Account Opening Form - Individual/Joint
- Client Information Statement (Individual/Joint Account)
- Client Master Agreement
- Risk Profiling Questionnaire (Individual/Joint Account)
- W-8BEN (Guideline)
- W-8BEN
Account Opening Form - Corporate / Institutional Professional Investor
- AML Questionnaire (For institutional PI account only)
- Certified Extract of Board Resolutions & Guarantee
- Client Information Statement (Corporate Account)
- Client Master Agreement
- FATCA Supplementary form for Corporate Account
- Guarantor Information Statement
- Risk Profiling Questionnaire (Corporate Account)
- Self-Certification Form (Controlling Person)
- Self-Certification Form (Entity)
- W-8BEN-E
- HKIDR OTCR Acknowledgement Consent
- W-8IMY (For institutional PI account only)
- Sanctions due Diligence Form (Corporate Account)
- Sanctions due Diligence Form (Financial Institution)
Account Information Update Form
- Full - Client Information Update Form (Corporate)
- Full - Client Information Update Form (Individual/Joint Account)
- Full - Client Information Update Form (Institutional Professional Investor Account)
- Simplified - Customer Information Change Form
Other Form or Supplement
- Application for MIBHK Electronic Trade
- China Connect Supplemental Terms and Conditions
- China Connect (Northbound) PICS - Acknowledgement and Consent
- Dormant Account Reactivation Form (Individual/Joint Account)
- Faster Payment System Deposit User Guide
- Faster Payment System Supplement
- IPO Declaration Form - PRC/US address
- Physical Stock Withdrawal Request Form
- Self-Certification Form (Individual)
- Settlement Instruction (Local Securities)
- Settlement Instruction (Overseas Securities)
- Self-Certification Form (Individual) Guidance
- Shanghai-HK Stock Connect Mini Booklet
- Risk Disclosure Statement for Virtual Asset and Related Products
- Assessment Form of Virtual Assets and Related Products
- HKIDR OTCR Acknowledgement Consent
- Standing Authority for Client Money
- Subscription/Termination of Value-Added Services
Fee Schedule
- Shenzhen-Hong Kong Stock Connect Service Fee Schedule
- Shanghai-Hong Kong Stock Connect Service Fee Schedule
- Foreign Stocks Securities Service Fee Schedule
- Futures and Options Service Fee Schedule
- Hong Kong Securities Service Fee Schedule
User Manual
- ET Net Web IQ User Guide (Chinese only)
- eDDA User Manual
- New MIB Trade (Internet Trading)
- New MIB Trade (Mobile)
- MIB Trade (Foreign Stocks)
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