Forms & Documents - CFSG

Please be advised that CFSG has issued a notice on the adjustment of the U.S. Stock Trading Fee Rate for US stocks on 13 May 2025. For more details, please click here.

Form

Account
Opening

Account Opening Form (Individual or joint account)

W-8BEN Form

Corporate

T&C & Risk Disclosure

CFSG Terms & Conditions - Version 20

Settlement
Form

Cash Settlement

Client Withdrawal Instruction

Cancel Fund Withdrawal Instruction

Stock Settlement

Entitlement & Corporate action

Asset
Management Form

TIPS Form

General Form

Change information

Authorisation Form

Power of Attorney

Authorization for Collecting Gifts

Application Form

Fund Subscription Form
Fund Redemption Form
Bond Order Form
Self-Certification Form - Individual PDF
Self-Certification Form - Entity
Self-Certification Form - Controlling Person
Meaning of terms and expressions used in Self-Certification Forms
Processing of Personal Data as part of the Hong Kong Investor Identification Regime (HKIDR), Over-the-counter Securities Transactions Reporting Regime (OTCR) and Stock Connect Northbound Trading PDF Online Form
W-8BEN Form
W-8BEN-E Form
W-8IMY Form

Reactivate/Close

Declaration

Declaration of Related Margin Financing Accounts

Customers Suggestion

Customers Suggestion Form