Account Opening Form
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