Excalibur

General Information

Excalibur Global Financial Group Limited (short for “Excalibur”) was established in 1994 to provide with futures and securities trading services. Its holding company, Excalibur Global Financial Holdings Limited (Stock Code:08350) was listed on the Growth Enterprise Market of the Stock Exchange of Hong Kong Limited on January 2018, and it was licensed with the SFC in various activities (Type 1, 2, 4 &5).

Products & Services

With Excalibur, investors can choose from a series of financial derivatives, such as Futures, Stocks, Stock Options, as well as other services.

Account Types

Two types of trading accounts are available:

• Individual Account

• Institutional Account

Trading Fees

Excalibur clearly lists trading fees for trading on each market, such as HK stock Market, Index Futures/Options, Securities Options. You check out the fee schedule below:

How to open an account with Excalibur？

The channels provided for account opening: Online Application, Appointment for Account Opening and Apply in Peron.

Some account opening procedures to follow:

1. Complete the entire downloaded “Account Opening Form” and insert N/A wherever not applicable.

2. Read the terms & conditions within the “Customer Agreement Form” Plus “Supplementary Agreement for Electronic Trading” (if applicable).

3. Sign and date both the “Account Opening Form” and “Customer Agreement Form”. An authorized Excalibur employee or professional e.g. accountant, solicitor or banker, may be your witness when signing the forms.

4. Submit the completed “Account Opening Form” and “Customer Agreement Form” together with these supporting documents. You may mail/hand it into this companys office or pass it to your account executive.

Here are some details for opening account for individual/Joint Account and Corporate Account:

Trading Platform

What Excalibur provides is not the MT4 or MT5 trading platform. Please be aware of the risk.

Deposit & Withdrawal

When it comes to deposits and withdrawals, clients could fund their accounts by deposit fund to designated bank accounts via methods listed below (all funds available for trading after confirmation from banks and Excalibur):

• Deliver the cheques to this companys office in person (all cheques received after 4:00 pm will be processed on next working day).

• Phone banking/ATM deposits/Bank Counter Cash or cheques deposits

• CHATS (for Hong Kong Clients)

• Telegraph Transfer (T/T) (for overseas clients)

• Internet Banking or Fast Payment Service (FPS)

Concerning withdrawals, clients could withdraw fund from their accounts held in Excalibur via method listed below:

• Online through CSOne (Tutorial for withdraw request)

• Filling the withdrawal request form (Click here to download form)

1. Obtain withdrawal form (Clients could download the form or request by phone/email)

2. Please fill in Account name, Account number, Account type, Withdrawal amount, Name of bank and Bank account number. For clients having more than one account, clear identification must be made on which account types (futures / stock options / securities) for withdrawal instructions. Delay may occur of the information is incomplete.

3. Sign on the form (in accordance with the signature specimen)

4. Send the completed and signed withdrawal form to our Accounting Department via email (accounting@excalibur.com.hk), Whatsapp ((852) 6356-6302) or fax ((852) 2526 0618).

Customer Support

Clients with any inquiries or trading-related issues can get in touch with this Excalibur through the following contact channels:

Telephone: (852) 2526 0388

Email: cs@excalibur.com.hk

Or you can also reach out to this brokerage house on Facebook, Instagram, Whatsapp, Wetchat, Sina, etc.

Registered Company Address: Unit 3711, 37/F, West Tower, Shun Tak Centre, 168-200 Connaught Road Central, Sheung Wan, Hong Kong

Risk Warning

Trading leveraged products such as forex, cryptocurrencies and derivatives may not be suitable for all investors as they carry a high degree of risk to your capital. Please ensure that your fully understand the risks involved, taking into account your investments objectives and level of experience.

The information presented in this article is intended solely for reference purposes.

Pros & Cons

Frequently Asked Questions

What products and services does Excalibur offer？

Excalibur provides access to Futures, Stocks, Stock Options.

I have multiple accounts, do I only need to pay one fee？

The data service of HKEx is charged per account. If the client has two futures acccounts and both accounts use DS charging market data, HKEx will charge for two users.

What kind of trading account can Excalibur Provide？

Thetre are four trading accounts available: Futures Account, Stocks Options Account, Cash stock account, Margin Stock Account.

Will there be interest on the account？

Customer owes:

Customer Deposit

How long does it take from account opening to account activation？

When all valid documents are received, it will take effect in about three working days.