Brochures
Account Opening Forms
Other Forms
Foreign Market Access
Declaration for Foreign Market Access Form to Exchange/Vendor
Account Opening Forms
- Individual Account Application Form (English Version)
- Individual Account Application Form (Chinese Version)
- Joint Account Application Form
- Corporate Account Application Package*
*Financial Institutions are required to declared their United States Tax, kindly fill up the W8-IMY and Withholding Statement
Other Forms
- Accredited Investor Opt-In Form
- Accredited Investor Opt-Out Form
- Certificate of Resolution - (template)
- Client Profile Form (EN)
- Client Profile Form (CH)
- Declaration of Investor Status - For Individual
- Declaration of Expert Investor Status - For Individual
- CGS-CIMB Securities General Terms & Conditions (EN)
- CGS-CIMB Securities General Terms & Conditions (CH)
- CGS-CIMB - CFD TT SSI Authorization Letter
- Withdrawal Advice
- CGS-CIMB Account Information Update Form
- Collection of cheques-Standing Instruction Form
- CFD Form 13 (EN)
- CFD Form 13 (CN)
- TIPS (Thematic Investment Portfolio System) Terms of Use
- CFD NON SOLICITATION LETTER CGSCIMB
- CRS Individual Self-Certification Form
- CRS Entity Self-Certification Form
- CRS Controlling Person Self Certification Form
Foreign Market Access
Declaration for Foreign Market Access Form to Exchange/Vendor