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Home
Online Application
Online Account Opening
Deposit Notice
Withdrawal Notice
Individual RPQ
Derivative Pdt Assessment
PI Recognization
Scrip In/Out/Authorize
More Online Forms
Login
Login in HK (HK Stocks)
Login in PRC (HK Stocks)
All Trading Platforms
Download
Trading Platform
Form-Docs.
Fees-Charges
繁體
简体
Home
Online Application
Online Account Opening
Deposit Notice
Withdrawal Notice
Individual RPQ
Derivative Pdt Assessment
PI Recognization
Scrip In/Out/Authorize
More Online Forms
Login
Login in HK (HK Stocks)
Login in PRC (HK Stocks)
All Trading Platforms
Download
Trading Platform
Form-Docs.
Fees-Charges
繁體
简体
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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