General Form

Title Description Download
Client Standing Settlement Bank Account For Bank Registration Download
Client Data Amendment Form For Client Data Amendment Download
Client Instruction For Fund Withdrawal Download
Client Instruction For Stock Deposit Download
CCASS Settlement Instruction / Investor Settlement Instruction Form For Stock Deposit / Deliver Download
Internet Trade Instruction For Application or Cancellation of Real Time Quote Service Download
Change of Account Type Form For Changing from Cash Account to Margin Account (Individual Account) Download
Change of Account Type Form Changing from Margin Account to Cash Account (Individual Account) Download
Internet Trade Execution Notification Amendment Form Re-instate/Cancel Internet Trade Execution Notification Download
Consent Letter - Addendum in relation to China Connect For Individual Existing Clients of China Connect Download
Derivatives Products Knowledge Course For Clients to Recognise Derivatives Products Knowledge Download
OTC Market Trading Acknowledgement For OTC Market Trading Download
Authorization Letter for Physical Stock Collection Applicable for Physical Stock Collection Authorization Download
Cancellation of Account For Cancellation of Account and Other Related Instructions Download
Periodic Review (Individual) Information Form For Individual Existing Client’s Periodical Review Download
Customer Due Diligence Form (Individual / Joint Account) For Individual / Joint Account's Due Diligence Download
Customer Due Diligence Form (Corporate Account / Professional Investor - Institutional Account) For Corporate Account / Professional Investor - Institutional Account's Due Diligence Download
Letter of acknowledgment: Thailand, Philippines and Malaysia Stock Markets Applicable for adding Thailand, Philippines and Malaysia Stock Markets Download