Common Table | Open account File |
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1. Withdrawal Application FormDownload
2. Personal Information UpdateDownload
3. Securities Settlement Instruction/ Investor Settlement Instruction FormDownload
4. Oversea Securities Settlement Instruction FormDownload
5. Physical Stock Deposit FormDownload
6. Transfer Agreement Form (For Physical Stock)Download
7. Physical Stock Withdrawal FormDownload
8. Internal Asset Allocation FormDownload
9. Account Type Maintenance/ Cancellation RequestDownload
10. Closed Account Re-opening ApplicationDownload
11. HK Stock Real-time Quote ApplicationDownload
12. Esunny/ HKEX Real-time Quote ApplicationDownload
13. Esunny CME Real-time Quote ApplicationDownload
14. (ICE) on Sharp Point Real-time Quote ApplicationDownload
1. Account Application (Individuals)Download
2. Standing Authority under Securities and Futures (Client Money) RulesDownload
3. Standing Authority (Client Securities) Rules (For Securities Margin Account Only)Download
4. W8-BEN (Individuals)Download
5. Joint Account Application FormDownload
6. Corporate Account Application FormDownload
7. Self-Certification Form (Entity)Download
8. Self-Certification Form (Controlling Person)Download
9. W8-BEN-E (Corporate Account)Download
10. Professional Investors Account ApplicationDownload
11. W-8IMY(Professional Investors)Download
12. PI-B AssessmentDownload
13. 有關香港投資者識別碼制度與場外交易匯報制度相關客戶同意聲明書Download