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