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With effective from 24 Jun 2024, physical scrip deposited to account can only be sold after 10 working days for verification.
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Form
Account
Opening
Account Opening Form (Individual or joint account)
Individual/Joint Account Opening Form
Individual CIN Agreement
Meaning of terms and expressions used in Self-Certification Forms
Processing of Personal Data as part of the Hong Kong Investor Identification Regime (HKIDR), Over-the-counter Securities Transactions Reporting Regime (OTCR) and Stock Connect Northbound Trading
PDF
Online Form
Standing Authority (Client Money)
Self-Certification Form - Individual
PDF
Client Risk Profile Questionnaire
Corporate
Corporate CIN Agreement
Resolution for Corporate Account
Self-Certification Form - Entity
Meaning of terms and expressions used in Self-Certification Forms
Corporate Account Opening Form
Guarantee
Self-Certification Form - Controlling Person
Client Risk Profile Questionnaire - Corporate Account
T&C & Risk Disclosure
CFSG Terms & Conditions - Version 20
Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect Terms and Conditions
Risk Disclosure Statement for Derivative Products
Settlement
Form
Cash Settlement
Client Withdrawal Instruction
Cancel Fund Withdrawal Instruction
Stock Settlement
Physical Scrip Withdrawal / Stock Internal Transfer Form
Renouncing Share Form
Standard Investor Settlement Instruction (ISI) Form
Multi-Counter Transfer Instruction MCTI Form
Authorization Letter for Collecting Physical Scrip
Securities Settlement Instruction (SI) /Investor Settlement Instruction (ISI) Form
Foreign Securities Settlement Instruction (SI)
Entitlement & Corporate action
Stock Segregated Account Application Form
Proxy / Corporation Representative Appointment Form
Cash Offer Form
Subscription and Exercise Form
Authorization Letter for Privatization Claims
Corporate Communication Form
General Meeting Voting Form
Authorization Letter for Dividend Claims
TIPS Form
TIPS Form
Investment Plan Options
Asset Management Discretionary Account Form
Change of Asset Management Thematic Investment Plan (10 sectors)
Termination of Discretionary Management Service
General Form
Change information
Change of Personal Information
Change Of Client Name, ID or Passport No., or Signature
Change of Corporate Information
E-Statement Registration
Change Of Business Name, Director(s), Shareholder(s) or Authorized Person(s)
Change of Account Details
Authorisation Form
Power of Attorney
Authorization for Collecting Gifts
Application Form
Guarantee
Auto Bank-In Settlement Instruction
W8 Form
Request for Reissuing Password
Application for Real Time Quote Service Plan
Termination of Real Time Quote Service Plan
Retrieving Statements Form
Investment Profile for Client of Discretionary Account
Using Professional Trading Platform and/or API Connection (“The Service”)
Reactivate/Close
Closure of Client Account(s) - Individual
Revocation Notice
Reactivation of Dormant Account
Closure of Client Account(s) - Company
Reactivate the Suppressed SP Advanced Version Trading Platform
Declaration
Trading of Growth Enterprise Market GEM Securities
Declaration of Related Margin Financing Accounts
Customers Suggestion
Customers Suggestion Form
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