In observance of Labour Day and Birthday of the Buddha Holiday, please refer to the below trading schedule:

Hong Kong Market will close on 1-May(Thu) and 5-May(Mon). Stock Connect Northbound Trading will close from 1-May(Thu) to 5-May(Mon).

Taiwan Market will close on 1-May(Thu).

Forms Download

 

  • New / Our Clients >
     
    • Account Opening Checklist
      pdfIcon
    • Cash Account Documentation Account Opening Forms Booklet (For Individual / Joint Accounts)
      pdfIcon
    • Cash Account Documentation Account Opening Forms Booklet (For Corporate Accounts)
      pdfIcon
    • Change of Personal Information and E-Statement Services Subscription
      pdfIcon
    • Authorization Of Authorized Person(s) Form
      pdfIcon
    • Self-Certification Form for Tax Residency (Individuals)
      pdfIcon
    • W-8BEN Form (Individual)
      pdfIcon
    • W-8BEN-E Form (Entities)
      pdfIcon
    • Certificate of US Citizenship/Tax Residency (Individuals)
      pdfIcon
  • Funds / Shares / Alert Instructions >
     
    • Funds Withdrawal
      pdfIcon
    • Shares Deposit and Withdrawal
      pdfIcon
    • Physical Share Certificate Withdrawal
      pdfIcon
  • Terms And Conditions >
     
    • Supplemental Terms and Conditions for Electronic Trading
      pdfIcon
    • Cash Account Documentation Terms and Conditions For Securities Trading
      pdfIcon