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Forms Download
Forms Download
Account Opening Documents
Account Application Form
Customer Information Statement (Individual/Joint)
Customer Information Statement (Joint Account Holder)
W-8BEN Form (to confirm the applicant is a non-U.S. person)
Self-Certification Form (Individual)
Customer Agreement (no signature needed)
Customer Profiling Forms
Robo-Investment Advisory Sub-Account
Personal Information Collection Statement and Client Identification Data Update for HKIDR and OTCR (Individual/Joint)
Client Identification Data Update for HKIDR and OTCR (Corporate)
Fund Transfer Documents
Fund Withdrawal/Payment Instruction/Currency Exchange
Securities Transfer Documents
Physical Scrip Withdrawal Form
Securities Transfer Form and Instruction
Account Maintenance Documents
Change of Personal Particular and RM Form
Bank Account(s) Registration Form
Subscription / Cancellation of Online Trading Service and Online Statement
Consent to Use of Personal Data for Direct Marketing Purpose
Change of Contact Information Form
Additional Products & Services
Position Reporting Requirements of Exchange Traded Options /Large Position Reporting (no signature needed)
China Connect - Personal Information Collection Statement
Investment Education Acknowledgement
Robo-Investment Advisory Service Supplemental Terms
Detailed Terms Applicable to Robo-Investment Advisory (RIA) Service
Regulatory Disclosures
Disclosure on Best Execution
Product Risk Rating and Client Categorization Methodology
Scope and Limitation of Services and Products Provided on BOCIS’s Online Platform
Updated Risk Rating in Listed Products
Pre-Sale Disclosure of Monetary and Non-Monetary Benefits & Sales Related Information
Update of Products and Services
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