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China Merchants Securities International Company Limited
About Us Career Site Map
Contact Us Disclaimers
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Securities Account
Account Application
Securities Account Opening Application Form
Customer Information Form (Corporate &Partnership)
Form of board resolutions for corporate customers
Customer Information Form (Individual & Joint)
Process Agent Acceptance Form
Deed of Guarantee and Indemnity (Corporate Guarantor)
Certified board resolutions of Corporate Guarantor
Certified shareholders resolutions of Corporate Guarantor
Deed of Guarantee and Indemnity (Personal Guarantor)
Warning Notice to Personal Guarantor
Authorization Form For Repledge of Securities Collateral and Customer Consent to Allocate Positions (non-IPI clients) (Effective from May 15, 2025)
Securities Account Agreement (English) – (Effective from Nov 4, 2024)
Securities Account Agreement (Chinese) – (Effective from Nov 4, 2024)
Personal Information Collection Statement - China Stock Connect Northbound Orders (Individual & Joint)
Opt Out of Trade Execution Notifications
Client Declaration (Application for Foreign Stock Trading Access Right)
Personal Information Collection Statement concerning HKIDR
Change of Information
Change of Client Information Form(Individual Account or Joint Account)
Change of Client Information Form(Corporate or Partnership Account)
Notification of Change of Signature / Chop (Individual Account or Joint Account)
Update of Trading Representatives
Update of Authorised Signatories
Fund & Stock In/Out
Fund Withdrawal (Withdrawal Instruction)
Fund Deposit (Deposit Notice)
Securities Settlement Instruction
Physical Scrip Deposit Application Form
Physical Scrip Withdrawal Application Form
Registration for Corporate Action
Subscription/Redemption Form
Application Form
Redemption Form
Disclosure of Transaction Related Information
Others
FATCA
Self-certification Declaration Form for an Individual
W-8BEN
Instructions for Form W-8BEN
W-8BEN-E
Instructions for Form W-8BEN-E
W-9
Instructions for the Requester of Form W-9
Client Risk Profiling Questionnaire
 
CRS
Self-Certification Form (Individual)
Self-Certification Form (Entity)
Self-Certification Form (Controlling Person)
Meaning of terms and expressions used in Self-Certification Forms
 
Other
Real-time market quotation service application form
Request for Account Statement Duplicates / Balance Certification
Notification for Closing Account(s)
Best Execution Policy
Futures Account
Account Application
Client Account Opening Forms(For Corporate Account)
Client Account Opening Forms(For Individual/Joint Account)
Securities Account Agreement (Chinese) – (Effective from Nov 4, 2024)
Securities Account Agreement (English) – (Effective from Nov 4, 2024)
Service Subscription
Futures - Customer’s Consent (Electronic Communication)
Change of Email Address & Statement Service Form
Change of Information
Change of Client Information Form(Individual Account or Joint Account)
Change of Client Information Form(Corporate or Partnership Account)
Notification of Change of Signature / Chop (Individual Account or Joint Account)
Update of Trading Representatives
Update of Authorised Signatories
Fund & Stock In/Out
Futures - Designated Bank Account
Futures - Settlement Bank Accounts
Fund Withdrawal (Withdrawal Instruction)
Fund Deposit (Deposit Notice)
Others
FATCA
Self-certification Declaration Form for an Individual
W-8BEN
Instructions for Form W-8BEN
W-8BEN-E
Instructions for Form W-8BEN-E
W-9
Instructions for the Requester of Form W-9
 
CRS
Self-Certification Form (Individual)
Self-Certification Form (Entity)
Self-Certification Form (Controlling Person)
Meaning of terms and expressions used in Self-Certification Forms
 
Other
Request for Account Statement Duplicates / Balance Certification
Notification for Closing Account(s)