Document Download
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Personal Client |
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| Account Opening Form (Indivdual / Jount A/C) | Download File |
| CRS Individual | Download File |
| W-8BEN (Rev. October 2021) | Download File |
| W-8BEN Reference Guide | Download File |
| Overseas Securities Trading Application Form | Download File |
| Client’s Declaration for Oversea Securities Trading Access Right (Individual/Corporate Account) | Download File |
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Company Client |
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| Account Opening Form (Corporate A/C) | Download File |
| CRS Entity | Download File |
| CRS Controller | Download File |
| DEED OF GUARANTEE (Margin AC) | Download File |
| W-8BEN-E (Rev. October 2021) | Download File |
| W-8IMY (Rev. October 2021) | Download File |
Hong Kong Investor Identification Regime （HKIDR)
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| Client Identification Data (CID) update form | Download File |
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Client consent on user of personal data |
Download File |
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Common Table |
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Remittance Form |
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Account Information Maintenance Form |
Download File |
| Settlement Instruction | Download File |
| Physical Scrip Deposit | Download File |
| Physical Scrip Withdrawal | Download File |
| Standard from of transfer | Download File |
| HK Stock Real-time Quote Application | Download File |
| Client Standing Authorization (Client Securities) | Download File |
| Client Standing Authorization (Client Money) | Download File |
| Standing Authority Form | Download File |
| Close Account Instruction Form | Download File |
| Investor Identification Regime Form | Download File |
| Client Information Review Form (Corporate Account) | Download File |
| Client Information Review Form (Individual / Joint Account) | Download File |
| Virtual Assets Knowledge and Experience Questionnaire with Knowledge Assessment | Download File |
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Cash Account agreement |
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中華通服務補充條款及細則 |
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中華通證券交易及結算服務的同意書 |
Download File |
| Additional Terms and Conditions to Client Agreement (CASH ACCOUNT) |
Download File |
| RISK DISCLOSURE STATEMENTS | Download File |
| CLIENT’S AGREEMENT (Terms and Conditions) (CASH ACCOUNT) |
Download File |
| Internet Securities Trading Agreement | Download File |
| Risk Disclosure Statement of Trading Derivatives | Download File |
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Margin Account agreement |
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中華通服務補充條款及細則 |
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中華通證券交易及結算服務的同意書 |
Download File |
| CLIENT’S AGREEMENT (Terms and Conditions) (MARGIN ACCOUNT) |
Download File |
| Additional Terms and Conditions to Client Agreement (MARGIN ACCOUNT) | Download File |
| RISK DISCLOSURE STATEMENTS | Download File |
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Stock Option account agreement |
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Stock Option account agreement |
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Futures account agreement |
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CLIENT AGREEMENT |
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Internet Securities Trading Agreement |
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Internet Securities Trading Agreement |
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Risk Disclosure Statement of Trading Derivatives |
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Risk Disclosure Statement of Trading Derivatives |
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HK Stock Margin Ratio |
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Margin Ratio List |
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