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 for Existing Clients
Subscription of Singapore Market Depth for Clients
Subscription of Singapore Market Depth for Trading Reps
Subscription of Hong Kong Live Price for Client
Subscription of Hong Kong Live Price for TR
Subscription of US Live Market Data
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 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
Apply for / Revoke Account Linkage
Update Account Particulars (Individual/Joint)
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
Client Profile Declaration Form for SIP and CFD Trading
Risk Disclosure Statement for CFD Trading

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