Securities
Web Trading Platform
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iTrade
Download Version
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TSCI System
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TDX System
Mobile / Tablet APP
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信e投 International / General Version
Wealth Management Connect
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XeT International Web Version
Security Hub
Mobile / Tablet APP
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Apple iOS / Android
Futures, Options / Stock Options
Download Version
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SPTrader System
Mobile / Tablet APP
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Apple iOS / Android
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 |
| Client Instruction | Physical Stock Withdrawal | 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 |
| Southbound WMC Service Cancellation Form | For Cancellation of Southbound Wealth Management Connect Service | Download |




