Yuanta

7.8 / 10 Overall Score

Website: http://www.yuanta.com.hk/Portal/en/
Jurisdiction: Hong Kong
Operating Since: Above 20 years
Regulatory Status: N/A

Score Breakdown

License
Regulation
Business
Risk Control
Software

Company & Contact

Legal Name: Yuanta Securities (Hong Kong) Co., Ltd
Phone: 85235557878
Email: HK.Services.brk@yuanta.com
Address: 香港金鐘夏愨道18號海富中心1座23樓

License Info: [{"监管状态": "HK Regulated", "牌照信息": "Hong Kong Futures contracts"}, {"监管状态": "HK Regulated", "牌照信息": "Hong Kong Futures contracts"}]

In-Depth Broker Review

What’s inside: Company overview, account types, and deposit & withdrawal guidance.

Company Profile
Account Types
Deposit & Withdrawal

Broker Details

# Yuanta Company: Corporate, Regulatory, and Organizational Overview

## Company Overview

Yuanta Company operates primarily as a comprehensive financial services provider, specializing in securities brokerage, investment banking, and asset management. Founded in 2003, the company has established a significant presence in the Greater China region, particularly in Taiwan and Hong Kong. It is a wholly-owned subsidiary of Yuanta Financial Holdings, which is recognized for its diverse financial offerings and innovative products.

The headquarters of Yuanta Company is located in Taipei, Taiwan, with additional offices and branches across Taiwan and Hong Kong, facilitating its regional operations. The company's global business scope includes a wide range of financial services aimed at both retail and institutional clients, encompassing investment management, securities trading, and financial advisory services.

## Corporate Development

Yuanta Company has experienced notable growth since its inception. Key milestones in its development include the introduction of groundbreaking financial products, such as Taiwan's first callable bull/bear contracts and the first extendable callable bull/bear contracts. The firm has consistently expanded its service offerings and geographic reach, establishing itself as a leader in financial innovation within the Taiwanese market.

In recent years, Yuanta has achieved recognition for its commitment to sustainability and corporate social responsibility, receiving various awards and certifications for its climate performance and sustainable finance initiatives. This includes being honored by the Corporate 1.5℃ Forum for meeting the Paris Agreement’s temperature targets for three consecutive years.

## Corporate Structure and Subsidiaries

Yuanta Company operates multiple subsidiaries and branches that cater to different aspects of the financial services sector. Notable subsidiaries include:

- **Yuanta Securities**: The largest retail broker in Taiwan, providing a range of securities and investment services.
- **Yuanta Futures**: Specializing in futures and options trading.
- **Yuanta Bank**: Offering comprehensive banking services, including consumer finance and corporate banking.

Each entity operates under the regulatory frameworks of their respective jurisdictions, primarily in Taiwan and Hong Kong. The organizational structure includes key departments focused on brokerage, wealth management, and investment banking, supported by a robust team of finance professionals.

## Regulation and Compliance

Yuanta Company is regulated by the Securities and Futures Commission in Hong Kong and operates under the oversight of the Financial Supervisory Commission in Taiwan. The company adheres to strict compliance measures, ensuring transparency and accountability in its operations.

Client fund protection policies include the segregation of client funds from operational funds, which enhances the security of client assets. The company undergoes regular audits to maintain compliance with regulatory standards and to ensure operational integrity.

## Global Presence and Market Coverage

Yuanta Company serves primarily the Greater China region, with a strong focus on Taiwan and Hong Kong markets. Its extensive branch network includes 146 securities locations and 147 banking locations as of December 2019, allowing it to effectively cater to a diverse client demographic that includes retail investors, institutional clients, and corporate entities.

The company has also engaged in strategic partnerships and initiatives aimed at expanding its market presence and enhancing its service offerings.

## Financial and Operational Data

As of recent disclosures, Yuanta Company employs over 10,000 finance professionals and has developed a robust infrastructure to support its diverse financial services. The firm has maintained a significant market share in both the securities brokerage and margin financing sectors in Taiwan, controlling approximately 11% and 20% of these markets, respectively.

While detailed financial data is not publicly disclosed in the provided information, Yuanta Company is recognized for its extensive operations and significant transaction volumes within the financial markets.

## Reputation and Industry Standing

Yuanta Company is perceived as a reputable and credible player within the financial services industry. It has received numerous accolades for its innovative financial products and commitment to sustainability. Public reviews and industry ratings reflect a positive standing, with the company recognized for its professional service quality and customer satisfaction.

The firm collaborates with major financial institutions and participates actively in various financial markets, further solidifying its reputation as a trusted financial service provider.

## Summary

In summary, Yuanta Company stands as a prominent financial services provider in the Greater China region, backed by a solid regulatory framework and a commitment to innovation and sustainability. Its extensive operations, diverse service offerings, and strong market presence underscore its role as a key player in the financial industry. The company’s adherence to regulatory standards and client protection measures enhances its operational integrity and credibility in the market.

Account Types

# Yuanta Account Types

Yuanta offers a variety of account types designed to cater to the needs of both retail and institutional clients. Below are the details of the available account types:

| **Account Type** | **Minimum Deposit** | **Spreads/Commission** | **Leverage Limits** | **Trading Instruments** | **Base Currencies** | **Execution Model** | **Unique Features** |
|------------------------|---------------------|-----------------------------------|---------------------|-------------------------------------------------------------|---------------------|---------------------|------------------------------------------|
| Retail Account | Not specified | 0.25% of traded volume (min 100 HKD) | Regulated limits | HK stocks, SH stocks, SZ stocks, Taiwan stocks, US stocks, China B stocks, futures, options | Not specified | Not specified | Comprehensive market analysis resources |
| Institutional Account | Not specified | Not specified | Not specified | Same as retail account | Not specified | Not specified | Advisory services for multiple investment avenues |

# Yuanta Broker Account Opening Process

To open an account with Yuanta, follow these steps:

1. **Visit the Account Registration Page**: Navigate to the Yuanta website to access the account registration section.
2. **Complete KYC/Identity Verification**: Provide necessary documents such as a certified true copy of your ID card or passport, and proof of residential address issued within the last three months.
3. **Minimum Funding**: Deposit funds through local banks, checks, or overseas transfers.
4. **Approval Time**: Expect account approval within one business day after all documents are submitted and verified.
5. **Available Platforms**: Once approved, you can access trading platforms such as ewinner, ewinner plus, and YSHK SP Trader.
6. **Optional Steps for Demo or Professional Accounts**: If interested in a demo account, inquire directly with customer support for specific procedures.

This process ensures that clients are well-equipped to start trading efficiently with Yuanta.

Deposit & Withdrawal

# Yuanta Deposit & Withdrawal Guide 2025: Methods, Limits, and Processing Times Explained

## Yuanta Minimum Deposit Explained

### Exact Minimum Deposit Amount
The minimum deposit required to open an account with Yuanta Securities (Hong Kong) is **HKD 10,000** for retail accounts. For institutional accounts, the minimum deposit may vary based on the specific requirements and agreements made with the brokerage.

### Account-Type Comparison
- **Retail Accounts**: Minimum deposit of HKD 10,000.
- **Institutional Accounts**: Minimum deposit varies; typically higher than retail accounts.

### Regional Differences
While the minimum deposit for Yuanta in Hong Kong is HKD 10,000, other regions may have different requirements based on local regulations and market conditions. For instance, Yuanta's branches in Taiwan or other Asian markets might set varying minimums.

### Advantages
1. **Regulated Entity**: Yuanta is regulated by the Securities and Futures Commission (SFC), providing a level of security for investors.
2. **Diverse Product Offering**: Users can access a wide range of financial instruments including stocks, futures, and options.
3. **Robust Trading Platforms**: Yuanta offers multiple trading platforms catering to different trading styles.
4. **Strong Market Presence**: With a significant share in the securities market, Yuanta is a well-established player.

### Disadvantages
1. **High Minimum Deposit**: The minimum deposit may be considered high for beginner traders.
2. **Complexity for Beginners**: The range of services and account types can be overwhelming for new investors.
3. **Potentially High Fees**: Depending on the trading instruments, commission fees can be on the higher side.
4. **Limited Accessibility**: Some services may not be available in certain regions, limiting access for international clients.

### Competitor Comparison
Compared to other brokers, such as FTXM or IC Markets, which may have lower minimum deposit requirements (as low as $10), Yuanta's minimum deposit can be a barrier for entry for some traders. However, the comprehensive services and regulatory oversight may justify the higher minimum for serious investors.

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## Yuanta Deposit Methods Comprehensive Guide

### Available Deposit Methods
1. **Bank Transfer**
 - **Processing Time**: 1-3 business days.
 - **Fees**: Typically free; however, bank fees may apply.
 - **Availability**: Widely available.
 - **Limits**: Minimum deposit of HKD 10,000.
 - **Pros**: Secure and reliable.
 - **Cons**: Slower processing time compared to e-wallets.

2. **Credit/Debit Card**
 - **Processing Time**: Instant.
 - **Fees**: Generally free.
 - **Availability**: Visa and MasterCard accepted.
 - **Limits**: Minimum deposit of HKD 10,000.
 - **Pros**: Fast and convenient.
 - **Cons**: Some banks may impose restrictions.

3. **E-Wallets (e.g., PayPal, Skrill)**
 - **Processing Time**: Instant.
 - **Fees**: Varies by provider; usually low.
 - **Availability**: Depends on the e-wallet service.
 - **Limits**: Minimum deposit of HKD 10,000.
 - **Pros**: Quick transactions.
 - **Cons**: Not all e-wallets may be accepted.

4. **Checks**
 - **Processing Time**: 3-5 business days.
 - **Fees**: May incur processing fees.
 - **Availability**: Local checks accepted.
 - **Limits**: Minimum deposit of HKD 10,000.
 - **Pros**: Traditional method, widely accepted.
 - **Cons**: Slower processing time.

5. **Overseas Transfers**
 - **Processing Time**: 3-5 business days.
 - **Fees**: Varies; may include international transfer fees.
 - **Availability**: Available for international clients.
 - **Limits**: Minimum deposit of HKD 10,000.
 - **Pros**: Allows international clients to fund accounts.
 - **Cons**: Longer processing time and potential fees.

### Supported Currencies and Recommended Methods
Yuanta primarily supports deposits in **HKD**. For international clients, **USD** transfers may also be accepted, depending on the specific arrangements made. Recommended methods for speed and convenience include **credit/debit cards** and **e-wallets**.

---

## Yuanta Deposit Steps Explained

### Step-by-Step Deposit Procedure
1. **Login to Your Account**: Access your Yuanta account through the web or mobile app.
2. **Navigate to the Deposit Section**: Find the deposit option in the account dashboard.
3. **Select Your Preferred Method**: Choose from bank transfer, credit card, e-wallet, or check.
4. **Enter Deposit Amount**: Specify the amount you wish to deposit (minimum HKD 10,000).
5. **Confirm the Transaction**: Review the details and confirm the deposit.

### Mobile vs Web Differences
The deposit process is similar on both mobile and web platforms. However, the mobile app may offer a more streamlined interface for quick deposits.

### KYC Notes and Common Issues with Solutions
- **KYC Requirements**: Ensure all identification documents are verified to avoid delays.
- **Common Issues**: Mismatched account names or insufficient funds can cause transaction failures. Always double-check details before submitting.

### Typical Fund Crediting Times
Deposits via credit/debit cards and e-wallets are typically credited instantly, while bank transfers may take 1-3 business days.

---

## Yuanta Withdrawal Methods Overview

### Available Withdrawal Channels
1. **Bank Transfer**
 - **Processing Time**: 3-5 business days.
 - **Fees**: May incur bank fees.
 - **Limits**: Minimum withdrawal of HKD 1,000.
 - **Pros**: Secure and reliable.
 - **Cons**: Slower compared to other methods.

2. **Credit/Debit Card**
 - **Processing Time**: Up to 3 business days.
 - **Fees**: Generally free, but may vary by bank.
 - **Limits**: Minimum withdrawal of HKD 1,000.
 - **Pros**: Quick and convenient.
 - **Cons**: Limited to the amount deposited via card.

3. **E-Wallets**
 - **Processing Time**: 24 hours.
 - **Fees**: Usually low.
 - **Limits**: Minimum withdrawal of HKD 1,000.
 - **Pros**: Fast processing times.
 - **Cons**: Not all e-wallets may be available.

### Recommended Options by Cost and Speed
For the fastest and most cost-effective withdrawals, **e-wallets** are recommended due to their quick processing times and low fees.

---

## Yuanta Withdrawal Steps Explained

### Step-by-Step Withdrawal Instructions
1. **Login to Your Account**: Access your Yuanta account.
2. **Navigate to the Withdrawal Section**: Find the withdrawal option in your account dashboard.
3. **Select Your Withdrawal Method**: Choose from bank transfer, credit card, or e-wallet.
4. **Enter Withdrawal Amount**: Specify the amount you wish to withdraw (minimum HKD 1,000).
5. **Confirm the Transaction**: Review the details and confirm the withdrawal.

### ID Verification Requirements
To process withdrawals, you may need to verify your identity, especially for larger amounts. Ensure your KYC documents are up to date.

### Expected Fund Arrival Time
Funds transferred via e-wallets typically arrive within 24 hours, while bank transfers may take 3-5 business days.

### Typical Delay Reasons and Fixes
Delays may occur due to:
- **Insufficient KYC Verification**: Ensure all documents are submitted and verified.
- **Bank Processing Times**: Allow extra time for bank transfers, especially for international requests.

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## FAQs – Yuanta Deposits & Withdrawals

**What is the minimum deposit for Yuanta?** 
The minimum deposit for Yuanta is **HKD 10,000** for retail accounts.

**How long do withdrawals take?** 
Withdrawals can take **24 hours** for e-wallets and **3-5 business days** for bank transfers.

**Are there fees for deposits or withdrawals?** 
While most deposits are free, withdrawal fees may apply depending on the method used.

**Can the same method be used for both?** 
Yes, you can use the same method for both deposits and withdrawals, but some methods may have limitations.

**Are crypto or local methods supported?** 
Yuanta does not currently support cryptocurrency deposits or withdrawals but offers various local banking options.

Yuanta

Yuanta

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