New Account Application

• Account Opening Form (Individual / Joint Account) ( PDF )
• Account Opening Form (Corporate Account) ( PDF )
• Sample Employer Consent Letter ( PDF ) (for registered securities professional applying for a BOOM account)

Funds Deposit and Withdrawal

• Registration of Bank Accounts ( PDF )
• Funds Withdrawal Instruction Form ( PDF )

For further information about Funds Transfer, please refer to the FAQs.

Stocks Deposit and Withdrawal

Stocks Deposit

• Hong Kong Stock Transfer Form ( PDF )
• Overseas Stock Transfer-in Request (Please contact us for details)
• Hong Kong Physical Stock Deposit Form ( PDF )

Stocks Withdrawal

• Hong Kong Stock Transfer Form ( PDF )
• Overseas Stock Transfer-out Request (Please contact us for details)
• Hong Kong Physical Stock Withdrawal Form ( PDF )

For further information about stocks deposit and withdrawal, please refer to the FAQs.

Account Management

• Update Communication Details ( PDF )
• Client Information Form (Individual / Joint Account) ( PDF )
• Client Information Form (Corporate Account) ( PDF )
• Instruction to Send Duplicate Statements ( PDF )
• Power of Attorney ( PDF )  (for individual / joint account only)

Other Services 

Switch to Margin Account

(for existing cash account holders)

• Existing Individual / Joint Cash Account Apply for Margin ( PDF )
• Existing Corporate Cash Account Apply for Margin ( PDF )
• Guarantor Information ( PDF ) (for corporate margin account application only)

Add Futures Trading Account

(for existing securities account holders)

• Existing Individual / Joint Securities Account Apply for Futures Trading ( PDF )
• Existing Corporate Account Apply for Futures Trading ( PDF )
• Guarantor Information ( PDF ) (for corporate account application only)

For further information about futures trading services, please click here.

Monthly Stock Savings Plan

• Stock Savings Plan - Application Form ( PDF )
• Stock Savings Plan - Adjustment Form ( PDF )
• Stock Savings Plan - Termination Form ( PDF )

For further information about savings plan, please click here.