Download Forms

Individual Account Opening Documents

Account Opening Form (Individual/ Joint Account)

Self-Certification Form – Individual

Cash Trading Agreement

Internet Securities Trading Agreement

The Personal Data (Privacy) Ordinance Of Hong Kong

Client Consent Under The HKIDR And OTCR

Anti-money Laundering And Anti-terrorist Financing Questionnaire

W-8BEN Instruction

Client Money Standing Authority

Individual/Corporate Professional Investor Assessment Form

Company Account Opening Documents

Account Opening Form (Corporate)

Self-Certification Form – Entity

Self-Certification Form – Controlling Person

Cash Trading Agreement

Internet Securities Trading Agreement

The Personal Data (Privacy) Ordinance Of Hong Kong

Client Consent Under The HKIDR And OTCR

Anti-money Laundering And Anti-terrorist Financing Questionnaire

W-8BEN Instruction

Client Money Standing Authority

Letter Of Guarantee

Individual/Corporate Professional Investor Assessment Form

Other documents

Change Of Client’s Information Instruction Form (Corporate)

Change Of Client Information (Personal)

Client Withdrawal Instruction Form

Application For Closure / Suspend Of Account

SI / ISI Instruction Form