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What onboarding information is required for a family office?
What's a family office? Family offices are entities set up to facilitate trading, investing, or other financial transactions using the personal wealth of the companies’ ultimate beneficial owners.Who are the key persons for a family office?Published on Oct 13, 2023Updated on May 29, 202670How do I know what my institution type is?
Corporate secretary: The corporate secretary or governance officer is responsible for maintaining institution records and can provide information about your institution's legal structure. Compliance officer: If your institution has a compliance department, the compliance officer can assist with regulatory compliance matters and confirming institution classification.Published on Oct 13, 2023Updated on May 29, 20261How do I determine my company type and understand which documents I need to prepare?
Corporate secretary: The corporate secretary or governance officer is responsible for maintaining institution records and can provide information about your institution's legal structure. Compliance officer: If your institution has a compliance department, the compliance officer can assist with regulatory compliance matters and confirming institution classification.Published on Oct 13, 2023Updated on May 29, 2026147What onboarding information is required for the non-profit organization (NPO)?
Corporate officers: Persons with significant responsibility to control, manage or direct the NPO including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the NPO.Published on Oct 13, 2023Updated on May 29, 202671What onboarding information is required for a fund?
including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on Oct 13, 2023Updated on May 29, 2026125What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution.Published on Oct 13, 2023Updated on May 29, 2026233What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution.Published on Oct 13, 2023Updated on May 29, 20262What onboarding information is required for a Publicly Traded Company?
Corporate officers: Persons with significant responsibility to control, manage, or direct the publicly traded company including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company.Published on Oct 13, 2023Updated on May 29, 202679How do I back up my wallet to iCloud, Google Drive and Huawei Cloud?
Insufficient cloud storage: Ensure there's enough available storage in your cloud drive. You may need to clear some space before trying again. HMS Core components (Huawei devices only): If you're using a Huawei device, make sure HMS Core is installed and updated to the latest version via AppGallery. After confirming the above, try backing up your wallet again. Visit OKX wallet FAQ or contact our OKX Assistant for further assistance.Published on Jan 12, 2023Updated on May 29, 20269,725What onboarding information is required for the government-owned enterprise?
enterprise, including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on Oct 13, 2023Updated on May 29, 202663What onboarding information is required for a privately owned company?
To register as a privately owned operating company, you need to provide the information of: At least one corporate officer/manager: Persons with significant responsibility to control, manage, or direct the privately owned company including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other person who regularly performs similar functions.Published on Oct 13, 2023Updated on May 29, 2026285Which types of institutions are supported by OKX?
Privately owned financial Institution Privately owned company Fund Family office (private investment vehicle) Non-profit organization Trust Government-owned enterprise Publicly traded company If you're wondering about your type of institution, learn more about it here.Published on Jan 29, 2025Updated on May 29, 202649How can I troubleshoot web or app issues?
If you're unable to take screenshots in the desktop app, you may right-click on an empty area of the desktop app and enable screen sharing protection.Other issues If you experience issues while using the OKX website or app, please try the following troubleshooting steps first:Use an incognito browser Try accessing OKX using Incognito mode in your browser.Clear cache or DataFor Android Go to Settings > Apps > OKX app > Storage. Select Clear Cache first.Published on Feb 11, 2026Updated on Jun 2, 202613How do I trade perpetual futures on OKX?
After choosing the margin type, you can select the trading pair using the filters located at the top of the page (for example, All for all available trading pairs, Top for the most popular trading pairs, DeFi for trading pairs with DeFi tokens, Storage for pairs with decentralized storage coins, or Alts for trading pairs with altcoins). Alternatively, you can scroll or search for the asset you want to trade.Published on Mar 25, 2024Updated on Jun 2, 2026133How can the OKX NFT Marketplace keep your NFT investments secured?
With state-of-the-art encryption, multi-factor authentication, and cold storage for digital assets, OKX is at the forefront of NFT security.Multichain integration OKX NFT Marketplace stands out as a multi-chain platform, supporting various blockchain networks. This multi-chain approach allows users to diversify their NFT portfolio while still enjoying the same high level of security and safety. No matter which blockchain you prefer, OKX is committed to protecting your assets.Published on Nov 10, 2023Updated on May 29, 202620