繁體
简体Download Account Opening App
Individual Account
- Account Opening Form (Individual Account)
- Self-Certification Form – Individual
- W-8BEN
- Client Agreement (Individual Account)
Corporate Account
- Account Opening Form (Corporate Account)
- Anti Money Laundering Questionnaire (Corporate Account)
- Self-Certification Form — Entity
- Self-Certification Form — Controlling Person
- W-8BEN-E
- Client Agreement (Corporate Account)
Others
- Hong Kong Investor Identification Regime (HKIDR) and Over-the-counter Securities Transactions Reporting Regime (OTCR)Consent letter
- Change of Account Information
- SI / ISI Instruction Form
- Securities Withdrawal Form
- Third Party Authorization Form
- Cash Withdrawal and Deposit Instructions
- Electronic Trading Services (ETS) User Manual
- Two-factor Authentication Token User Manual
