Forms & Documents - CFSG

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
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