Additional Account Opening Service for Existing KSS’ Customers
Current clients can easily open additional trading accounts via 2 channels:1. Open an Additional Account Online
2. Open an Additional Account through our Financial Advisor
To submit a request, please inform your Financial Advisor and sign the necessary documents. When opening any additional account type, the company kindly requests that customers update their information on the following documents:
- 1. Additional Account Opening Application Form
- 2. Suitability Test
- 3. Knowledge Assessment Form
- 4. FATCA/CRS Form (for individuals)
- 5. Data Consent Form
| Account Types | Accounts Opening Channels | Terms and Conditions for signature | |
|---|---|---|---|
| Online Channel | Offline Channel | ||
| Cash Balance / Pre-paid / Cash Deposit Account |  |
|
• General Brokerage and Current Account Agreement |
| Cash Account |  |
|
• General Brokerage and Current Account Agreement |
| Cash Balance (DCA) | |
|
• General Brokerage and Current Account Agreement • Dollar Cost Average (DCA) Investment Agreement • Must open Cash Balance or Cash Account |
| Credit Balance Account | |
|
• Loan Agreement to purchase securities and/or borrow securities for short selling. (Credit Balance) • Must open Cash Balance or Cash Account • Stamp duty is 1 baht:2,000 baht of the loan amount and paid via bank transfer to the company's account. |
| Securities borrowing and lending services for the lender – SBL(L) | |
|
• SBL Agreement • Must open Cash Balance or Cash Account |
| Securities borrowing and lending services for the lender – SBL(B) | |
|
• SBL Agreement • Must open Cash Balance or Cash Account |
| Derivative Account (TFEX) | |
|
• Derivative Agreement |
| Block Trade Account | |
|
• Blocktrade (Single Stock Futures) Agreement • Must open Derivative Agreement |
| Mutual Fund Account | |
|
• Mutual Fund Agreement |
| Oversea Investment Account | |
|
• General Brokerage and Current Account Agreement • Oversea Investment Agreement • W-8BEN • Tax Residency Form |
| Fixed Income Account | |
|
• Fixed Income Agreement |
Additional supporting documents for opening an account:
- 1. Copy of ID card
- 2. Copy of proof of financial status (if applicable)
Remark:
- • All clients requesting to open an additional account must complete identity verification through the channels specified by the company, in accordance with the criteria set by the Anti-Money Laundering Office (AMLO). Please see the identity verification methods for more details.
- • If the client prints the documents themselves, they must fill in the details on the account opening forms and sign every page (on the bottom right corner) of both the account opening documents and the agreements.
- • The company reserves the right to review the completeness and clarity of the submitted contract forms before opening the client's account. This includes the right to request additional documents for signature, beyond those mentioned above, to comply with the regulations of official agencies and the company.
- • Corporate clients who wish to open an additional account should contact their financial advisor.