Client Info Update CS - CGSI v1.032024
Client Info Update CS - CGSI v1.032024
Client Name
Please select and state the account number (s) that require updating:
Equities Trading & CDS Margin Trading & CDS All Account(s) including but not limited to CDS
Account Account Accounts
Client Code/CDS No(s): Client Code/CDS No(s): Client Code/CDS No(s):
_________________________ _________________________ _____________________________________
NOTE: Central Depository System (“CDS”) is the depository account maintained with Bursa Malaysia Depository which represents ownership record and movement
of securities. Your CDS account number shall read as: 065-001-XXXXXXXXX, please fill in the number accordingly.
I/We hereby request CGS International Securities Malaysia Sdn. Bhd. (formerly known as CGS-CIMB Securities Sdn. Bhd.) (“CGS MY”) to update
my/our particulars as follows (please fill in where the information is to be updated, otherwise the existing information registered with CGS MY
shall be deemed to be accurate as the date of this Form). 1
New Name
For change of name, a Certified True Copy of NRIC/Notification of Change Section 46(3) of the Companies Act 2016 or its equivalent is required.
Address
Email Address²
be credited directly into my trust account maintained with CGS MY and I agree that CGS MY shall have the absolute discretion to
determine whether interest, if any, (applicable for Conventional Broking only) is to be paid to me. Any withdrawals from my trust
account shall be credited directly into my designated bank account, as specified below.
Nature of Business
Designation/Occupation
Co Registration No (if own business)
Years in Employment/Business
Note: If you have existing account(s) with us, your employment information for such account(s) may be updated using the information provided in this form.
Financial Information
Gross Annual Income Below RM 12,000 RM 12,000 – RM 24,000 RM 24,001 – RM 36,000
RM 36,001 - RM 48,000 RM 48,001 – RM 60,000 RM 60,001 – RM 100,000
RM 100,001 - RM 300,000 RM 300,001 – RM 600,000 RM 600,001 – RM 800,000
RM 800,001 - RM 1,000,000 RM 1,000,001 – RM 3,000,000 Above RM 3,000,001
Estimated Net Worth Below RM 50,000 RM 50,000 – RM 100,000 RM 100,001 – RM 200,000
RM 200,001 – RM 500,000 RM 500,001 – RM 1,000,000 RM 1,000,001 – RM 2,000,000
RM 2,000,001 – RM 3,000,000 Above RM 3,000,001
Source of Fund Salary Commission Business Income
Interest Income / Return Income Rental Investment Income
Others ____________________
Country/Jurisdiction of Source of Fund: Malaysia Outside Malaysia___________
Source of Wealth Savings Pension Fund / EPF Inheritance
Gift Sale of Real Estate Others ____________________
Country/Jurisdiction of Source of Fund: Malaysia Outside Malaysia ____________
Signature of Client / Authorised Signatory Signature of Client / Authorised Signatory Signature Of Dealer’s Representative/
Name: Name: Witness/ Notary Public
NRIC/Passport/Co.Reg. No: NRIC/Passport/Co. Reg No: Name:
Date: Date: NRIC/Passport:
Date:
FOR OFFICE USE ONLY
Description Verified By Updated By Date
Updating Client Information