ACCOUNT OPENING FORM
Individual
Corporate
CLIENT ACCOUNT AGREEMENT
English
Chinese
(CHINA CONNECT) PERSONAL INFORMATION COLLECTION STATEMENT
Open
ACCOUNT OPENING CHECKLIST
Individual
Corporate
CLIENT DECLARATION
Open
CCASS SI / ISI FORM
Open
CHANGE OF PERSONAL PARTICULARS REQUEST FORM
Open
CHANGE OF AE & COMMISSION REQUEST FORM
Open
FUND DEPOSIT FORM
Open
FUND WITHDRAWAL FORM
Open
PHYSICAL SCRIP(S) DEPOSIT FORM
Open
PHYSICAL SCRIP(S) WITHDRAWAL FORM
Form
Confirmation
Auth. Letter
RE-ISSUE DAILY / MONTHLY STATEMENT OF ACCOUNT
Open
CLOSURE OF ACCOUNT REQUEST
Open
INTERNAL STOCK TRANSFER REQUEST FORM
Open
AEOI
CP
Entity
Individual
FATCA FORMS
Entity
Individual
Intermediary
CORPORATE VOTING INSTRUCTION REQUEST FORM
Open
ONLINE / MOBILE DATA STREAMING SERVICES FORM
Open
MARGIN AGREEMENT
Open
DEED OF GUARANTOR
Chinese
English
ONLINE TRADING SYSTEM - USER GUIDE
Open
HKIDR AND OTCR AGREEMENT
Open