Account Opening Form
Customer Instruction Form
- Standing Authority (Client Money) Form
- Board Resolution and Transaction Authorization Letter (Applicable to institutional clients)
- Opt Out Trade Notification Form
- Declaration on Related Margin Financing Account
- Personal Information Collection Statement concerning Northbound China Connect Orders
- W-8BEN Form (Individual client) / Sample
- W-8BEN Form (Corporate client)
- W-8IMY Form (Institutional client)
- Real Time Quote Form
- HKIDR - Update of CID form
- HKIDR - Personal Information Collection Statement form
- Client Profile Confirmation Form (For Corporate Account)
- Client Profile Confirmation Form (For Individual & Joint Account)