Individual or Joint Account Opening Form

Joint Account Applicant Supplementary Form

Notes to Account Opening

Corporate Account Opening Form

Corporate Account Opening Form Supplement - FATCA

Board Resolution

Deed of Guarantee and Indemnity

Provision of Statement by Email Only

Personal Information Collection Statement

W-8BEN-E Forms

Entity Tax Residency Self-Certification Form

Controlling Person Tax Residency Self-Certification Form

Cash Client Agreement

Margin Client Agreement

Commission & Fee Schedule

Client Deposit and Withdrawal Instruction

Change of Client Details or Account Services Instruction Form

Securities Settlement Instruction Form (SI and ISI)

Third Party Authorization to Operate Account

Physical Scrip Withdrawal from CCASS Depository

Confirmation of obtaining client consent under the Hong Kong Investor Identification Regime (HKIDR) and (OTCR)