ACCOUNT OPENING FORM
Individual
Corporate
CLIENT ACCOUNT AGREEMENT
English
Chinese
(CHINA CONNECT) PERSONAL INFORMATION COLLECTION STATEMENT
Open
ACCOUNT OPENING CHECKLIST
Individual
Corporate
CLIENT DECLARATION FORM
Open
CCASS SI / ISI FORM
Open
MONTHLY STOCKS INVESTMENT PLAN FORM
Open
FUND WITHDRAWAL FORM
Open
CHANGE OF PARTICULARS REQUEST FORM
Open
CHANGE OF AE & COMMISSION REQUEST FORM
Open
PHYSICAL SCRIP(S) DEPOSIT FORM
Open
PHYSICAL SCRIP(S) WITHDRAWAL
Form
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
暗盤下單條款同意書
Open
CORPORATE VOTING INSTRUCTION REQUEST FORM
Open
ONLINE / MOBILE DATA STREAMING SERVICES FORM
Open
API DOCUMENT
English
Chinese
CLIENT IDENTIFICATION DATA UPDTE FORM
Open
HKIDR AND OTCR AGREEMENT
Open
DETAILS OF UPDATING INDIVIDUAL AND CORPORATE CLIENTS' CID
Open
Last Update: 17 Nov 2023