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Online Trading Platform User Manual

Well Link Securities Trading App User Manual

Introduction to the All New Trading APP

Upgrade to New Trading APP Instructions

How to Change the Trade Password


Software Download

Well Link Securities Trading App

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IOS Apple
Support:iOS 9.0+
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Android Google Play
Support:Android 6.0+
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Android Local Download              
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Support:Android 6.0+
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Forms Download

Personal clients

Personal Account Opening Form (Attached account opening checklist)

Download

       

Individual Tax Residency Self-Certification Form

Download

       

Consent Letter on Northbound China Stock Connect Orders (Investor Identification Model) and the Personal Information Collection Statement

Download

       

W-8BEN Form[Individual]

Download

       

香港投資者識別碼制度及場外證券交易匯報制度下的個人資料收集聲明及客戶識別信息

Download

       

Corporation clients

Corporate Account Opening form

Download

       

W-8BEN Form[Entities]

Download

       

Corporate Tax Residency Self-Certification Form(Controlling Person)

Download

       

Corporate Tax Residency Self-Certification Form(Entities)

Download

       

Board resolution

Download

       

Guarantor Form

Download

       

Consent Letter on Northbound China Stock Connect Orders (Investor Identification Model) and the Personal Information Collection Statement

Download

       

Account Opening Checklist

Download

       

香港投資者識別碼制度及場外證券交易匯報制度下的個人資料收集聲明及客戶識別信息

Download

       

Forms

IPO Application Form

Download

       

Investor Settlement Instruction Request Form

Download

       

Settlement Instruction Form

Download

       

Others

Client Securities Account Agreement

Download

       

Application for Professional Investor

Download

       

Change of Client Information

Download

       

Physical Stock Withdrawal Form

Download

       

Notification of Closing Account(s)

Download

       

Physical Stock Withdrawal Form

Download