Charles Schwab, Hong Kong, Ltd.
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Forms & Applications

Schwab Hong Kong Individual / Joint Account Application Form
Schwab Universal CRS Self-Certifcation (for Individuals)
Schwab Universal CRS Self-Certification (for Entities)
Privacy Addendum
Add Options Trading and Margin to Your Account
(Important note: You should read the options disclosure document titled "Characteristics and Risks of Standardized Options and the "Risk Disclosure Statement for Derivative Products before considering any option transaction. Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. You must read and signify your acceptance of the terms documented in the Margin, Short & Option Account Terms.)
W-8 BEN Form (Individuals)
Substitute W-8BEN-E for Entities
Letter of Explanation
Letter of Authorization—Transfer Assets Between Schwab Accounts
Client Information Update Form
Wire Transfer—Outside the U.S.
Wire Transfer—Within the U.S.
Account Transfer Form
Bank Reference or Notarization Form
Different Signature Declaration Form

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