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Com.hk China Connect Hotline 852 2979-7123 From CCASS Participant ID C Full Name of Custodian Participant or non-EP GCP Notes Under Section 2. Authorized Signature s of Custodian Participant or non-EP GCP Name of signatory ies Signature verified and checked by Reviewed by Notify CT-PS by Notify EP by CT-PS Date System input by CT-PS Checked by CT-PS Appendix A List of designated Special Segregated Accounts with assigned Investor IDs CCASS Participant ID C No.. The Custodian Participant or...

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How to fill out special segregated account and

01

To fill out a special segregated account, you need to follow these steps:

02

Gather all the required documents and information related to the account.

03

Contact the relevant financial institution or bank that offers special segregated accounts.

04

Schedule an appointment or visit the institution to discuss your requirements.

05

Provide the necessary identification documents, such as your passport or identification card.

06

Complete the application form provided by the institution, ensuring that you fill out all the required fields accurately.

07

Provide any additional details or information requested by the institution.

08

Review the terms and conditions associated with the special segregated account.

09

Sign the necessary documents and agreements as per the institution's instructions.

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Submit the completed application form and any supporting documents to the institution.

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Wait for the institution to process your application and open your special segregated account.

Who needs special segregated account and?

01

A special segregated account may be required by the following individuals or entities:

02

- Lawyers or law firms handling client funds that need to be kept separate from their own funds

03

- Investment managers or funds managing assets for multiple clients

04

- Trustees or administrators responsible for managing trust funds

05

- Financial institutions or banks involved in certain regulatory activities

06

- Companies or individuals acting as custodians for assets owned by others

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- Government agencies or organizations handling public funds that require strict separation

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- Charities or non-profit organizations managing donations or funds for specific causes

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- Insurance companies or brokers handling client premiums or claims funds

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What is special segregated account and?

Special segregated account refers to an account where certain funds are kept separate from the firm's own assets.

Who is required to file special segregated account and?

Firms engaged in certain financial activities, such as trading securities, are required to file special segregated account.

How to fill out special segregated account and?

Special segregated account can be filled out by providing detailed information about the funds being kept separate and the purpose of segregation.

What is the purpose of special segregated account and?

The purpose of special segregated account is to protect clients' assets by keeping them separate from the firm's own assets.

What information must be reported on special segregated account and?

Information such as the amount of funds being segregated, the clients they belong to, and any related transactions must be reported on special segregated account.

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