Choose the Form below:

Account Opening
Stock AccountDownload | View Sample | Agreements	Futures AccountDownload | View Sample Futures Client Agreements| Leveraged Forex Client Agreements
US Stock Account W8 Ben Form Download | View Sample | W8 Instruction	Client Money Standing AuthorityChinsese | English
Securities Borrowing and Lending AgreementDownload	Application For Stock Segreated Account With Statement Download
Important NotesDownload

FATS
Futures (FATS)Download	Futures (FATS) Suspension Application FormDownload

SATS
SATS Full VersionDownload	SATS Suspension Application FormDownload
SATS Simple VersionDownload

OATS
Options (OATS)Download	Options (OATS) Suspension Application FormDownload

PATS
PATS Agreement Form – Avail. for Mainland China Clients Download	PATS Cancellation FormDownload
PATS Agreement Form – Avail. for HK ClientsDownload

MetaStock®
Real-Time Data ServiceDownload	Service SuspensionDownload
End of Day Data ServiceDownload

Phillip Capital Management
Account Opening FormDownload	Risk Portfolio QuestionnaireDownload

Unit Trusts & Bonds
Unit Trusts Investment Consolidated FormDownload	Direct Debit Authorization FormDownload
Participation In/Change of Regular Investment Plan Instruction FormDownload	Risk Portfolio QuestionnaireDownload
Declaration Form(Bonds)Download

Share Builders Plan
Application FormDownload	Direct Debit Authorization FormDownload
Amendment/Termination of Investment Instruction Form Download

Bullion
Bullion Joint Individual AccountDownload | View Sample	Request for Fund TransferDownload
Bullion Client AgreementDownload	Account Type Amendment Form (Bullion)Download

Others
Stock WithdrawalDownload	E-statement Service Application FormDownload
Account Particulars Amendment Form And Risks DisclosureDownload	Derivative Knowledge Assessment QuestionnaireDownload
Account Type Amendment Form (Futures)Download	Account Type Amendment Form (Stock) Download | Account Type Amendment Notes
Proxy Request FormDownload	Exercise of Warrant/Subscription of Rights Request Form Download
Real-Time Teletext Application FormDownload	Bought / Sold Note & Transfer NoticeDownload
SI Fee - via Investor Participant/CCASSDownload	Receive Announcements of listed companies from Registrars Download
Client Instructions of Scripless TransferDownload	Order Ticket(Non-on-site client)Download
US Market Real-Time Price Quote Service Application Form 中文 | English	US Market Real-Time Price Quote Service Termination Form 中文 | English
Securities/Stock Options Transfer FormDownload	Dcass Individual Client Account Application FormDownload
取消授權及委託第三者操作帳戶通知書Download

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