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Trading Accounts/ Services forms
Useful forms
Additional trade services form
Risk Profiling Questionnaire
Standing Authority
HKIDR & OTCR
Client Identification Data
Terms and Condition and Risk Disclosure (2024.11.01)
Settlement Instruction (SI) / Investor Settlement Instruction (ISI) Form
Fund Withdrawal Form
Change of Client Information Form
Termination Account Form
Physical Stock Withdrawal Form
Settlement & Payment Instruction
Charges Table (2024.06.14)
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