Account Opening Form 開戶文件
1.	開戶表格 (現金個人)	Account Opening Form (Cash Individual)
2.	開戶表格 (現金公司)	Account Opening Form (Cash Corporate)
3.	協議書 (現金個人)	Agreement (Cash Individual)
4.	協議書 (現金公司)	Agreement (Cash Corporate)
5.	互聯網證券交易 – 補充協議書	Supplemental Agreement for Internet Trading
6.	客戶盡職審查確認信	Confirmation of Customer Due Diligence
7.	Form W8Ben 非美國公民適用	Form W8Ben (non US Citizen)
8.	Form W8Bene 非美國公司適用	Form W8Bene (non US Entity)
9.	Form W8imy 中介機構適用	Form W8imy (Inermediary)
10.	W9 美國公民適用	Form W9 ( US Taxpayer)
11.	自我證明表格 – 個人	Self-Certification Form – Individual
12.	自我證明表格 – 實體	Self-Certification Form – Entity
13.	自我證明表格 – 控權人	Self-Certification Form – Controlling Person
14.	香港稅務局 -自我證明表格的名詞及措辭釋義	Chinese Version中文版
15.	香港稅務局 -自我證明表格的名詞及措辭釋義	English Version英文版
16.	開設證券戶口文件清單	Account Opening Checklist for Securities Account
17.	開戶注意事項	Account Opening Procedures & Guidelines
18.	交收款須知	Money Settlement Requirement
19.	投資風險問卷	Risk Profile Questionnaire
20.	投資者識別碼同意書	Investor Identification Regime Consent Letter

其他表格
1.	客戶資料更改表格	Account Information Maintenance Form
2.	即時股票報價申請書	Application for Real Time Stock Market Data Quote Services
3.	取消即時股票報價申請書	Cancellation of Real Time Stock Market Data Quote
4.	更改客戶經紀人通知書	Change Client Account Executive Notice Form by client
5.	相同客戶賬戶之現金/股票轉撥通知書	Internal Money or Share Transfer Within Same Client’s Account_by Client
6.	互聯網網上交易系統信貸額申請書	Internet Trade Credit Limit Request Form_by client
7.	客戶存款表格	Money Deposit Form by Client
8.	客戶提款表格	Money Withdraw Form by Client
9.	行使供股權通知書	Rights Subscription Form
10.	證券交收指示/投資者交收指示	SI/ISI Form
11.	股票存入表格	Stock Deposit Form
12.	提取股票表格	Stock Withdrawal Form
13.	第三者授權書	Third Party Authorization Instruction
14.	交易收費表	Trading Tariff
15.	交收款須知	Money Settlement Requirement
16.	客戶識別信息更新表格	Individual or Corporate Client Identification Data (CID) Update Form