Welcome to the Download Center. Please select the following application documents you would like to download:

Individual
Client Opening Form
Additional Identity Declaration Form
Client Agreement
Account Opening Guide
Risk Disclosure Statements for all Clients (Supplemental to Client Agreement)
Schedule 1 – Notes related to Foreign Account Tax Compliance Act (“FATCA”)
Client Data Policy for all clients of the Oriental Patron Financial Group
Authorization Letter from Margin Clients

Corporate
Client Opening Form
Additional Identity Declaration Form
Client Agreement
Letter of Guarantee
Board Resolution
Account Opening Guide
Risk Disclosure Statements for all Clients (Supplemental to Client Agreement)
Schedule 1 – Notes related to Foreign Account Tax Compliance Act (“FATCA”)
Client Data Policy for all clients of the Oriental Patron Financial Group
Authorization Letter from Margin Clients

Others
Data Feed Subscription Form (if necessary)
Request for change/ reset of personal information - eTrading Services
Notice for Close Account/ Service Termination - eTrading Services
Voting / Corporate Representative / Proxy Request Form
W-8BEN Form (US Stock Account)




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