Forms Download

Downloads

Kindly ensure that you have read and fully understood the Terms & Conditions for Electronic Payment Services before completing and returning the application form to us.

Original hardcopy forms would need to be submitted to us except for KGI Update of Personal Particulars Form and Service Request form for SG, US and KL Trading.

Account Opening Forms

Account Opening Form (Individual)
Account Opening Form (Joint)
Margin Facility Agreement (Applicable for margin trading)
Memorandum Of Deposit (Applicable for margin trading)

Internet Trading

Internet Trading for Existing Clients
Live Market Data

Standing Settlement Instructions

Electronic Payment for Shares (EPS) Form
Application For GIRO
Trust Authorisation Form
Application for account closure/revocation of services
Withdrawal of Fund from Trust Account Form

Update Particulars Forms

Update Particulars Form – Individual
Update Particulars Form – Joint
Client Investment Profile (CIP) and Notice & Confirmation of Non-Relevance of Certain Information
DNC – Client Opt In Consent Form
DNC – Client Opt Out / Withdraw Form

CDP Forms

Apply for / Revoke Account Linkage
Update Account Particulars (Individual/Joint)

Other

Standing Instruction [Settlement Under The Central Provident Fund (Investment Schemes) Regulations] Form
W-8BEN
W8BEN-E
W-9 Form
Individual Self-Certification for Common Reporting Standard (CRS)
Controlling Person Self-Certification for Common Reporting Standard (CRS)
Entity Self-Certification for Common Reporting Standard (CRS)
Risk Warning Statement for Overseas-Listed Investment Products
Risk Disclosure Statement for CFD Trading
Terms & Conditions for Securities Trading
Correspondent Account Anti Money Laundering Questionnaire
Power of Attorney Agreement
Client Declaration for Trading of Taiwanese Securities
China-HK Connect Services Acknowledgement Form
Client Profile Declaration Form for SIP and CFD Trading

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