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Download Forms
| Account Opening Form And Related Information | |
|---|---|
| Account Opening Form (For Corporation/Institutional Account) | Download |
| Account Opening Form (For Individual/Joint Account) | Download |
| Self-Certification Form (Individual) | Download |
| Self-Certification Form (Entity) | Download |
| Self-Certification Form (Controlling Person) | Download |
| China Connect Form | Download |
| Dormant-account-reactivation-form(For Individual /Joint Account) | Download |
| Dormant-account-reactivation-form(For Corporation/ Institutional Account) | Download |
| Third party authorization letter | Download |
| Request for Cancel of Third party authorization letter | Download |
| Personal data (privacy) Ordinance | Download |
| TERMS AND CONDITIONS INCLUDING ADDITIONAL TERMS AND CONDITIONS (IF APPLICABLE) OF CLIENT’S AGREEMENT | Download |
| Risk Disclosure | Download |
| Request Change of Account Information | Download |
| Fund Deposit | Download |
| Money Withdraw/Transfer Form | Download |
| Securities Settlement Instruction | Download |
| FATCA Form | |
|---|---|
| W-8BEN (Non-USA Resident) | Download |
| W-8BEN-E (A final beneficiary’s ID of a corporate (Juridical Person) | Download |
| W-9 (USA Resident) | Download |