HSBCなど、香港の銀行口座を持っていて投資口座（Investment Account）を保有しているひとは、HKIRDの登録をしておかないと、今後株式の売買に制限がかかります。
投資口座を持っていない人には関係ありません。
投資口座を持っていても、株式の売買などしないひともこのリクエストには気付きにくいかもしれません。
The upcoming Hong Kong Investor Identification Regime and other regulatory initiatives require us to obtain your consent to pass your personal data to the Stock Exchange of Hong Kong and/or the Securities and Futures Commission. If we don’t have your consent, we will only be able to provide very limited Hong Kong Stocks services to you when HKIDR and other regulatory initiatives become effective. You can provide us with your consent via (a) HSBC Stock Trading Browser now or (b) via HSBC HK Easy Invest app or HSBC HK Mobile Banking app starting from mid-October 2022.
HSBCの場合、以下のHSBCサイトに英語ですがやり方が書いてあります。
Hong Kong Investor Identification Regime - HSBC HK
香港IDを持っていないひとはパスポートナンバーとタックスID（マイナンバー）の登録が必要です。
カルロス・ハッサンさんのブログに日本語の分かりやすい説明が出ていました。さすがです。
HSBC香港で香港投資者識別番号(Hong Kong Investor ID)を登録 – 旅人系投資家 カルロス・ハッサンの地球探訪 (carlos-hassan.com)
The Hong Kong Investor Identification Regime (HKIDR) will come into effect towards the end of Q4 2022 at the earliest, while the over-the-counter securities transaction reporting regime (OTCR) and Hong Kong Exchanges and Clearing Limited's (HKEX)'s new platform Fast Interface for New Issuance (FINI) for IPO applications will come into effect during Q2 2023 at the earliest.
The effective dates are subject to the Securities and Futures Commission (SFC) and HKEX further announcement.
Under the above regulatory initiatives, we'll need your consent to pass your personal data to SEHK, SFC, the issuer's share registrar, Hong Kong Securities Clearing Company Limited (HKSCC) and/or any parties involved in the IPO (where applicable). Otherwise, we will only be able to provide very limited Hong Kong Stocks services to you when the HKIDR, OTCR and FINI become effective.
How will these regulatory initiatives affect you?
HSBC will assign you a unique Broker-to-Client Assigned Number (BCAN) under the HKIDR. Each BCAN is mapped to your client identification data which includes your name; identity document issuing country or region, type and number. Separately, information about OTC securities transactions in ordinary shares and real estate investment trusts listed on SEHK as well as deposits and withdrawals of physical share certificates will be reported to the SFC under the OTCR.
As such, we'll need your consent to pass your personal data to the SEHK, SFC, the issuer's share registrar, HKSCC and/or any parties involved in the IPO (where applicable).
We encourage you to provide us with your consent for HKIDR, OTCR and FINI at your earliest convenience. If we do not have your consent, you won't be able to:
- make any purchases (including the Stocks Monthly Investment Plan) of Hong Kong Stocks when the HKIDR is effective
- make transfer-in instructions including deposit of physical share certificates of Hong Kong Stocks when OTCR is effective
- make IPO applications for Hong Kong stocks after HKEx's new platform Fast Interface for New Issuance (FINI) for IPO applications become effective
For more details regarding HKIDR, OTCR and FINI, please refer to the SFC's and the HKEx's websites.
You can also refer to the below video ('Unlocking Investor ID') produced by SFC to learn more about HKIDR.