Download
09
Aug
Account Opening
Account Opening Form (Individual) (666KB) Account Opening Form(Corporate) (784KB) Supplementary Account Opening Form (Joint Account) (420KB) Terms and Conditions for Trading Accounts (effective from 6 Aug 2023) (459KB) Client Declaration & Risk Disclosure on Derivatives Products (94KB) W-8BEN (Individual) W-8BEN-E (Company) W-8BEN Guidance Client Money-Initial Authorization（80.6KB） Client Securities- Initial Authorization（72.1KB） Client's Declaration – Oversea Securities Trading Access Right (159KB) Cancellation of Third Party Authorization Instruction
（35.1KB） Self Certification form (Individual)
（547KB） Self Certification form (Corporate)
（711KB） Self Certification form (Controlling person)
（441KB）
Real Time Quote Services
HK Stock Real Time Quote Services Application Form(23KB) CME Futures Real Time Quote Services Application Form (305KB) ICE Futures Real Time Quote Services Application Form (294KB) Real Time Quote Services Cancellation Form(21KB)
Change of Account Details
Change of Account Details (Individual) (87KB) Change of Account Details (Corporate) (87KB) Change of Name, Identity Document and Specimen Signature (86KB)HKIDR Consent Letter (80KB)
Cash / Stock Instruction
Client Cash Instruction-(Deposit/Withdrawal/Transfer/Foreign Exchange) (112KB) Client Stock Instruction - (Deposit / Withdrawal / Transfer) (109KB) Client Bank Account Registration Form (69KB)
Other Useful Forms
Request for Account Balance Confirmation Form (26KB) Request for re-printing of account statement (31KB) Account closing form (Individual) (120KB) Account closing form (Corporate) (120KB)
Acrobat Reader 5.0
SP Futures Program
Download and Install SP Futures Program (update version R8.79.7)
Download SP Futures User Manual
Please select the Host FUTURE before login.
Download SP Futures User Manual
Please select the Host FUTURE before login.
SP Stock Option Program
Download and Install SP Stock Option Program (update version R8.79.7)
Download SP Stock Option User Manual
Please select the Host STOCKOPTION before login.
Download SP Stock Option User Manual
Please select the Host STOCKOPTION before login.
