Download Forms

Account Application Form(Individual/Joint Account)

• Account Application Form (Individual/Joint Account)
• W-8BEN
• Individual Tax Residency Self-Certification Form
• Agreement for Securities Trading Account
• Risk Profile Questionnaire
• HKIDR Form
• Personal Information Collection Statement Agreement

Account Application Form (Corporate Account)

• Account Application Form (Corporate Account)
• W-8BEN-E
• Controlling Person Tax Residency Self-Certification Form
• Entity Tax Residency Self-Certification Form
• Agreement for Securities Trading Account
• Risk Profile Questionnaire
• HKIDR Form
• Personal Information Collection Statement Agreement

Withdrawal/Deposit Form

• Fund Withdrawal/Exchange Notification
• Fund Deposit Notification

Settlement Instruction

• SI - Settlement Instruction Form
• Physical Scrip Withdrawal Form

IPO

• IPO Application form

Change of Account Particulars

• Change of Account Information (individual)  
• Change of Account Information (corporate)  

Two Factor Authentication

• 2FA User Manual
• Q & A