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Forms

Download Forms

Account Opening

Individual Account (Sample)

JointAccount

Individual/Controlling Person - Self Certification Form (CRS)

W-8BEN Form (Individuals)

4(1)Client Securities Standing Authority

8(1)Client Money Standing Authority

Facility Letter

Customer Profiling Questionnaire (CPQ) – Individual or Joint Account

Customer Profiling Questionnaire (CPQ) – Corporate Account

Confirmation Letter of Knowledge of Trading Exchange-traded Derivative Products
(For client without knowledge of derivative products uses)

Fund / Stock

FundWithdrawal for FX

FundWithdrawal

Overdraft Form

StockTransfer Form

Physical Stock Withdrawal

InterCompany Fund & Stocks Transfer

Credit Limit

Increase Limit (Futures)

Increase Settlement Limit (Cash)

Increase Loan Limit (Margin)

Increase trading limit (FX)

Increase trading limit (Stock Option)

Update Information

Change Of Account Information Instruction

Changeof specimen signatures

Other Services

Standing Instruction for Payments to Designated Own and/orThird-Party Account(s)

AYCT Pro Programme - HK Shares Application Form

"All-You-Can-Trade" Programme – Hong KongIndex Futures and Index Options Application Form

Last Update: 2018-04-10

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