Forms Download
Account Opening
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Client Agreement - Securities TradingRisk Disclosure, Terms & Conditions of dealing in securities
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Overseas Stock Trading Application FormOverseas Stock Trading Application Form
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The consent letter of the Investor ID Model regime for Northbound Trading
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OTC Trading Application FormOTC Trading Application Form
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W-8BEN Form (Individuals)W-8BEN Form (Individuals)
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Self-Certification Form - IndividualCRS Self-Certification Form - Individual
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W-8BEN-E FormW-8BEN-E Form (Entity client)
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CRS Self-Certification Form – EntityCRS Self-Certification Form - Entity
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CRS Self-Certification Form – Controlling PersonCRS Self-Certification Form – Controlling Person - Securities
Fee Schedule
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Securities Trading FeeSecurities Trading Fee
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Services FeesServices Fees
Fund Deposit / Withdrawal
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Fund Withdrawal Instruction FormFund Withdrawal Instruction Form
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Deposit ConfirmationDeposit Confirmation
Securities Settlement
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Physical Scrip WithdrawalPhysical Scrip Withdrawal
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Securities Settlement InstructionSecurities Settlement Instruction
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Physical Scrip DepositPhysical Scrip Deposit
Others
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Change of Personal Information FormFor Individual client to update personal information e.g.Employment details, Financial Summary
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Change of Client Particular FormChange of Client Particular Form
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Change of Corporate Account Information FormFor corporate client to update information e.g.Directors, Beneficial Owners
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Account Closure FormAccount Closure Form
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Real Time Price Quotation Service Application- SecuritiesReal Time Price Quotation Service Application - Securities
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Trading SessionTrading Session
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Southbound Trading- FAQ
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Northbound Trading- FAQ
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WMC Southbound Service Terms and Conditions – Risk Disclosure and Other Information
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WMC Northbound Service Terms and Conditions
Account Login
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PACSHK trading app
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Ping An Securities (Hong Kong) trading app