions.Source 1Source 3Source 4 |
| Other overseas entities | US and Singapore services have their own customer scope and contracts.Source 1Source 3Source 4 |
At a glance03
Hong Kong individual and joint-account documents
| Item | Details |
|---|---|
| Application | Individual/joint account form.Source 4 |
| Identity | Copies of both sides of identification documents for each holder.Source 4 |
| Address | Residential-address evidence within three months.Source 4 |
| Joint account | Both holders operate the account; bank details must be joint-name.Source 4 |
| Published opening requirement | FAQ states no minimum investment amount for this Hong Kong route.Source 4 |
At a glance04
Hong Kong documented opening sequence
| Item | Details |
|---|---|
| Prepare | Select account type and read client agreement/risk terms.Source 5 |
| Verify | Sign through a customer officer or qualified witness; submit documents.Source 5 |
| Review | Guide estimates three business days with complete documents.Source 5 |
| Credentials | Change the initial password before trading.Source 5 |
| Fund | Deposit using supplied instructions and notify settlement staff.Source 5 |
Markets and products
Sections ↑At a glance05
Mainland brokerage scope
| Item | Details |
|---|---|
| Securities | Stocks, funds and bonds.Source 1 |
| Options | Exchange-listed options, subject to account permissions.Source 1 |
| Futures | Introduction through Huatai Futures rather than an automatic securities-account entitlement.Source 1 |
| Gold | Shanghai Gold Exchange-related and gold-ETF services described in the brokerage materials.Source 1 |
At a glance06
Hong Kong securities account products
| Item | Details |
|---|---|
| Local securities | Shares, warrants and callable bull/bear contracts.Source 4 |
| Investment products | Funds and bonds.Source 4 |
| Overseas stocks | Selected US, European and Asia-Pacific markets.Source 4 |
| US permissions | Additional W-8 documentation required under the published guide.Source 4 |
At a glance07
Stock Connect: the two directions
| Item | Details |
|---|---|
| Northbound | Hong Kong broker routes eligible mainland share orders through exchange links.Source 6 |
| Southbound | Mainland broker routes eligible Hong Kong share orders.Source 6 |
| Currency | The cited Shenzhen northbound guide requires adequate RMB before trading.Source 6 |
| Ownership | The transaction is an exchange security, not a CFD on the share.Source 6 |
Pricing scope and source limitations
Sections ↑A reliable current all-in tariff for the mainland account and the separate Zhangle Global app was not fully retrievable. Older Hong Kong pages contain dated exchange-tax and quota figures, so those numerical schedules are not reproduced as current rates. Account-specific commission, platform/data charges, financing and exchange charges remain separate components.[6][4]
At a glance08
Which price belongs to which relationship
| Item | Details |
|---|---|
| Mainland securities | Domestic account commission and market fees.Source 1Source 4Source 5 |
| Hong Kong account | Hong Kong subsidiary’s channel and product tariff.Source 1Source 4Source 5 |
| Real-time quotes | The documented Hong Kong process includes a separate quote-service application.Source 1Source 4Source 5 |
| Margin financing | Depends on the security’s collateral value and the account’s financing terms.Source 1Source 4Source 5 |
Platforms, order channels and margin
Sections ↑At a glance09
Trading channels
| Item | Details |
|---|---|
| Mainland | Mobile app, PC platforms and branch service.Source 2Source 7Source 4 |
| Hong Kong mobile | Zhangle Global / Zhang Le Global, downloaded through official channels.Source 2Source 7Source 4 |
| Hong Kong web | Online platform reached through the official website.Source 2Source 7Source 4 |
| Overseas telephone orders | The Hong Kong FAQ describes telephone dealing for markets outside its US online route; current app permissions can differ.Source 2Source 7Source 4 |
At a glance10
Hong Kong margin-account treatment
Banking and account closure
Sections ↑At a glance11
Hong Kong account administration
| Item | Details |
|---|---|
| Bank instructions | Provided after acceptance; the guide requires notification to settlement after depositing.Source 4Source 5 |
| Joint banking | Bank information must use the joint-account holders.Source 4Source 5 |
| Closure | Download the cancellation form and submit it by email or fax.Source 4Source 5 |
| Processing distinction | The opening estimate is not a withdrawal-time promise.Source 4Source 5 |
The documents inspected do not establish a current universal withdrawal cutoff or fee across mainland and Hong Kong accounts. The separate entities and account types use their own banking instructions; a group app or website does not combine their client-money arrangements.[4][5][3]
Entities and published permission scope
Sections ↑At a glance12
Overseas legal structure
| Item | Details |
|---|---|
| Huatai International | Wholly owned overseas platform of Huatai Securities.Source 3 |
| Hong Kong subsidiary | Huatai Financial Holdings (Hong Kong) Limited.Source 3 |
| Published Hong Kong activities | Company lists SFC Types 1, 2, 3, 4, 6, 7 and 9.Source 3 |
| Scope | Company-published activity categories; not a completed independent SFC-register verification.Source 3 |
At a glance13
Singapore entity scope
| Item | Details |
|---|---|
| Established | September 2022.Source 9 |
| Published authorization | Company says MAS CMS licence and exempt financial-adviser status obtained September 2023.Source 9 |
| Services | Equities, fixed income, derivatives, wealth management and corporate financing.Source 9 |
| Customer relationship | Singapore permissions do not extend automatically to the mainland or Hong Kong operator.Source 9 |
At a glance14
Hong Kong account-security procedures
| Item | Details |
|---|---|
| App source | Use official download channels.Source 7 |
| Suspicious transaction | Notify customer service immediately.Source 7 |
| Lost mobile device | Reset login password and review account transactions.Source 7 |
| Contact details | Keep registered telephone/email current for suspicious-activity contact.Source 7 |
- Headquarters
- Nanjing, Jiangsu, China
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
Huatai Securities Co., Ltd.
No separate licence entry is recorded in this panel.
Huatai Financial Holdings (Hong Kong) Limited
Hong KongSource 3
No separate licence entry is recorded in this panel.
Huatai Securities (Singapore) Pte. Limited
SingaporeSource 9
No separate licence entry is recorded in this panel.
Regional support channels
Sections ↑At a glance15
Mainland corporate contact
| Item | Details |
|---|---|
| Telephone | +86 25 83389999.Source 2 |
| Complaint line | +86 400 889 5597.Source 2 |
| [email protected].Source 2 | |
| Address | 228 Jiangdong Middle Road, Huatai Securities Plaza, Nanjing.Source 2 |
At a glance16
Hong Kong customer and dealing lines
At a glance17
Singapore contact
Institutional services
Sections ↑At a glance18
US business scope
Sources & further reading
- Mainland brokerage product scope Huatai Securities · Accessed 26 Oct 2026
- Mainland company services and contacts Huatai Securities · Accessed 26 Oct 2026
- Huatai International entity structure Huatai International · Accessed 26 Oct 2026
- Hong Kong account-opening and closure FAQ Huatai International · Accessed 26 Oct 2026
- Hong Kong documented opening process Huatai International · Accessed 26 Oct 2026
- Hong Kong Stock Connect service guide Huatai International · Accessed 26 Oct 2026
- Hong Kong online security guidance Huatai International · Accessed 26 Oct 2026
- Hong Kong contact and dealing lines Huatai International · Accessed 26 Oct 2026
- Singapore company and services Huatai Securities (Singapore) · Accessed 26 Oct 2026
- US institutional securities business Huatai Securities (USA) · Accessed 26 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.