Form Download

ACCOUNT OPENING INFORMATION (INDIVIDUAL ACCOUNT / JOINT ACCOUNT)

  • Account Opening Information Form
  • W-8BEN Form
  • Client Master Agreement
  • CRS Individual Self-Certification Form

ACCOUNT OPENING INFORMATION (COMPANY ACCOUNT)

  • Corporate Account Opening Information Form
  • Board Resolutions
  • Client Master Agreement
  • Letter of Guarantee
  • W-8BEN-E FORM
  • Company account (Off Shore Company) Documents Checklist
  • Company account (Hong Kong Registered Company) Documents Checklist
  • CRS Entity Self-Certification Form
  • CRS Controlling Person Form

SETTLEMENT INFORMATION

  • Standing Settlement Instruction
  • Fund Withdrawal / Deposit Form
  • Securities Settlement Instruction

OTHER

  • Authorisation Letter For Third Party To Operate Account
  • Application for Subscription of Initial Public Offer & IPO Financing
  • Electronic Trading Service & Real Time Stock Quotes Services / Termination Form
  • Account Particulars Amendment Form
  • Client Master Agreement

SERVICE CHARGE

  • Fee Schedule