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
Self Certification Form - Individual

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
Self Certification Form - Entity
Self Certification Form - Controlling Person

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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