Individual / Joint Account Opening

 

Client should complete the following documents before submission:
客戶請填妥以下文件,以便辦理開戶手續:

 

開戶表格、 簽名式樣及資料表Account Opeing

  • 客戶資料表(個人/聯名帳戶) Client Information Form (Individual / Joint Accunt)
  • 自我證明表格 - 個人 Self-Certification Form - Individual (CRS)
  • W-8BEN 表格 (個人) W-8BEN for US Foreign Account Tax Compliance Act ("FATCA")
  • 客戶款項常設授權 Standing Authority (Client Money)