Forms Download

New Cash / Margin Account Application

• Account Opening Form (Individual / Joint Account)（PDF）
• Account Opening Form (Corporate Account)（PDF）
• Sample Employer Consent Letter（PDF）(for registered securities professional applying for a BOOM account)

For further information, please visit Account Opening Process

Switch to Margin Account (for existing cash account holders)

• Existing Individual / Joint Cash Account Apply for Margin（PDF）
• Existing Corporate Cash Account Apply for Margin（PDF）
• Guarantor Information（PDF）(for corporate margin account application only)

Add Futures Trading Account(for existing securities account holders)

• Existing Individual / Joint Securities Account Apply for Futures Trading（PDF）
• Existing Corporate Account Apply for Futures Trading（PDF）
• Guarantor Information（PDF）(for corporate account application only)

Funds Deposit and Withdrawal

Funds Deposit

• Online Deposit Form (Login Required)

For further information about Funds Deposit, please click here

Funds Withdrawal

• Registration of Bank Accounts（PDF）
• Funds Withdrawal Instruction Form（PDF）

For further information about Funds Withdrawal, please click here

Stocks Deposit and Withdrawal

Stocks Deposit

• Hong Kong Stock Transfer Form（PDF）
• Overseas Stock Transfer-in Request (Please contact us for details)
• Hong Kong Physical Stock Deposit Form（PDF）

Stocks Withdrawal

• Hong Kong Stock Transfer Form（PDF）
• Overseas Stock Transfer-out Request (Please contact us for details)
• Hong Kong Physical Stock Withdrawal Form（PDF）

For further information about stocks deposit and withdrawal, please refer to the FAQs

Monthly Stock Savings Plan

• Stock Savings Plan - Application Form（PDF）
• Stock Savings Plan - Adjustment Form（PDF）
• Stock Savings Plan - Termination Form（PDF）

For further information about savings plan, please click here

Account Administration and Operations

Account Operations

• Power of Attorney（PDF）(for individual / joint account only)

Account Administration

• Update Contact Details / Change of Account Information（PDF）
• Client Information Form (Individual / Joint Account)（PDF）
• Client Information Form (Corporate Account)（PDF）
• Instruction to Send Duplicate Statements（PDF）