Securities
Forms Download
Clients must install Adobe Reader in order to open the following files:
| Securities Account Opening Documents | Download |
|---|---|
| Client Agreement-Individual/Joint |  |
| Terms and Conditions For Securities Trading | |
| W-8BEN Form | |
| CRS Self-Certification Form – Individual / Joint Account | |
| CRS Self-Certification Form – Corporate Account | |
| Northbound Trading – Personal Information Collection Statement | |
| Client Declaration – Application for Foreign Stock Trading Access Right | |
| Internet Securities Trading / Renminbi Denominated Securities Trading Service Application Form | |
| CID Client Information Notes | |
| CID and BCAN Consent Letter | |
| Client Identification Data Confirmation Letter | |
| Securities Forms | Download |
|---|---|
| Client Information Change Form | |
| Client’s Money Withdrawal Form | |
| Physical Stock Withdrawal Form | |
|
Investor (I.S.I.) / Securities Settlement Instruction (S.I.) Form |
|
Customer Service Contact
- Tel(852) 3101 2999
- China Free Hotline 400 120 2999
- Fax (852) 3101 9926
- Emailenquiry@successfn.com