Download the forms you need for account opening, account maintenance, investment services, fund withdrawals, and other services provided by PT Kay Hian Sekuritas.

1. Account Opening - Individual 

• Account Opening Form 
• Margin Account Application Form 

RDN (Client Fund Account) - Select One

• RDN BCA Application Form 
• RDN CIMB Niaga Application Form 
• RDN Mandiri Application Form

2. Account Opening - Institutional

• Account Opening Form
• Power of Attorney Form
• Business Activity Statement Letter
• AML Statement Letter – Financial Services Companies
• Margin Account Application Form

RDN (Client Fund Account)

• RDN BCA Application Form
• RDN CIMB Niaga Application Form 
• RDN Mandiri Application Form 

3. Client Data Update

• Client Data Update Form – Individual
• Client Data Update Form – Institutional

4. Mutual Fund & Bond Account Opening

Individual Account

• Mutual Fund & Bond Account Opening Form
• Customer Securities Account Opening Agreement
• Customer Risk Profile Form

Institutional Account

• Mutual Fund & Bond Account Opening Form
• Customer Securities Account Opening Agreement
• Customer Risk Profile Form
• Beneficial Owner Form

5. Account Maintenance

• Client Data Update Form – Individual
• Client Data Update Form – Institutional
• Account Closure Form

6. Transaction Forms

Mutual Fund Transactions

• Mutual Fund Subscription Form
• Mutual Fund Redemption Form
• Mutual Fund Switching Form

Fund & Securities Transfer

• Fund Withdrawal / Transfer Form

• Securities Transfer Form (share movement instruction form)

   

For further information or assistance regarding the required forms, please contact PT Kay Hian Sekuritas or your Sales Representative.