• Downloads
  • •   佣金及收費表 (繁體)
  • •   Account Opening Form Set -Individual/Joint AC
  • •   Account Opening Form Set -Company Account
  • •   Account Opening Form Set -Professional Investors A
  • •   Account Opening Form Set -Professional Investors B
  • •   Common Rpt. Standard Self-Cert. Form (Individual)
  • •   Common Rpt. Standard Self-Cert. Form (Entity)
  • •   Fund Deposit Method
  • •   Client’s Deposit Notice
  • •   Withdrawal/ Remittance Instructions
  • •   Account Particulars Amendment Form
  • •   Client Standing Authority
  • •   Letter of Third Party Trading Authorization Letter
  • •   Form W-8BEN (Individuals) by the U.S. IRS
  • •   Form W-8BEN-E (Entities) by the U.S. IRS
  • •   Form W-8IMY by the U.S. IRS
  • •   Form W-9 by the U.S. IRS
  • •   Investor/ Securities Settlement Instruction Form
  • •   Bonds Settlement Instruction Form
  • •   Physical Scrip Deposit Form
  • •   Form of Risk Tolerance for Clients