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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

  Online Trading UserID/Password Reissuance
 

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

  Payment
 

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

  Update of Particulars
 

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

  UTRADE Services
 

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



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