The process of transferring stocks from Kaisa Financial Group to Longbridge mainly involves two steps: submitting a transfer-in request to Longbridge and submitting a transfer-out request to Kaisa Financial Group. Below are the detailed descriptions for these two steps.

1. Submitting a transfer-in request to Longbridge

Step 1. Go to the Longbridge App > Portfolio > Transfer to submit a transfer-in application. If you have already deposited funds, select Portfolio > More > Share Transfer-In.

Step 2. Fill in stock transfer details.

(1) Fill in the information of the transfer-out broker and your account information at that broker. Click Next after finishing.

(2) Enter the details of the stocks to be transferred into Longbridge. After confirming the details are correct, click Next.

Please note: Longbridge now supports entering the cost price per share (optional).

• If not entered: The cost price per share will be calculated based on the closing price on the day the transfer is completed.
• If you need to enter: Please enter the cost price you actually want to display. After the transfer is completed, profits and losses will be calculated based on the cost price you entered.
• The cost price cannot be modified once it is entered. If you have any questions, please contact customer service.

Step 3. Confirm the information and submit the application. Check the information such as the transfer-out broker, stock code, and number of shares, and submit the application if correct. If there are any errors or omissions, please go back to modify.

2. Submitting a transfer-out request to Kaisa Financial Group

Step 1. Fill in the transfer request form. Please click here to download the form.

Longbridge information (Hong Kong stocks):

Longbridge information (US stocks):

Notes: The information used for Hong Kong stock transfer-in differs from that for US stock transfer-in. When transferring US stocks, please use the information for US stocks.

An example of the form is as follows:

After filling in the form, take a clear photo of it. Then, send the photo to Kaisa customer service at cs@kaisafin.com using the email address you registered with Kaisa Financial.

Step 2. Write an email to Kaisa to initiate a transfer request.

To: cs@kaisafin.com

Subject: Share Transfer-Out Request

Dear Sir/Madam, please find my share transfer-out form attached and proceed as soon as possible.

I have notified Longbridge to receive my shares. If you have any questions, please contact me at 1XXXXXXXXXX (your mobile number).

Attachment: Photo of the completed transfer form.

Kaisa customer service will contact you by phone within 1–3 working days after you send the email (please be prepared to answer calls from Hong Kong) to verify your identity and confirm your intention to transfer.

Notes:

1. Stock transfers between different brokers are limited to transfers between accounts under the same name.
2. Fees for stock transfer: Longbridge does not charge any fees. Fees may be charged by the broker who transfers the stock out.
3. Time required for stock transfer: The processing time depends on the other broker. Once the other broker transfers the stocks out, Longbridge will deposit them into your account within 1–2 working days.

Disclosures

This article is for reference only. The required confirmation information shall be subject to the actual display. The information in the guide above is for illustrative purposes only.

This article does not constitute any investment advice.