Customer Service
Forms Download
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Individual AccountTrading Agreement(Securities)
Product Risk Disclosure Statements
Trading Authorization
Disclosure of Related Accounts (for Margin Account)
Loan Facility Letter (for Margin Account)
Supplementary Risk Disclosure of Shanghai-Hong Kong/Shenzhen-Hong Kong Stock Connect
Personal Information Collection Statement concerning Northbound China Connect Orders
Self-Certification Form – Individual/Joint Accounts
FATCA Declaration for Individual/Joint Accounts
Client Consent under the Investor Identification and Over-the-counter Securities Transactions Reporting Regime
US Stock Trading Services Application Form
Supplemental Agreement for US Stock Trading Services
W-8BEN
Account Opening Form (Individual Account)
Trading Agreement Terms and Condition(Futures)
Transfer Authorization
Margin Control Policies
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Corporate AccountTrading Agreement
Authorization and Indemnity in respect of Telephone, Fax & Telex Instructions
Letter of Guarantee
Product Risk Disclosure Statements
Trading Authorization
Disclosure of Related Accounts (for Margin Account)
Loan Facility Letter (for Margin Account)
Supplementary Risk Disclosure of Shanghai-Hong Kong/Shenzhen-Hong Kong Stock Connect
Personal Information Collection Statement concerning Northbound China Connect Orders
Account Opening Form (Corporate Account)
US Stock Trading Services Application Form
Supplemental Agreement for US Stock Trading Services
Account Opening Form (Corporate Account)(Futures)
Trading Agreement Terms and Condition(Futures)
Transfer Authorization
Margin Control Policies
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OtherSelf-Certification Form – Individual/Joint Accounts
Self-Certification Form – Corporate Accounts
Self-Certification Form – Controlling Person (Only applicable to the corporate account who is Passive Non-Financial Entity)
FATCA Declaration – Individual/Joint Accounts
FATCA Declaration – Corporate Accounts
W-8BEN
W-8BENE
W-8IMY
W-9
Fund Withdrawal/Account Transfer/Money Exchange Instruction
Bullion/Forex Deposit Notice
Stock Transfer Form
Stock Withdrawal Form
Notification for Change of Account Information
Cancel Internet Trade Execution Notification Form
Real-Time Quote Service Subscription Form
