Forms Download
Account Opening Form, Specimen Signature & Details
- Cash / Margin / Stock Option / US Stock / Internet Trading Account Opening Form (Individual)
- Cash / Margin / Stock Option / US Stock / Internet Trading Account Opening Form (Corporate Account)
- Futures and Options Account Opening Form (Individual)
- Futures and Options Account Opening Form (Corporate Account)
- US Stock Options Confirmation Form
- Global Securities Sub-Account Opening Form
Other Forms
- HK Securities Settlement Instruction Form
- Global Securities Settlement Instruction Form
- Change of Account Information Form
- Change of System & Service Form
- Request for Securities Withdrawal
- Monthly Investment Plan Application Form
- Annual General Meeting Reply Slip
- "HK$5 Long Stock Options Commission" Plan Application Form
- Stock Option Individual Client Account Application Form
- Notification for Instant Order Confirmation Service by SMS
- Third Party Authorization Letter - Individual Custodian/Margin/Stock Option/Global Stock A/C
- Third Party Authorization Letter - Individual Futures A/C
- Third Person Collecting Securities Authorization Letter
- Acknowledgement in respect of “Personal Information Collection Statement”
- Personal Information Collection Statement concerning Northbound China Connect Orders
- Personal Information Collection Statement under Hong Kong Investor Identification Regime (HKIDR) and Over-the-counter Securities Transactions Reporting Regime (OTCR)
Contact US
Customer Support
(852) 2500 9199
Email (Customer Support)
Wealth Management Hotline
(852) 2500 9188
Offical WhatsApp
(852) 2500 9199
