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Account Opening
Individual Account
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Sample
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JointAccount
Individual - Self Certification Form (CRS)
W-8BEN Form (Individuals)
4(1)Client Securities Standing Authority
(where applicable)
8(1)Client Money Standing Authority
Facility Letter
(where applicable)
Supplementary to Section C page 4 of the Account Application (Individual Account)
(Applicable to Margin Securities Trading Account only)
Supplementary to Section C page 5-6 of the Account Application (Joint Account)
Customer Profiling Questionnaire (CPQ) – Individual or Joint Account
Confirmation Letter of Knowledge of Trading Exchange-traded Derivative Products (For client without knowledge of derivative products uses)
(where applicable)
Client Agreements & Schedules
AI-Portfolio Investing Registration and Account Opening Form (For new customers / existing customers with account opened for more than 1 year)
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AI-Portfolio Investing Registration and Account Opening Form (For existing customers with account opened for less than 1 year)
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Corporate Account
Account Application (Corporate Account)
W-8BEN-E Form (Entity)
Customer Profiling Questionnaire (CPQ) – Corporate Account
Board Resolution - Cash Client
Board Resolution - Margin Client
Board Resolution - Options Client (Cash)
Board Resolution - Options Client (Margin)
Supplementary to Section D page 7 of the Account Application (Corporate Account)
Entity - Self Certification Form (CRS)
Deed of Guarantee & Indemnity
Guarantor Profile Information
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Fund / Stock
Fund Withdrawal for FX
Fund Withdrawal
Overdraft Form
Stock Transfer Form
Physical Stock Withdrawal
Inter-Company Fund & Stocks Transfer
Client Deposit Confirmation Form
Fund Transfer Form (US)
Stock Transfer Form (Overseas Securities)
Dividend Standing Instruction Form
Credit Limit
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Increase Settlement Limit (Cash)
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Update Information
Change Of Account Information Instruction
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Change specimen signatures
Other Services
Standing Instruction for Payments to Designated Own and/orThird-Party Account(s)
"All-You-Can-Trade" Programme – Hong KongIndex Futures and Index Options Application Form
Global Market Data Subscription Form
Third Party Authorisation – Individual or Joint Account
Last Update: 2021-03-30
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