Download Forms

Account Related:
Change of Client Data Form
W-8BEN

Fund Deposit/ Withdrawal Forms
Fund Withdrawal / Foreign Exchange Instruction
Client Deposit Confirmation
Third Parties Deposit Confirmation

Stock Withdrawal / Transfer Form
Physical Withdrawal
Transfer Stock via CCASS

Open Trading Facilities Form
Real Time Quotation Services
Password Reissuance Request Form

Others
Stock Options Instructions

Terms & Conditions (updated in Jun 2011)
Terms and Conditions relating to the sale and purchase of securities (Cash Account)
Terms and Conditions for Share Margin Financing Facility (Margin Account)

Terms & Conditions for Stock Options Trading
Terms and Conditions for Stock Options Trading (Stock Options Trading Account)

Risk Disclosure Statements
Trading Renminbi Products