Get Fund Withdrawal / Transfer / Foreign Exchange Instruction

This guide provides a clear and comprehensive overview of how to complete the Fund Withdrawal / Transfer / Foreign Exchange Instruction form online. By following these steps, users can ensure that they accurately submit their instructions for financial transactions.

Follow the steps to successfully complete the form online

1. Press the ‘Get Form’ button to download the Fund Withdrawal / Transfer / Foreign Exchange Instruction form and open it in your preferred document editor.
2. Begin by filling out the 'To' section, which identifies the company you wish to address your request to. Choose one of the options provided, such as 'A Shenwan Hongyuan Securities (H.K) Ltd', or specify another entity.
3. Next, provide your account information, including the 'Account Name', 'Account Number', and 'Account Executive Name'. Ensure this information matches your records to avoid any delays.
4. In the 'Effective Date' field, enter the date you wish the transaction to take effect. This should be a business day to ensure timely processing.
5. Indicate whether you are requesting a withdrawal, transfer, or foreign exchange by checking the appropriate box. Fill in the 'Fund Withdrawal / Transfer Currency' and 'Amount' fields with the relevant details.
6. Select your preferred payment method from the options provided. Make sure to specify account numbers and bank details as necessary, depending on your choice.
7. If you are exchanging foreign currency, fill in the 'From Currency' and 'Amount' fields. Also provide the 'Exchange to Account Number', 'Currency', and 'Amount'.
8. Read and confirm the indemnity statement, ensuring you understand that you agree to hold the company harmless in connection with your instructions.
9. Add your signature and any necessary company chop if applicable. This validates your authorization of the transaction.
10. Once you have completed and verified all fields, save your changes. You may then choose to download, print, or share the form as needed.

Complete your Fund Withdrawal / Transfer / Foreign Exchange Instruction online today for a seamless transaction experience.