Registering for a USI profile

The Investor Centre Hong Kong App is available to three types of users that hold or will hold securities administered by us: (1) individual holders, (2) joint holders, and (3) corporate holders. Shareholders should set up separate USI profiles for the holdings that you hold in different capacities.

The number of Computershare USI profiles an investor needs depends on how you hold securities. All holdings held by an individual (single-name) will require one USI profile. A joint holding will require a separate USI profile to represent that two or more persons are registered as the legal owner of the same shares . Corporate holdings will require a corporate USI profile to represent the holdings held by a corporate legal entity.

If you hold your securities in more than one capacity (e.g., both individual and joint), you will have separate USI profiles for each capacity.

The Investor Centre Hong Kong app is available in the Apple App Store and Google Play. Download the app and then simply register for a USI profile by following the intuitive guidance in the app. You will need your identity documents in order to register.

Hong Kong residents must use their Hong Kong Identity Cards to complete the registration. Non-Hong Kong residents can use a valid national identity document with English names issued by your local government authority.

If registration fails, please double-check the document details, including full name, and try again. If it still fails, use the support route provided in the app.

This is a security measure. Please contact us for assistance.

Using the app

The Investor Centre Hong Kong app lets you (1) view your Hong Kong-registered holdings managed by Computershare, (2) view the market value of your holdings (please note this is not a real-time valuation), (3) update your registered address, contact details (e.g., email) and payment preferences/bank instructions and (4) view documents and transaction history. Additional features, including transfer options with online stamp duty payment, will be available for eligible securities and holdings when USM launches.

In general, the certificate number is located in the upper middle section of your share certificate. Please note that some certificate layouts can vary.

Yes, you can and you will be able to see Hong Kong market value of the stock. Please note this is not a real-time valuation.

Yes, you can update your details including email, addresses and bank details in the ‘Account’ page on the app.

We take the privacy and security of investor information seriously and have robust systems and processes in place to safeguard your data. However, it is also important for shareholders to take responsibility for keeping their personal and login information safe. We recommend that you follow our fraud prevention tips and use secure practices to help protect your account.

If your mobile device support face/touch ID, you can manage your face/touch ID setting for login by going to ‘App Security’ under the ‘Account’ page. Please note, Face/touch ID is disabled by default.

You can delete your account in the ‘App Security’ page of the app. Once you do so, your username and password will be removed, and you’ll lose access to view and manage your shareholding(s) via our mobile app. Any data we have received from you before your deletion of the App will be retained and processed in accordance with our Personal Information Collection Statement and our privacy policies. Any holdings you have on a register of holders will remain unaffected. You will need to create a new account to access your holdings via our mobile app in future.

Others

No, you will be able to continue to use your newly registered Investor Centre Hong Kong app profile for USM.

Joint holdings require a separate USI profile and all joint holders will be asked to sign a USI profile application form to confirm the setup. Similarly, corporate holdings need a separate USI profile to represent the legal entity holding the securities and the corporate holder will be asked to show corporate authority (e.g. board resolutions) that gives an appropriate level of access to the corporate’s authorised user(s) of the app. With joint shareholder and corporate shareholder structures, we offer an in-person registration process to ensure all organisational requirements are properly addressed.

You will need to report the loss to us and complete the required actions. The good news is you can choose to dematerialise your shares when your company’s securities become participating securities in USM, and your shares will never be lost again.

If you hold shares in the same company under different names, you will need to consolidate your holdings so they are registered under a single name before linking your shares in the Investor Centre Hong Kong app. Please contact us for information on how to do this. This step ensures your investments are accurately reflected and managed within the app.

Yes, new features will be available when USM is launched to the Hong Kong market. We are already working on adding functionality including online transfers with redirection to online Stamp Duty payment, where applicable.

The Investor Centre Hong Kong app is only for managing holdings listed on the Hong Kong Stock Exchange. To manage holdings supported by Computershare in other countries, please register with Computershare in that market.

Glossary for investors

Registrars that have been approved by the SFC to fulfil an expanded set of responsibilities under USM

The verification and cancellation of existing paper certificates by ASRs, replaced by wholly digital title on the record of holders

The record of legal title holders of a security

A digital portal operated by Computershare for shareholders of more than 1,100 listed companies in Hong Kong managed by Computershare

Information collected from an individual, joint holder or corporate entity for the purposes of creation and maintenance of uncertificated securities on the ROH

A securities market where paper-based title instruments like share certificates are no longer issued, replaced by a wholly digital record of title