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Open A/C
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Deposit/Withdrawal
Download
中文

I. Account Opening

CIS-092 > Cash Account & Supplemental Agreement (pdf)下載

CIS-090 > Derivative & Structured Products Knowledge Assessment(Notice & Risk Disclosure Statement) (pdf)下載

CIS-079 > Margin Client Agreement (Individual & Corporate Clients)_with risk disclosure (pdf)下載

CIS-091 > Future Client Agreement (pdf)下載

CIS-055 > Options Addendum (pdf)下載

Individual/Joint Account

CIS-003 > Customer Information Form (Individual/Joint Account-cash, margin) (pdf)下載

CIS-035 > Customer Information Form-Individual- futures, stock options (pdf)下載

CIS-063 > Individual Self-Certification-Form (FATCA and CRS) (pdf)下載

CIS-051 > Individual Risk Profiling Questionnaire (pdf)下載

Corporate Account

CIS-002 > Customer Information Form-Corporate-cash, margin (pdf)下載

CIS-034 > Customer Information Form (Corporate Account- futures, stock options) (pdf)下載

CIS-064 > Entity Self-Certification Form (FATCA and CRS) (pdf)下載

CIS-083 > Corporate Risk Profiling Questionnaire (pdf)下載

CIS-041 > Letter of Guarantee (pdf)下載

CIS-012 > Certified Extract Board of Resolution (pdf)下載

II. Other Forms

Form W-8BEN (pdf)下載

Form W-8BENE (pdf)下載

Form W-8IMY (pdf)下載

Form W-9 (pdf)下載

CIS-080 > Stock Transfer Instruction for Coverage of Stock Option Contract (pdf)下載

CIS-011 > SI/ ISI Request Form (pdf)下載

CIS-008 > Physical Scrip Deposit Form (pdf)下載

CIS-009 > Physical Scrip Withdrawal (pdf)下載

CIS-004 > Collect Physical Scrip Authorization Form (pdf)下載

CIS-006 > Fund Withdrawal Instruction (pdf)下載

CIS-005 > Customer Information Amendment Form (pdf)下載

CIS-031 > Request for change of Account Executive (pdf)下載

CIS-032 > Request for service of AE (pdf)下載

CIS-030 > Third Party Authorization Form (pdf)下載

CIS-037 > Subscribe Real Time Quote Form (pdf)下載

CIS-001 > Account Closing Form (pdf)下載

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