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New Forms

(A) Equities

CGS-CIMB's General T&C for Conventional and Islamic Broking v1.8

(i) Individual, Islamic Stockbroking & Share Margin Financing
1. Individual Share Trading Application Form
2. W8BENForm2017_Individual
3. Online Non-Ringgit Securities Trading Application Form

(ii) Corporate, Islamic Stockbroking & Share Margin Financing
1. Corporate Share Trading Application Form
2. W-8BEN-E July 2017_Corporate

(iii) China Stock Connect
1. Acknowledge Form for China Stock Connect

(iv) Trade Beyond
1. Application for TradeBeyond Facility

(v) Intraday Short Selling / IDSS
1. IDSS Application Form (Corporate) 
2. IDSS Application Form (Individual)

(vi) Leap Market
1. LEAP Market And Acceptance Of Risk Disclosure

(vii) Clicks Trader
1. Clicks Trader Application Cover Letter
2. Clicks Trader Close Account Form

SBL
1.

Market Data
1. 


(B) Derivatives

General T&C for CGS-CIMB Futures Broking

1. Application Form (Derivatives)(Corporate)
2. Application Form (Derivatives)(Individual)
3. Entity Self Certification Form
4. Individual Self Certification Form
5. Trading in Specified Exchange Addendum
6. Withdrawal Request Form
7. Letter of Consent

(C) Back Office

Data Management
1. Client Update Form
2. E-Contract Supplementary Letter
3. Request for Change of Dealer
4. Brokerage Rate Request Form
5. Cash Upfront Account
6. Day Trade
7. Existing Client Link-Up iTrade & NR Trading & Privacy Notice
8. Payment instruction
9. Reactivation of Client Trading account

(D) CPRC
1. Request for Increase or Decrease Limit (Corporate)
2. Request for Increase or Decrease Limit (Individual)
3. Request Change in T&C

(E) EFRM
1. BG DepositWdrw form_July2019
2. Closure Trading Account_July2019
3. Conditional limit form_July2019
4. Conversion of Existing Direct Trading Account into Securitised Direct Trading Account_July2019
5. DBT Request Form_July2019
6. DR- Deposit & Withdrawal of shares collateral_July2019
7. DR-Cash-Dep& Withdrawal_July2019
8. Exclusion From Additional Securitised Limit_July2019
9. Exclusion From Automated Setoff Form_July2019
10. L-Authorisation-3rd party_July2019
11. Letter of Authorisation for FD_July2019
12. Memo-Offset Commission_July2019
13. Memorandum of Deposit of Fixed Deposit Receipt_July2019
14. Request For T+3 Settlement Instructions_July2019
15. Request for Upliftment  Waiver of Suspension_July2019
16. Trade or Contract amendment_July2019
17. Withdrawal Form A_July2019
18. Withdrawal Form B_July2019
19. Letter of Authorisation for FD
20. Memo - Offset Commission
21. Retail Limit Request Form

(F) Event & Marketing
1. World Traders Club Application Form_July2019
2. World Traders Club T&C_July2019
3. Big Rewards Campaign 3.0 T&C & Application Form
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