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Account Opening Form
Account Type Account Opening Form Apply by mail/in person
Complete and return with the following documents :
Individual Account
-  Cash/Margin Account
Individual/Joint Account Opening Form Cash and Margin Client Agreement Risk Profiling Questionnaire For Individuals Self-Certification Form - Individual W8Ben_Individual
  • HKID card or passport or valid identification document
  • proof of the address (such as utility documents, bank statements, etc., issued within three months)
  • a cheque amount not less than HK$10,000 and issued by a licensed bank in Hong Kong; for verification of the client's signature and identity, the signature on the cheque issued by the client and the signature on the client agreement should be the same
    Cheque payable to 'Goldlink Securities Limited'
Company Account
- Cash/Margin Account
Company Securities Account Opening Form Cash and Margin Client Agreement Risk Profiling Questionnaire For Corporation Anti-Money Laundering Questionnaire Self-Certification Form - Entity Self-Certification Form - Controlling Person Guarantee (For Margin Account only) W8BEN-E / W9
  • Certificate of Incorporation
  • Business Registration document
  • Memorandum and Articles of Association
  • Latest Annual Return
  • Latest Financial Statements
  • Declaration attached to ownership chart
  • Board Resolution
  • Identity card / passport of all directors / authorized persons
  • Address proof of Company / all directors / authorized persons
  • Identity card / passport of ultimate beneficiary
  • Address proof of ultimate beneficiary
  • Register of Directors (Company incorporated overseas) 
  • Register of Members (Company incorporated overseas)
  • Certificate of incumbency or good standing (issued within 6 months) (Company incorporated overseas)
 
Others forms
Overseas Markets Fee and Charges  
Fee and Charges  
Request Service for Internet/Mobile Trading Function Form  
Securities Settlement Instruction Form  
Physical Scrip Deposit Form  
Physical Scrip Withdrawal Form  
Change of Client Information Form  
Third Party Authorisation Instruction  
Dividend Election Form  
China Connect Securities Trading Service - Risk Disclosure  
CHANGE OF COMMISSION RATE / ACCOUNT DETAILS APPLICATION FORM  

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