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  Account Opening
 

1. Online Trading Facility Activation (Existing Individual Client)
2. Online Trading Facility Activation (Existing Corporate Client)
3. Application for Opening of Securities Trading Account (Individual/Joint)
4. Application for Opening of Securities Account - CDP (Individual)
5. Application for Opening of Securities Account - CDP (Joint)

6. CDP Account Linkage/Revocation

7. Customer Account Review (CAR) / Customer Knowledge Assessment (CKA) (For trading Specified Investment Products "SIPs")
8. Guide and Cautionary Notes
9. Risk Disclosure Statement and Risk Warning Statement
10. Client Investment Profile Questionnaire
11. W-9 (For US tax resident)
12. W-8BEN (For non-US tax resident - Individual)
13. W-8BEN-E (For non-US tax resident - Corporate)
14. Master Trading Agreement
15. Master Trading Agreement Addendum for Trading in Spot Diamond with Singapore Diamond Investment Exchange (SDiX)

  Online Trading UserID/Password Reissuance
 

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

  Payment
 

17. Electronic Payment For Shares (EPS)
18. Direct Debit Authorisation (DDA) via UOB
19. GIRO via DBS
20. GIRO via OCBC

  Update of Particulars
 

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

  UTRADE Services
 

23. Request to Link Multiple Online Accounts (Individual account)
24. Subscription Services
25. Transfer of HK Shares to/from UOBKH
26. Transfer of US Shares from/to UOBKH US Online to/from Offline
27. Transfer of US Shares to/from UOBKH
28. Depository Agent Sub-Account Application
29. Application to Opt Out for UOBKH Electronic Statements



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