Institutional Customers - Pinetree Securities

Institutional Customers

Document to submit

Institutional Customers

Please follow the instructions below to complete the account opening contract:

Option 1: Complete the contract in person at Pinetree.

Option 2: Send the documents via express mail.

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Complete Documentation Includes:

  1. Securities Account Opening Contract: 02 copies
  2. Legal Documentation of the Organization: As guided in the Account Opening Instructions for Institutional Customers
  3. Sample Form: Refer to the sample form here: [Account Opening Contract (Domestic Organization)]

Notes on Information in the Account Opening Contract:

  1. Organizational Information (Organization name, establishment date, business registration number, issue date and place, registered address, contact address, phone number, email)
  2. Bank Account Information (account number, bank name, branch name)
  3. Signature of the Authorized Representative (total of 02 signatures for opening a regular securities trading account and total of 03 signatures for opening a margin trading account)
  4. Company Seal (company seal on the contract and seal overlap on all pages)

Additional Notes When Registering at Pinetree:

1. Account Registration:

On page 2 of the contract, in the account registration section, tick “Yes” and sign 01 signature for a regular securities trading account, or 02 signatures for a margin trading account.

2. Bank Account Registration:

You may pre-register up to 02 primary bank accounts for transferring funds from the securities account to the company’s account. You may also register the primary bank account on Pinetree’s online trading platforms.

3. Service Registration:

Please tick the services you wish to register for.

4. Authentication Method Registration:

In addition to SmartOTP and receiving OTP via phone, you can also register for the Matrix authentication method.

Important Notes for the Account Opening Contract:

  • The contract must not be torn, dirty, or erased.
  • Information on the contract must be accurate and consistent with the business registration information.
  • Maintain a consistent signature, sign fully, and write the full name in the fields designated for the customer.
  • Please fill in the contract with blue ink.

Mailing Address for Completed Documents:

Customer Service Department

PINETREE SECURITIES CORPORATION

Address: 20th Floor, ROX Tower, 54A Nguyen Chi Thanh, Lang Thuong, Dong Da, Hanoi

Hotline: 024 6282 3535

Note: After completing the documents, if you wish to receive one copy of the contract, please contact us via the hotline or email: trading@pinetree.vn.

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