Downloads
Kindly ensure that you have read and fully understood the Terms & Conditions for Electronic Payment Services before completing and returning the application form to us.
Original hardcopy forms would need to be submitted to us except for KGI Update of Personal Particulars Form and Service Request form for SG, US and KL Trading.
Update Particulars Forms
Update Particulars Form – Individual
Update Particulars Form – Joint
Update Particulars Form - Corporate
Client Investment Profile (CIP) and Notice & Confirmation of Non-Relevance of Certain Information
DNC – Client Opt In Consent Form
DNC – Client Opt Out / Withdraw Form
Exchanges and Regulations
Link to Exchanges and Regulations
Other
Standing Instruction [Settlement Under The Central Provident Fund (Investment Schemes) Regulations] Form
W-8BEN
W-8BENE
W-9 Form
Individual Self-Certification for Common Reporting Standard (CRS)
Controlling Person Self-Certification for Common Reporting Standard (CRS)
Entity Self-Certification for Common Reporting Standard (CRS)
Risk Warning Statement for Overseas-Listed Investment Products (For Individual or Joint Accounts)
Terms & Conditions for Securities Trading
Correspondent Account Anti Money Laundering Questionnaire (Applicable for Foreign Financial Institution)
Power of Attorney Agreement
Client Declaration for Trading of Taiwanese Securities
Client Declaration for Trading of Taiwanese Securities (Broker Client)
China-HK Connect Services Acknowledgement Form
Client Profile Declaration Form
Accredited Investor Opt-In Template (Corporations)
Accredited Investor Opt-In Template (Individual)
Accredited Investor Opt-In Template (Joint Account Holders)
Accredited Investor Opt-Out Template (Corporations)
Accredited Investor Opt-Out Template (Individuals)
Accredited Investor Opt-Out Template (Joint Account Holders)
Securities Borrowing Lending Application Form (SBL)
Memorandum Of Deposit (SBL)