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Institutional Services

- Global Markets, Diverse Offerings - Technology Empowered, Efficient Trading - Customized Services, Trustworthy Partner
Client Assets (HKD)*
973.9 Billion
Quarterly Trading Volume (HKD)*
3.59 Trillion
Wealth Management AUM (HKD)*
163.2 Billion
S&P Global Credit Ratings**
BBB
Data Source:
*Futu Q2 2025 Financial Results.**The rating information is excerpted from Futu's disclosures in 2022

Who We Serve

Providing exclusive solutions for various institutional clients
  • Family Offices
  • Broker-Dealers and Banks
  • External Asset Managers (EAM)
  • Secondary Market Private Fund
  • Asset Management Institutions
  • Public Mutual Funds
  • Primary Market Private Fund
  • Insurance Asset Management
  • Proprietary Trading Firms
  • BVI/Cayman Companies

Our Services

Catering to diverse needs of institutional clients, making institutional trading easier and more efficient

One-Stop Institutional Account Services

  • Adapt master and sub-account frameworks with tailored authorizations to suit institutional needs.
  • Simplify management across multiple accounts and fine-tune sub-accounts for optimal asset oversight.
  • Leverage the account delegation feature to link effortlessly with designated institutions.
  • Skip paper forms and open your institutional account online with a simple click.
  • Use our online system to submit details and track your account setup in real time.
  • Our consultants are here to guide you through a fast, secure setup process.
  • House Account Model: Manage several sub-accounts under one master account, each with dedicated risk controls. View Diagram ›
  • Client Account Model: Create separate accounts for institutions and clients. Initiate online delegation to handle client accounts efficiently. View Diagram ›
  • Agency Model: Open client sub-accounts under your institution after submitting required authorizations. These accounts are kept separate from institutional sub-accounts. View Diagram ›

Global Market Trading Categories

Diverse Investment Options
US markets
Stocks | Options | OTC ADRs | ETFs
HK markets
Stocks | Options | Warrants | CBBCs | ETFs | Cryptos
Japanese markets
Stocks | ETFs, Leveraged ETFs
Singapore markets
Stocks | ETFs, REITs
China A-shares
Shanghai-Hong Kong Stock Connect | Shenzhen-Hong Kong Stock Connect
Funds
MMFs | Short-Term Investments | Bond Funds | Equity Funds | Mixed Funds | Private Equity Funds
Futures
A50 Futures | Hang Seng Index Futures | CME Futures | SGX Futures | Osaka Exchange Futures
Bonds
Corporate Bonds | Municipal Bonds | Financial Bonds | Government Bonds

Intelligent Institutional Trading Platform

Professional Market Data
  • Real-time quote updates Diverse trading categories
  • First to offer US stock overnight trading Active IPO grey market
Innovative Trading Capabilities
  • Margin trading services
  • IPOs, Futu grey market, US IPOs (PI)
  • Online block trading platform
Flexible Margin Solutions
  • Cross-currency trading, leverage margin trading, and short sales
  • Robust risk control system
Efficient Batch Order Placement
  • Pre-trade allocation
  • Cross-platform compatibility
  • High-performance order system
Advanced Order Types
  • Intelligent conditional orders Algorithmic strategies Options strategies
Universal Trading Access
  • Futubull desktop Futubull APP Futu Open API Futu FIX IN WebPortal
DVP Settlement
  • Flexible asset trading Streamlined credit process Safer DVP settlement

WebPortal for Institutional Management

Efficient Client Management
  • Access client profiles and manage leads.
  • Invite clients to open accounts online.
Tailored Role Management
  • Customize access based on specific roles.
  • Manage accounts across different platforms.
Automated Billing
  • Choose from templates for different fee types, such as management and performance fees.
  • Automate fee calculations and collections, complemented by an option for manual checks.
Dynamic Report Tools
  • Generate multi-dimensional reports for reconciliation and analysis.
  • Search, export, and automatically push reports as scheduled.
In-Depth Portfolio Insights
  • Monitor and analyze investment portfolios from various angles.
Digital Transaction Approval
  • Customize trading, cash flow limits, and approval workflows.
  • Employ standardized Maker-Checker principles.
Immediate Risk Alerts
  • Monitor positions with automated systems that alert to risks instantly.
Optimized Order Management
  • Place batch orders with a single click for multiple accounts.
  • Easily review and analyze past orders.

Why Choose Futu

Professional Teams at Your Service

Securities Trading Team
Core members with top certifications (CFA, CPA) from leading global and local financial institutions.
1+2 Exclusive Service Team
One dedicated staff and two expert advisors (a trader and a wealth management consultant) for each institutional client.
Legal & Accouting Team
Core members from renowned accounting and law firms, experienced in finance, tech, and major projects.
Product Development Team
Core members from top internet companies with over 10 years of experience.
Customer Service Team
Experienced staff available online full-time on trading and non-trading days, offering multilingual and cross-time zone support.

Specialized Services for Comprehensive Support

Hong Kong and U.S. Listed Company Services
ESOP Scheme Design | ESOP Management | Trust Setup | IPO Retail Distribution | International Placement | Friends and Family Shares | Application Period Corporate Promotion | Investor Relations IR & PR
Shareholder Services for Corporations
Stock Repurchase | Stock Lock-up Expiration | Shareholder Increase | Shareholder Decrease | Institutional Exit | Third-party Share Transfer | Physical Stock Digitization | Block Trade
Wealth Management Solutions
Diverse Offerings: Public Offer Funds | Private Funds | Structured Notes
Cash Management Tools: Principal Guaranteed Notes | Money Market Instruments | Fixed Income | Bond Matching Services
Outstanding Advantages: Competitive Fees | Low Entry Barriers | Private Banking Level Investment Advisory Services

Industry-Recognized

Our institutional service capabilities have been recognized with multiple authoritative awards
2024 INB Fund - Outstanding Fund Technology Service Award
The 6th Golden Central Financial Institution List - Best Overall Performance
Capital Magazine - Outstanding Technological Innovation Private Wealth Management Agency Award
2023 HKEJ Financial Services Awards of Excellence
2023 Four Investment Awards from Chicago Mercantile Exchange
Hong Kong 01 - Outstanding IPO Underwriter for Hong Kong Stocks
Contact US
Explore our institutional service offerings and seize investment opportunities
Disclaimer
The above content should not be regarded as an offer, solicitation, invitation, or recommendation to buy or sell any investment products or the basis for investment decisions, nor should it be construed as professional advice. Investment involves risks. Before making any investment decisions, clients should fully understand the risks and the characteristics and consequences of relevant laws, taxes, and accounting, decide whether the investment is in accordance with their individual financial situations and investment goals and whether they can endure relevant risks based on their personal circumstances, and seek appropriate professional advice when necessary.
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Apply Now
Hong Kong
+852 2301 8999(Ext.5300)
enquiry@futuie.com
Official Account
Customer Service
Home IPO Distribution IR & PR
ESOP
ESOP Services
ESOP Trust
Institutional Services
Comprehensive Institutional Services
Resources
Events
Insights
About Us
The licensing information in relation to companies within Futu Group is as follows:
Futu Securities International (Hong Kong) Limited
· Has 20 licenses and participantship in providing clients with reliable securities trading services.
· Hong Kong, China: a licensed corporation regulated by the Securities and Futures Commission of Hong Kong (CE No. AZT137) , which obtained Type 1 License for Dealing in Securities, Type 2 License for Dealing in Futures Contracts, Type 3 License for Leveraged Foreign Exchange Trading, Type 4 License for Advising on Securities, Type 5 License for Advising on Futures Contracts, Type 7 License for Providing Automated Trading Services, Type 9 License for Asset Management, being registered as MPF Intermediary, SEHK Participant, HKSCC Direct Clearing Participant, SEHK China Connect Exchange Participant, HKSCC China Connect Clearing Participant, SEHK Options Trading Exchange Participant, SEOCH Direct Clearing Participant, HKFE Futures Commission Merchant, and HKCC Clearing Participant.
· Europe: Is members of London Stock Exchange and Turquoise.
· Singapore: Is Trading Members of Singapore Exchange Securities Trading Limited and Singapore Exchange Derivatives Trading Limited.
Futu Trustee Limited
· Holder of Trust or Company Service Provider Licence (Licence No. TC006475).
Futu Lending Limited
· Holder of Money Lenders Licence (Licence No. 1917/2022).
Moomoo Financial Inc.
· A broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) (CRD: 283078/SEC: 8-69739), and a member in good standing of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).Futu Clearing Inc.
Futu Clearing Inc.
· A broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) (CRD: 298769/SEC: 8-70215), a member in good standing of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), as well as a member of Depository Trust Company (DTC), a member of National Securities Clearing Corporation (NSCC) and the Options Clearing Corporation (OCC).
Futu Futures Inc.
· A licensed entity registered with the National Futures Association (NFA) (NFA ID: 0523957) and regulated by the National Futures Association (NFA) and the Commodity Futures Trading Commission (CFTC).
Moomoo Financial Singapore Pte. Ltd.
· Registered with the Monetary Authority of Singapore (MAS), Futu SG is a Capital Markets Services Licence (Licence No. CMS101000) holder with the Exempt Financial Adviser Status. Futu SG has also received all SGX's memberships. Futu SG has been admitted as Clearing Member of The Central Depository (Pte) Ltd (CDP) , Trading Member of Singapore Exchange Securities Trading Limited (“SGX-ST”), Trading and Clearing Member of Singapore Exchange Derivatives Trading Limited (“SGX-DT”), and Depository Agent of CDP.
Futu Trustee (Singapore) Pte. Ltd.
· A Singapore trust company licensed by the Monetary Authority of Singapore to carry on trust business and services (Licence Number: No.TC000074).
Moomoo Securities Australia Ltd.
· A securities dealer registered with and regulated the Australian Securities and Investments Commission (ASIC). Futu AU holds the Australian Financial Services Licence (Licence No. 224663).
Copyright © 2023 FUTU. All Rights Reserved.
  • Home
  • IPO Distribution
  • IR & PR
  • ESOP
  • Institutional Services
  • Resources
  • About Us

Institutional Services

- Global Markets, Diverse Offerings
- Technology Empowered, Efficient Trading
- Customized Services, Trustworthy Partner
Client Assets (HKD)*
973.9 Billion
Quarterly Trading Volume (HKD)*
3.59 Trillion
Wealth Management AUM (HKD)*
163.2 Billion
S&P Global Credit Ratings**
BBB
*Futu Q2 2025 Financial Results.**The rating information is excerpted from Futu's disclosures in 2022
  • Home
  • IPO Distribution
  • IR & PR
  • ESOP
  • Institutional Services
  • Resources
  • About Us

Who We Serve

Providing exclusive solutions for various institutional clients
  • Family Offices
  • Broker-Dealers and Banks
  • External Asset Managers (EAM)
  • Secondary Market Private Fund
  • Asset Management Institutions
  • Public Mutual Funds
  • Primary Market Private Fund
  • Insurance Asset Management
  • Proprietary Trading Firms
  • BVI/Cayman Companies

Our Services

Catering to diverse needs of institutional clients, making institutional trading easier and more efficient

One-Stop Institutional Account Services

All-In-One Univeral Account
  • 1、Adapt master and sub-account frameworks with tailored authorizations to suit institutional needs.
  • 2、Simplify management across multiple accounts and fine-tune sub-accounts for optimal asset oversight.
  • 3、Leverage the account delegation feature to link effortlessly with designated institutions.
Instant Online Account Opening
  • 1、Skip paper forms and open your institutional account online with a simple click.
  • 2、Use our online system to submit details and track your account setup in real time.
  • 3、Our consultants are here to guide you through a fast, secure setup process.
Flexible Account Solutions
  • 1、House Account Model: Manage several sub-accounts under one master account, each with dedicated risk controls. View Diagram ›
  • 2、Client Account Model: Create separate accounts for institutions and clients. Initiate online delegation to handle client accounts efficiently. View Diagram ›
  • 3、Agency Model: Open client sub-accounts under your institution after submitting required authorizations. These accounts are kept separate from institutional sub-accounts. View Diagram ›

Global Market Trading Categories

Diverse Investment Options
US markets
Stocks | Options | OTC ADRs | ETFs
HK markets
Stocks | Options | Warrants | CBBCs | ETFs | Cryptos
Japanese markets
Stocks | ETFs, Leveraged ETFs
Singapore markets
Stocks | ETFs, REITs
China A-shares
Shanghai-Hong Kong Stock Connect | Shenzhen-Hong Kong Stock Connect
Bonds
Corporate Bonds | Municipal Bonds | Financial Bonds | Government Bonds
Futures
A50 Futures | Hang Seng Index Futures | CME Futures | SGX Futures | Osaka Exchange Futures
Funds
MMFs | Short-Term Investments | Bond Funds | Equity Funds | Mixed Funds | Private Equity Funds

Intelligent Institutional Trading Platform

Professional Market Data
Real-time quote updates Diverse trading categories First to offer US stock overnight trading Active IPO grey market
Innovative Trading Capabilities
Margin trading services IPOs, Futu grey market, US IPOs (PI) Online block trading platform
Flexible Margin Solutions
Cross-currency trading, leverage margin trading, and short sales Robust risk control system
Efficient Batch Order Placement
Pre-trade allocation Cross-platform compatibility High-performance order system
Advanced Order Types
Intelligent conditional orders Algorithmic strategies Options strategies
Universal Trading Access
Futubull desktop Futubull APP Futu Open API Futu FIX IN WebPortal
DVP Settlement
Flexible asset trading Streamlined credit process Safer DVP settlement

WebPortal for Institutional Management

Efficient Client Management
  • Access client profiles and manage leads.
  • Invite clients to open accounts online.
Tailored Role Management
  • Customize access based on specific roles.
  • Manage accounts across different platforms.
Automated Billing
  • Choose from templates for different fee types, such as management and performance fees.
  • Automate fee calculations and collections, complemented by an option for manual checks.
Dynamic Report Tools
  • Generate multi-dimensional reports for reconciliation and analysis.
  • Search, export, and automatically push reports as scheduled.
In-Depth Portfolio Insights
  • Monitor and analyze investment portfolios from various angles.
Digital Transaction Approval
  • Customize trading, cash flow limits, and approval workflows.
  • Employ standardized Maker-Checker principles.
Immediate Risk Alerts
  • Monitor positions with automated systems that alert to risks instantly.
Optimized Order Management
  • Place batch orders with a single click for multiple accounts.
  • Easily review and analyze past orders.

Why Choose Futu

Professional Teams at Your Service

Securities Trading Team
Core members with top certifications (CFA, CPA) from leading global and local financial institutions.
1+2 Exclusive Service Team
One dedicated staff and two expert advisors (a trader and a wealth management consultant) for each institutional client.
Legal & Accouting Team
Core members from renowned accounting and law firms, experienced in finance, tech, and major projects.
Product Development Team
Core members from top internet companies with over 10 years of experience.
Customer Service Team
Experienced staff available online full-time on trading and non-trading days, offering multilingual and cross-time zone support.

Specialized Services for Comprehensive Support

Hong Kong and U.S. Listed Company Services
  • ESOP Scheme Design | ESOP Management | Trust Setup | IPO Retail Distribution | International Placement | Friends and Family Shares | Application Period Corporate Promotion | Investor Relations IR & PR
Shareholder Services for Corporations
  • Stock Repurchase | Stock Lock-up Expiration | Shareholder Increase | Shareholder Decrease | Institutional Exit | Third-party Share Transfer | Physical Stock Digitization | Block Trade
Wealth Management Solutions
  • Diverse Offerings: Public Offer Funds | Private Funds | Structured Notes
  • Cash Management Tools: Principal Guaranteed Notes | Money Market Instruments | Fixed Income | Bond Matching Services
  • Outstanding Advantages: Competitive Fees | Low Entry Barriers | Private Banking Level Investment Advisory Services

Industry-Recognized

Our institutional service capabilities have been recognized with multiple authoritative awards
2024 INB Fund - Outstanding Fund Technology Service Award
The 6th Golden Central Financial Institution List - Best Overall Performance
Capital Magazine - Outstanding Technological Innovation Private Wealth Management Agency Award
2023 HKEJ Financial Services Awards of Excellence
2023 Four Investment Awards from Chicago Mercantile Exchange
Hong Kong 01 - Outstanding IPO Underwriter for Hong Kong Stocks
Contact US
Explore our institutional service offerings and seize investment opportunities
Disclaimer
The above content should not be regarded as an offer, solicitation, invitation, or recommendation to buy or sell any investment products or the basis for investment decisions, nor should it be construed as professional advice. Investment involves risks. Before making any investment decisions, clients should fully understand the risks and the characteristics and consequences of relevant laws, taxes, and accounting, decide whether the investment is in accordance with their individual financial situations and investment goals and whether they can endure relevant risks based on their personal circumstances, and seek appropriate professional advice when necessary.
Official Account
Customer Service
Hong Kong：
+852 2301 8999(Ext.5300)
enquiry@futuie.com
* 1.Services provided by licensed subsidiaries of Futu Group
  2.Only available to companies established/ intended to be established in China mainland
  3.Subscription amount through Futu during IPO
  4.Fully licensed in mainstream financial markets
The licensing information in relation to companies within Futu Group is as follows:
Futu Securities International (Hong Kong) Limited
· Has 20 licenses and participantship in providing clients with reliable securities trading services.
· Hong Kong, China: a licensed corporation regulated by the Securities and Futures Commission of Hong Kong (CE No. AZT137) , which obtained Type 1 License for Dealing in Securities, Type 2 License for Dealing in Futures Contracts, Type 3 License for Leveraged Foreign Exchange Trading, Type 4 License for Advising on Securities, Type 5 License for Advising on Futures Contracts, Type 7 License for Providing Automated Trading Services, Type 9 License for Asset Management, being registered as MPF Intermediary, SEHK Participant, HKSCC Direct Clearing Participant, SEHK China Connect Exchange Participant, HKSCC China Connect Clearing Participant, SEHK Options Trading Exchange Participant, SEOCH Direct Clearing Participant, HKFE Futures Commission Merchant, and HKCC Clearing Participant.
· Europe: Is members of London Stock Exchange and Turquoise.
· Singapore: Is Trading Members of Singapore Exchange Securities Trading Limited and Singapore Exchange Derivatives Trading Limited.
Futu Trustee Limited
· Holder of Trust or Company Service Provider Licence (Licence No. TC006475).
Futu Lending Limited
· Holder of Money Lenders Licence (Licence No. 1917/2022).
Moomoo Financial Inc.
· A broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) (CRD: 283078/SEC: 8-69739), and a member in good standing of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).Futu Clearing Inc.
Futu Clearing Inc.
· A broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) (CRD: 298769/SEC: 8-70215), a member in good standing of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), as well as a member of Depository Trust Company (DTC), a member of National Securities Clearing Corporation (NSCC) and the Options Clearing Corporation (OCC).
Futu Futures Inc.
· A licensed entity registered with the National Futures Association (NFA) (NFA ID: 0523957) and regulated by the National Futures Association (NFA) and the Commodity Futures Trading Commission (CFTC).
Moomoo Financial Singapore Pte. Ltd.
· Registered with the Monetary Authority of Singapore (MAS), Futu SG is a Capital Markets Services Licence (Licence No. CMS101000) holder with the Exempt Financial Adviser Status. Futu SG has also received all SGX's memberships. Futu SG has been admitted as Clearing Member of The Central Depository (Pte) Ltd (CDP) , Trading Member of Singapore Exchange Securities Trading Limited (“SGX-ST”), Trading and Clearing Member of Singapore Exchange Derivatives Trading Limited (“SGX-DT”), and Depository Agent of CDP.
Futu Trustee (Singapore) Pte. Ltd.
· A Singapore trust company licensed by the Monetary Authority of Singapore to carry on trust business and services (Licence Number: No.TC000074).
Moomoo Securities Australia Ltd.
· A securities dealer registered with and regulated the Australian Securities and Investments Commission (ASIC). Futu AU holds the Australian Financial Services Licence (Licence No. 224663).

Copyright © 2023 FUTU. All Rights Reserved.