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Account Opening
Stock AccountDownload | Sample | Agreements
Amendments to Securities Client Agreement
Futures/ Leveraged Forex AccountDownload | Sample
Futures Client Agreements | Leveraged Forex Client Agreements
Amendments to Futures Client Agreements
Amendments to Leveraged Forex Client Agreements 
US Stock/Bonds/Funds Trading
Individual W8BEN Form
Download| Sample | W8 Instruction
Client Money Standing AuthorityDownload
US Stock/Bonds/Funds Trading
Company W8BEN-E Form
Download| Sample
Application For Stock Segregated Account With Statement
Download

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 FormDownload PATS Cancellation FormDownload

Excel RealTime
Excel RealTime Application FormDownload Excel RealTime Termination FormDownload

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

Foreign Futures Market Data Subscription
Market Data Subscription (Non-Professional) Application FormDownload Market Data Subscription (Professional) Application FormDownload
CME Non-Professional Self-Certification FormDownload Uniform Subscriber AgreementDownload
EUREX Non-Professional Self-Certification FormDownload  

Phillip Capital Management
Risk Profile QuestionnaireDownload  

Surplus Cash Facility
Surplus Cash Facility Application FormDownload  

Unit Trusts & Bonds
Risk Profile QuestionnaireDownload  

Share Builders Plan
Application FormDownload Direct Debit Authorization FormDownload
Amendment/Termination of Investment Instruction FormDownload 市價沽出碎股表格Download

Share Mortgage Scheme
Addendum for the Share Mortgage SchemeDownload Termination Form (Cash Settlement)Download

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

Others
Stock WithdrawalDownload Account Particulars Amendment FormDownload
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 FormDownload Bought / Sold Note & Transfer NoticeDownload
SI Fee - via Investor Participant/CCASSDownload Client Declaration - Foreign Stock Trading Access RightDownload
Client Instructions of Scripless TransferDownload Order Ticket(Non-on-site client)Download
Securities/Stock Options Transfer FormDownload Dcass Individual Client Account Application FormDownload
Letter Of Third Party Authorization SuspensionDownload Multi-counter Transfer InstructionDownload
Individual Professional Investor Assessment Form (SFO P.I)Download Self-Certification FormDownload
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