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The Hongkong and Shanghai Banking Corporation Limited Page 頁次 1/4
OPS053R52-m (220421) W TAB
Change of Address and/or Customer Information
Instruction Form (For Personal Customer)
更 改 地 址 及 ／ 或 客 戶 資 料 指 示 表 格 （ 個 人 客 戶 ）
Date 日期
day 日 / month 月 / year 年
Note 注意： 1. Please complete in Block Letters and tick where applicable. 請用正楷填寫，並在適當的地方加上剔號。
2. a. If you maintain any investment or securities accounts, you have to confirm that you are not currently employed by any licensed or registered
person to carry on regulated activities as defined in the Securities and Futures Ordinance ("Ordinance"). Otherwise, in compliance with the
Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission, you are required to obtain a consent
letter from your employer before you can continue to enjoy our securities and unit trust trading services.
如您持有任何投資或證券戶口，您需 要確認現時不是受僱於任何持牌法團或註冊機構從事證券及 期貨條例 （「 條例」）界定的受規 管活 動。否則，根據證券及期
貨事務監察委員會持牌人或註冊人操守準則，您如欲繼續享用本行所提供的證券或投資服務，您需要得到僱主的書面同意。
b. You should undertake to promptly notify the Bank if you become or cease to be employed by any licensed or registered person to carry on
regulated activities as defined in the Ordinance. 您必須承諾如將受僱或不再受僱於任何持牌法團或註冊機構從事條例界定的受規管活動時，立即通知本行。
3. Please return your completed form either (1) by mail to "The Hongkong and Shanghai Banking Corporation Limited, P O Box 72677,
Kowloon Central Post Office, Kowloon, Hong Kong", or (2) by visiting your nearest HSBC Branch. Your request will normally be processed
within 7 working days upon our receipt of your form. 請將已填妥的表 格 (1) 寄回九龍中央郵政局郵政信箱 72677 號「香港上海滙豐銀行有限公司」收，
或 (2) 交回就近滙豐分行。本行將在收到 您的申請表後七個工作天內處理您的申請。
4. For change of personal information for MPF accounts, life insurance policies with HSBC Life (International) Limited and general insurance
policies that are underwritten by AXA General Insurance Hong Kong Limited, customers are kindly requested to complete separate MPF and
insurance forms respectively.
如欲更改強積金戶口、滙豐人壽保險（國際）有限公司的人壽保險保單及由安盛保險有限公司所承保的一般保單的個人資料，請分別填寫有關的強積金及保險表格。
Customer Details and Effective Date of Change(s) 客 戶 資 料 及 更 改 資 料 生 效 日 期 (Must be Completed
必須填寫
)
Full Name
全名
(For Joint Accounts, please state the full name of the person to whom the following information is related.)
（如屬聯名戶口，請註明下列資料所屬者的全名。）
Identification Document
Details 身分證明文件資料
(Please write down all Identification Document Numbers recorded with the Bank, especially if you have multiple accounts
registered with different personal identity number and document, for which the following changes will apply. Failure to do
so may result in your request not being updated.
為使本行能更改以下的資料，請列出所有紀錄在本行的身分證明文件號碼，特別是
如果您曾經以不同的個人身分證明文件及號碼登記多於一個戶口。如果沒有提供該等資料可能會導致不能根據您的指示作更新。
)
Type 種類： Hong Kong Identity Card 香港身分證
Passport 護照 (Place of Issue 簽發地點
)
Other 其他
(Place of Issue - Name of ID Document
簽發地點－身分證明文件的名稱）
Number 號碼：
If you have previously opened at least two investment accounts with different personal identity documents/numbers,
and subsequently requested the Bank to change records of personal identity documents/numbers into one personal
identity document and number. 若您之前以不同的個人身分證明文件／號碼登記至少有兩個投資戶口，並隨後要求銀行改變個人身分
證明文件／號碼記錄成為只有一個個人身分證明文件及號碼。
If you have previously maintained Joint Investment Account and after the principal account holder has deceased, the
investment account has changed the status to sole account. The principal account holder is usually the 1st named
holder in the account name. If you are uncertain as to who is the principal account holder of the Joint Investment
Account, please contact our staff at local HSBC branch. 若您之前持有聯名投資戶口，而第一戶口持有人已身故後，投資戶口已
經改變為單名戶口。一般而言，戶口持有人名稱排第一者即為第一戶口持有人。若不清楚那一戶口持有人為聯名投資戶口的第一戶口持有
人，請聯絡本港分行的職員查詢。
Effective Date
生效日期
With Immediate Effect 即時生效 From 由
開始
Day
日
Month
月
Year
年
New Customer Information/Address
(Complete only those details to be changed
)
新 客 戶 資 料 ／ 地 址
（ 只 需 填 寫 所 需 更 改 的 資 料 ）
Please update the following change(s) (if any) to the records maintained with the Bank under the Identification Document Number(s) stated above.
請 補 誌 下 列 的 更 改 （ 如有） 於 貴 行 以 上 述 的 身 分 證 明 文 件 號 碼 建立 的 紀 錄 。
Note 注意： 1. * Please provide your personal mobile number / email address that is exclusively for your own use to ensure that your confidential account or
transaction related information is delivered to the mobile number / email address that is accessible by you only.
請提供您個人專用的手提電話號碼／電郵地址，以確保有關閣下戶口或交易的信息被傳送到只能被閣下接收及開啟的手提電話號碼／電郵地址。
2. ^ If your mobile number and/or email address and/or identification document number are/is changed in our record, the registered FPS record
linked with the previous mobile number/email address/identification document will be deregistered automatically by the next working day.
Please register FPS again via Personal Internet Banking or HSBC HK Mobile Banking app.
如您已更改您的手提電話號碼及／或電郵地址 及／或身分證明文件號碼，以舊手提電話號碼／電郵地址／身分證明文件號碼登記「 轉數快」的 紀錄將於下一個工作
天或之前自動刪除。請於個人網上理財或香港滙豐流動理財應用程式重新登記「轉數快」。
Telephone Number
電話號碼
Note 注意： For overseas number, please add country/region and area code (if any) in front of the number.
如海外號碼，請於號碼前加入國家／區域及地區編碼（如有）。
Residential 住宅
Office 辦事處
*^Mobile Phone/Pager 手提電話／傳呼機
Fax Number 傳真號碼
Residential 住宅
Office 辦事處
*^ Email Address
電子郵箱地址
(Maximum 70 characters
不可多於 70 個字母或符號
)
>> ASV-NSC / CPD
Print Blank Form
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OPS053R52-m W
[TABLET] Change of Address and/or Customer Information Instruction Form (For Personal Customer)
N
N
Y
N
N
1
OPS053W
Signature(s) (All concerned parties must sign for Joint Account(s) requiring Joint Signatures.)
Note: Credit Card signature is not applicable for customer instruction request verification [Except the customer only has maintained Credit Card account(s) with the Bank].
Change of Address and/or Customer Information Instruction Form (For Personal Customer) Page 頁次
2/4
更改地址及／或客戶資料指示表格（個人客戶）
OPS053R52-m (220421) W
New Customer Information/Address (Continued) 新 客 戶 資 料 ／ 地 址 （ 續 ）
Identification Document
Details 身分證明文件資料
Type 種類
Hong Kong Identity Passport Other:
Card 香港身分證 護照 其他：
(Place of Issue - Name of ID Document
簽發地點－身分證明文件的名稱）
Number 號碼
Nationality (Country/Region) 國籍（國家／地區）
Multiple Nationalities (Countries/Regions): Yes 是 No 否
多重國籍（國家／地區）：
Add 增加
Change 更改 From 由：
To 至：
Passport Place of Issue 護照簽發地點
Customer Title 客戶稱謂
Mr 先生 (M) Mrs 太太 (R) Miss 小姐 (I) Ms 女士 (S) Other 其他
Please update the above information to: 請更新以上資料至：
All Accounts 所有戶口
Selected accounts, please specify account number for future customer correspondence:
指定戶口，請列明戶口號碼作將來客戶通訊之用：
Note 注意： Customer's title must align with the customer's gender (e.g. Mr for male, Lady/Ms for female) unless those
titles which are gender neutral (e.g Doctor, Professor etc.).
稱謂必須與性別相符（例如：先生屬男性，夫人／女士屬女性）。中性稱謂（如：醫生，教授等）除外。
Customer Gender 客戶性別
Male 男 (M) Female 女 (F)
Note 注意： Change of gender must be based on the relevant information shown on customer's identification document and
will apply to all accounts of the customer.
更新的性別必須與 身分證明文件上的有關資料相符。有關資料將更新至所有客戶的 戶口紀錄。
Have you recently submitted Credit Card Application Form with existing identification document?
(application is under processing) 您最近有沒有使用現時的身分證明文件提交了信用卡申請表？（申請仍在處理中）
Yes No
是 沒有
Note 注意：
1. For a customer with Renminbi account or Integrated Account with Renminbi Savings only:
只適用於人民幣戶口或設於綜合理財戶口內的人民幣儲蓄客戶：
a. Change of identification document from Hong Kong identity card to non-Hong Kong identity card is not allowed.
身分證明文件不可由香港身分證轉為非香港身分證。
b. When change of identification document from non-Hong Kong identity card to Hong Kong identity card, the
relevant regulations of renminbi business relating to Hong Kong residents will apply.
當身分證明文件由非香港身分證轉為香港身分證時，有關香港居民的人民幣業務規定將適用。
2. If you have set up automated phonebanking service with existing identification document, please designate one existing
phonebanking service account to operate your phonebanking service. Please note that access to your phonebanking
service will only be available by using this designated account. Please complete the "Personal Phonebanking Service
Special Instructions/Cancellation Request Form" for registration of third party transfer accounts, if required.
如您使用現時的身分證明文件開設自動電話理財服務，請指定一個您現時使用的電話理財服務戶口。請注意，您只能使用該指定的電話理財
戶口繼續享用電話理財服務。如有需要，請自行填妥「個人電話理財服務特別指示／取消服務申請表格」，設定第三者轉賬戶口。
Designated Phonebanking Service Account 指定的電話理財戶口：
Phonebanking service account will be assigned by the Bank if not specified.
如不填寫，本行將為客戶指定一個電話理財戶口。
If you already have set up automated phonebanking service with new identification document, you can continuously
use this phonebanking service. Please note that access to your phonebanking service will only be available by using the
account(s) under new identification document. 如您已使用新的身分證明文件開設自動電話理財服務，您可以繼續使用自動電話理
財服務而不需另行指定。請注意，您只能使用新的身分證明文件開設的戶口享用電話理財服務。
For added convenience, you may set up "automatic account registration" instantly through automated phonebanking
service to access all existing and future self-name bank accounts and credit cards through phonebanking. 為方便起見，您
更可透過自動電話理財服務即時登記「自動戶口登記服務」，使現有及將來開立的單名及信用卡賬戶均可自動享有電話理財服務。
Change of Corresponding
Renminbi Savings A/C
更改同名的人民幣儲蓄戶口
(Applicable to Renminbi Current Account only
只適用於人民幣往來戶口
)
Renminbi Current Account Number 人民幣往來戶口號碼
New Renminbi Savings Account Number 新人民幣儲蓄戶口號碼
Employment Status
職業狀況
+
Self-Employed 自僱 (S)
+
Full-time Employed 全職 (F)
+
Part-time Employed 兼職 (P)
Not Currently Employed 非在職 (X) Student 學生 (T) Housewife 主婦 (H) Retired 退休 (R)
+
For self-employed, full-time employed or part-time employed Customers, please also complete the employment information
below:
自僱，全職或兼職的客戶，亦須填寫下列的職業資料 ：
New Occupation 新職業
New Job Title (if applicable) 新工作職位
（如適用）
New Employment Start
Date (if applicable)
新任職日期
（如適用）
(Month/Year
月／年
)
Name of New Employer/Business 新僱主／公司名稱
Checked and Copied (Initial)
Change of Address and/or Customer Information Instruction Form (For Personal Customer) Page 頁次
3/4
更改地址及／或客戶資料指示表格（個人客戶）
OPS053R52-m (220421) W
New Customer Information/Address (Continued) 新 客 戶 資 料 ／ 地 址 （ 續 ）
Employment Status
職業狀況
New Monthly Salary (HKD) 新月薪（港幣）
below 5,000 以下 (0) 5,000 - 9,999 (1) 10,000 - 14,999 (2) 15,000 - 19,999 (3) 20,000 - 29,999 (4)
30,000 - 49,999 (5) 50,000 - 69,999 (6) 70,000 - 99,999 (7) 100,000 - 199,999 (8) 200,000 or above 或以上(9)
New Employer/Business Industry 新僱主／公司業務
Manufacturing 製造 Import/Export/Wholesale 出入口／批發 Finance/Insurance 金融／保險
Construction 建築 Communications 通訊 Retail 零售
Business Services 商用服務
Transport 運輸 Real Estate 地產
Restaurants 飲食 Public Services 公共服務
Hotel/Boarding Houses Personal and Household Amusement & Recreation Services
酒店／旅館
Services 個人／家居服務
遊樂園及康樂活動
Primary & Pre-primary Education 小學及學前教育 General Secondary Education 中學
Tech & Vocational Sec Edu 職業及專業教育 Higher Edu & University 大學及專上課程
Engineering 工程 Hairdressing & Beauty 理髮及美容 Health Care 醫療服務
Union & Organisations 工會／組織活動 Legal 法律 Leisure & Entertainment 娛樂
Charity (Non Govt Bodies) 慈善活動 Travel & Tourism 旅遊 Utilities (Electricity) 公用事業（電力）
Utilities (Gas) 公用事業（煤氣） Utilities (Water) 公用事業（水務）
Science and Technology 科學及資訊科技 Industrial 工業 Logistics 物流 Sports Activities 體育活動
Other (please specify) 其他
（請說明）
：
Address 地址
(Please complete "Address Type", "Address Details" and "Accounts Required to Change Correspondence Address" sections.
請填寫「地址類別」、「地址資料」及「需更改通訊地址的戶口」部分。
)
Address Type
地址類別
Residential Residential and Correspondence Correspondence Office Office and Correspondence
住宅 住宅及通訊 通訊 辦事處 辦事處及通訊
Permanent Permanent and Correspondence Others (please specify):
永久 永久及通訊 其他
（請說明）
：
"Accounts Required to Change Correspondence Address" section must be completed.
必須填寫「需更改通訊地址的戶口」部分。
Address Details 地址資料
(Please complete in English except the address is in mainland China
除中國內地地址外，請以英文填寫
)
● Room/Flat/Floor/Block
室／樓／座
Room 室 Flat 室
Floor 樓
Block 座
● Name of Building 大廈名稱
● Name of Estate 屋邨名稱
● Number and Name of Street/
Road 門牌號數及街道名稱
● District 地區
Hong Kong 香港 Kowloon 九龍 New Territories 新界
● For Overseas Address Only
只適用於海外地址
- Country/Region and Postal Code
國家／地區及郵區編碼
Chinese Correspondence
Address
中文通訊地址
(Applicable to Integrated
Account / Investment Services
/ Unit Trusts / Securities
account only
只適用於綜合理財戶口／投資服
務／單位信託基金／證券戶口）
(Applicable to Address in mainland China or Taiwan Only
只適用於中國內地或台灣地址
)
Note 注意： Please use simplified Chinese characters for address in mainland China and traditional Chinese characters for
address in Taiwan. 如為中國內地地址， 請以簡體中文填寫；如為台灣地址，請以繁體中文填寫。
Same as above 與上述地址相同
Chinese Correspondence Address Details 中文通訊地址資料： Taiwan 台灣 Mainland China 中國內地
Opt-out Chinese
Correspondence Address
刪除中文通訊地址
(Applicable to Integrated Account / Investment Services /
Unit Trusts / Securities account only
只適用於綜合理財戶口／投資服務／單位信託基金／證券戶口
)
Opt-out Chinese Correspondence Address
刪除中文通訊地址
Change of Address and/or Customer Information Instruction Form (For Personal Customer) Page 頁次
4/4
更改地址及／或客戶資料指示表格（個人客戶）
OPS053R52-m (220421) W
New Customer Information/Address (Continued) 新 客 戶 資 料 ／ 地 址 （ 續 ）
Note 注意：
1. In compliance with securities dealing restrictions/relevant laws and/or regulation in the United States of America (US) and Canada (CN), customers
changing any of their addresses on our record to US or CN will not be able to continue to enjoy our securities and unit trust trading services. In case you
have a Margin FX Trading Services, you will be required to close your Margin FX Trading Account and all open positions.
基於美國及 加拿大就有關證 券交易的管制／有關法例及／或規則，若客戶將其在本行紀錄的任何地址更改為美國或加拿 大地址 ，均不可繼續享用本行所提供的任何證券或基金
投資服務。如果您擁有外匯孖展買賣服務，您需要將所有未平倉盤平倉及取消您的外匯孖展買賣戶口。
Please also note that customers (who are South Korean nationals) changing any of their addresses on our record to South Korea, will not be able to
continue to enjoy our securities and unit trust trading services. In case you have a Margin FX Trading Services, you will be required to close your Margin
FX Trading Account and all open positions. 此外，請注意，若客戶將其在本行紀錄的任何地址更改為南韓地址（而客戶同時為南韓公民），均不可繼續享有本行所提供
的任何證券或基金投資服務。如果您擁有外匯孖展買賣服務 ，您需要將所有未平倉盤平倉及取消您的外匯孖展買賣戶口。
2. If you are holding with the Bank an overseas securities account and/or have holdings in treasuries, bonds, bank deposits (including CDs), securities or any
other investment products issued by a United States issuer, you are required to separately submit to the Bank a new form W-8BEN (Certificate of Foreign
Status of Beneficial Owner for United States Tax Withholding) or such other form as required by the Bank from time to time incorporating your new
address and other updated information. 如閣下持有本行的海外證券戶口及／或美國國庫債券及／或任何美國發行者發出的債券、銀行存款（包括存款證）、證券或其他投資
工具，閣下需要同時遞交一份更新的 W-8BEN 表格（美國預扣稅實益擁有人外國身分證明書）或按本行不時要求遞交的其他表格，在表格上納入新地址及其他更新資料。
3. For residential address update, please note that P O Box is not acceptable. 如更改住宅地址，郵政信箱恕不接受。
4. In compliance with United States' foreign exchange transactions laws, customers changing any of their nationalities or addresses on our record to US will
not be able to apply for certain types of foreign exchange products (for enquiries, please refer to our branches).
基於美國外匯交易法例的管制，若客戶將其在本行紀錄的國籍更改為美國國籍或任何地址更改為美國地址，均不可申請外匯相關產品（如有查詢，請聯絡本行各分行）。
5. The Chinese correspondence address provided should be the same as that provided in English. 所提供的中文通訊地址需與英文通訊地址相同。
6. The Bank will only send selected statement(s) and advice(s) to the correspondence address in mainland China or Taiwan in Chinese. For details, please
refer to "Documents to be mailed in Chinese (Personal Customer)". The list of documents may be updated from time to time.
本行只以中文通訊地址遞送指定的戶口結單及通知書往中國內地或台灣。有關詳情請參閱本行的「以中文郵寄的文件（個人客戶）」，列表內容將不時 更新。
7. If the Chinese correspondence address is to be updated, please inform the Bank of the new address in both Chinese and English.
如您更新中文通訊地址，請把該中英文地址一併通知本行。
Accounts Required to
Change Correspondence
Address
需更改通訊地址的戶口
Account/Credit Card Number/Safe Deposit Box 戶口／信用卡號碼／保管箱
All ( sole joint ) accounts/safe deposit box and credit cards (if any) maintained with the Bank under the
所有 獨立 聯名 Identification Document Number(s).
戶口／保管箱及信用卡（如有）在貴行以所述的身分證明文件號碼開立的。
The following specified accounts/credit cards maintained with the Bank
下列開立於貴行的指定戶口／信用卡：
1.
3.
5.
2.
4.
6.
Safe Deposit Branch and Locker Number 保管箱分行及號碼：
Note 注意： 1. Customers holding HSBC Holdings plc shares in their names are kindly requested to notify Central
Registration Hong Kong Ltd., GPO Box 269, Hong Kong direct of any change in their address. 持有滙豐控
股有限公司股票者，地址有任何更改時請直接通知香港中央證券登記有限公司，地址為香港郵政總局信箱 269 號。
2. If you want the updated correspondence address to apply to All accounts including cancelled credit
card(s) with outstanding balance, please specify above the cancelled credit card number(s) to ensure card
statements and related communications are sent to your updated address. Otherwise, the correspondence
address of all cancelled credit card(s) will not be updated. 如欲更改所有戶口包括已取消但仍有結欠的信用卡戶
口的通訊地址，請於以上列明該已取消的信用卡戶口號碼以確保信用卡戶口結單及有關通訊能郵寄至您的新地址。否
則，新的通訊地址將不會更新至所有已取 消的信用卡戶口。
Others 其他
Signature and Other Information 簽 署 及 其 他 資 料
Signature(s) (All concerned parties must sign for Joint Account(s) requiring Joint Signatures.)
簽署
（聯名戶口而需聯名簽署者，有關人 士均需簽署。）
X
Note
注意：
# Credit Card signature is not applicable for customer instruction request verification
[Except the customer only has maintained Credit Card account(s) with the Bank].
# 信用卡簽署不適用於核對客戶指示（若客戶在本行只持有信用卡戶口除外 ）。
Name of Signatory(ies) 簽署人姓名
(For Joint Account or if this form is signed by an Attorney.
適用於聯名戶口或如這表格是由代理人簽署。）
Account Number (#Specify any one account number to
which the above signature(s) can apply.)
戶口號碼
（#請註明任何一個使用以上簽署的戶口號碼。）
For Bank Use Only 銀行專用
Customer does NOT maintain any Renminbi account nor Integrated Account with Renminbi Savings
(Applicable to Change of Customer ID to non-HKID).
ID Sighted
Customer maintains Mortgage account (Applicable to change of customer name).
No Yes (Attached solicitor certified true copy of Deed Poll &
Mortgage account number:
)
Chinese Mailing Name (Applicable to customer registered with a Chinese correspondence address -
address in mainland China / Taiwan)
Updated Signature Card also submitted.
Branch Chop and Authorised Signature
(with Signature Number or Staff ID)
S.V.
@#signStart1#@
@#signEnd1#@
@#SVStart#@
@#SVEnd#@
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Completed 23 June 2021

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