TOP
Download Account Opening Forms

< Non-face to face Account Opening Application Only >


1

Download, print, complete and sign the forms

  • Securities and Futures Account Opening Form (Individual/Joint Account)
  • Form W-8BEN
  • CRS Self-Certification Form – Individual
  • Personal Information Collection Statement concerning Northbound China Connect Orders

2
Read the following documents carefully and download for your records
 
  • Client Agreement

3

Prepare the required documents

  • Copy of personal identification document (for example, valid Hong Kong Identity Card and/or valid passport)
  • Supporting documents for address proof, issued within the last three months (for example, utility bills, bank statements)
  • Personal cheque issued by a licensed bank in Hong Kong with an amount of not less than HK$10,000

    1. Made payable to "Sun International Securities Limited"
    2. The signature on the cheque must match with the signature on the account opening documents
    3. The amount of which a cheque can be cashed once the account is opened

    OR

    If a personal cheque cannot be provided, any of the following persons may certify:

    1. Registered notary public
    2. Lawyer
    3. Certified Public Accountant
    4. Branch manager of a bank
      • The certifier must sign on all copies of the documents and provide i. date; ii. name; and iii. Position or capacity.
      • The certifier must state that it is a true copy of the original (or words to similar effect). Please note that the name card of the certifier should be sent along with your application.
      • The certifier must provide copies of his/her qualification (such as a solicitor's certificate) which can be verified on the website of government or public records.

4

Mail the signed application forms together with the required documents

Postal Address:
Sun International Securities Limited
Unit 2112, 21/F, West Tower,
Shun Tak Centre,
168-200 Connaught Road Central, Hong Kong
Attn: Customer Service Department