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CASH Financial Services Group
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Wealth Management
Services
Insurances
Life insurance, critical illness insurance, etc.
MPF
Consolidation of MPF personal accounts
Overseas Properties
Property investment in Thailand, the UK and Australia
CPMS
A sophisticated portfolio management service
Funds
Nearly 1,000 funds to invest in
Overseas Immigration & Education
EU immigration scheme
Bonds
Wide selection of bonds and structured notes
Investment
Products
Securities
HK stocks, Singapore stocks and China B shares
Derivatives
HK futures and options
Platforms
Securities Trading Platform
Futures Trading Platform
CFSG Authenticator Mobile App
IPO Subscription
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FAQ
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Fees & Commissions
Fund Deposit/Withdrawal
Stock Deposit/Withdrawal
Forms & Documents
HK Stock Margin Ratio
Exchange Rates
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Form
Account
Opening
Account Opening Form (Individual or joint account)
Individual/Joint Account Opening Form
Individual CIN Agreement
Meaning of terms and expressions used in Self-Certification Forms
Standing Authority (Client Money)
Self-Certification Form - Individual
PDF
Online Form
Client Risk Profile Questionnaire
Corporate
Corporate CIN Agreement
Resolution for Corporate Account
Self-Certification Form - Entity
Meaning of terms and expressions used in Self-Certification Forms
Corporate Account Opening Form
Guarantee
Self-Certification Form - Controlling Person
Customer Manual
Hong Kong Securities Trading Policy
China B Shares Trading Policy
Hong Kong Futures and Options Trading Policy
Margin Trading Policy
US Stocks Trading Policy
International Futures and Options Trading Policy
T&C & Risk Disclosure
Client Trading Master Document-Terms & Conditions Version 14 – 2020/02
Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect Terms and Conditions
Risk Disclosure Statement for Derivative Products
Settlement
Form
Cash Settlement
Client Withdrawal Instruction
Cancel Fund Withdrawal Instruction
Stock Settlement
Physical Scrip Withdrawal / Stock Internal Transfer Form
Renouncing Share Form
Standard Investor Settlement Instruction (ISI) Form
Multi-Counter Transfer Instruction MCTI Form
Authorization Letter for Collecting Physical Scrip
Securities Settlement Instruction (SI) /Investor Settlement Instruction (ISI) Form
Foreign Securities Settlement Instruction (SI)
Entitlement & Corporate action
Stock Segregated Account Application Form
Proxy / Corporation Representative Appointment Form
Cash Offer Form
Subscription and Exercise Form
Authorization Letter for Privatization Claims
Corporate Communication Form
General Meeting Voting Form
Dividend Election Form
Authorization Letter for Dividend Claims
Stock Option
Deny Automatically Generated Exercise Stock Options Requests Form
Public Offering Application
Fund Application Form (Macquarie)
Customer Risk Assessment Questionnaire
Fund Application Form (SWS)
TIPS Form
TIPS Form
Investment Plan Options
Asset Management Discretionary Account Form
Change of Asset Management Thematic Investment Plan (10 sectors)
Termination of Discretionary Management Service
General Form
Change information
Change of Personal Information
Change Of Client Name, ID or Passport No., or Signature
Change of Corporate Information
Change Of Business Name, Director(s), Shareholder(s) or Authorized Person(s)
Change of Account Details
Change of Financial Status and Investment Objective & Experience
Authorisation Form
Power of Attorney
Authorization for Collecting Gifts
Authorization for Collecting Passwords
Application Form
Guarantee
Auto Bank-In Settlement Instruction
W8 Form
SMS Service Application Form
E-Alert Application Form
Request for Reissuing Password or Deposit Card
Application for Real Time Quote Service Plan
Termination of Real Time Quote Service Plan
Processing of Personal Data as part of the Stock Connect Northbound Trading
Retrieving Statements Form
Interactive Voice Responses System (IVRS) Service
Investment Profile for Client of Discretionary Account
Using Professional Trading Platform and/or API Connection (“The Service”)
Investor Characterization Survey
PDF
Online Survey
Application for Real Time Quote Service Plan (Mainland)
Application for Real Time Quote Service Plan (Overseas Market)
Reactivate/Close
Closure of Client Account(s) - Individual
Revocation Notice
Reactivation of Dormant Account
Closure of Client Account(s) - Company
Reactivate the Suppressed Interactive Voice Responses System _IVRS_ Service or SP Advanced Version Trading Platform
Declaration
Trading of Growth Enterprise Market GEM Securities
Declaration of Related Margin Financing Accounts
Customers Suggestion
Customers Suggestion Form
Related Information
Account Opening
Fund & Stock
Deposit/Withdrawal
Fees & Commissions
Contact Us
FAQ
Account Opening
Securities Account （HK Market）
CNY-denominated securities
Customer Service
Hong Kong：(852) 2663 8888
Mainland：(86) 400 6088 498
(Weekdays 09：00 - 18：00)
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