Form Download

Account Opening Form

• Individual Account
• Corporate Account
• Securities Trading Agreement
• Futures Trading Agreement
• Amendment to Securities Trading Agreement
• Amendment to Futures Trading Agreement

 

 

Customer Instruction Form

• Standing Authority (Client Money) Form
• 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-8BEN Form (Institutional client)
• Real Time Quote Form
• HKIDR - Update of CID form
• HKIDR - Personal Information Collection Statement form

 

 

 

 

 

 

Common Reporting Standard Ordinance (CRS)

• Self-Certification Form - Individual
• Self-Certification Form - Entity
• Self-Certification Form - Controlling Person
• Meaning of the terms and expressions used in Self-Certification Forms

 

 

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