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Provide various account opening forms and related documents for download.
Account Opening Documents
Account Opening Related Documents
Please download the relevant account opening forms and tax residency self-certification forms as needed.
| Forms | Download | 證券交易開戶 Securities Account Opening Form | Please click to download |
|---|---|
| 保證金客戶證券授權書 Standing Authorization Letter for Margin Account Securities | Please click to download |
| 在線投資者問卷 Online Investor Questionnaire and Print | Fill online and Print | 下載投資者問卷 Download Investor Questionnaire | Please click to download |
| 開戶所需文件（個人或聯名） List of Documents and information required for INDIVIDUAL OR JOINT ACCOUNT | Please click to download |
| 開戶所需文件（公司） List of Documents and information required for CORPORATE ACCOUNT | Please click to download |
| W-8BEN 外國個人身份表格 W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) | Please click to download |
| W-8BEN-E 外國實體身份表格 W-8BEN-E Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) | Please click to download |
| 個人稅務居民自我證明表格 CRS-I (HK) Individual Tax Residency Self-Certification Form | Please click to download |
| 實體稅務居民自我證明表格 CRS-E (HK) Entity Tax Residency Self-Certification Form | Please click to download |
| 控權人稅務居民自我證明表格 CRS-CP (HK) Controlling Person Tax Residency Self-Certification Form | Please click to download |
Other Forms
Other Forms
Other transaction, deposit and withdrawal, fee, and online trading service related documents.
| Forms | Download | 提存款項指示 Funds Deposit Withdrawal Instruction | Please click to download |
|---|---|
| 提存溫馨提示 Client Money Reminder | Please click to download |
| 證券交收指示或獨立投資者交收指示 S.I. or I.S.I Request Form | Please click to download |
| 實貨股票存入 Physical Scrip Deposit Form | Please click to download |
| 實貨股票提取 Physical Scrip Withdrawal Form | Please click to download |
| 佣金及服務收費 Commission & Service Charges | Please click to download |
| 更改帳戶資料及服務通知 Notification for Change of Account Information and Service | Please click to download |
| 關閉證券帳戶通知 Notification for Closure of Brokerage Account | Please click to download |
| 證券網上交易服務用戶手冊 LONGPORT INTERNET TRADE User Guide | Please click to download |
Reminder
Please ensure that you download and complete the applicable forms. If you have any questions about account opening or document requirements, please contact our customer service team.
Need Help?
Need assistance with forms?
Please contact us by phone or email.