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FAQ Get Started Login & Security Troubleshooting Trading Advanced Orders
Prohibited Conduct Corporate Action Fees & Settlement E-Statements UTRADE CFD Diamond Trading
UTRADE Rewards UTRADE Edge UTRADE Plus YieldMax Value-Added Services Forms
User Guides          
  Account Opening

1. Application for Opening of Securities Trading Account (Individual/Joint)
2. Application for Opening of Securities Trading Account (Corporate)
3. Board of Directors' Resolution (Cash Trading)
4. Application for Opening of Securities Account - CDP (Individual)
5. Application for Opening of Securities Account - CDP (Joint)

6. CDP Account Linkage/Revocation

7. Online Trading Facility Activation (Existing Individual Client)
8. Online Trading Facility Activation (Existing Corporate Client)
9. Customer Account Review (CAR) / Customer Knowledge Assessment (CKA) (For trading Specified Investment Products "SIPs")
10. Declaration of Accredited / Expert / Institutional Investor Status

11. Guide and Cautionary Notes
12. Risk Disclosure Statements
13. Client Investment Profile Questionnaire
14. Standing Authorisation for Trust Account
15. CRS - Individual Tax Residency Self-Certification Form
16. CRS - Entity Tax Residency Self-Certification Form
17. CRS - Controlling Person Tax Residency Self-Certification Form
18. W-9 (For US tax resident)
19. W-8BEN (For non-US tax resident - Individual)
20. W-8BEN-E (For non-US tax resident - Corporate)
21. Master Trading Agreement
22. Supplementary Master Agreement - MetaTrader 4 (For LFX Account)
23. Master Trading Agreement Addendum for Trading in Spot Diamond with Singapore Diamond Investment Exchange (SDiX)

  Online Trading UserID/Password Reissuance

24. Reissue of UserID/Password (For existing client)


25. Electronic Payment For Shares (EPS)
26. Direct Debit Authorisation (DDA) via UOB
27. GIRO via DBS
28. GIRO via OCBC

  Update of Particulars

29. Update of Personal Particulars
30. CDP Service Application and Update (Direct Crediting, Internet, Phone)

  UTRADE Services

31. Request to Link Multiple Online Accounts (Individual account)
32. Subscription Services
33. Transfer of HK Shares to/from UOBKH
34. Transfer of US Shares from/to UOBKH US Online to/from Offline
35. Transfer of US Shares to/from UOBKH
36. Depository Agent Sub-Account Application
37. Request to Opt Out from Electronic Statements (Monthly Statements and Contracts)

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