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)
Date 日期
day / month / year
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.
條例 否則
貨事務監察委員會持牌人或註冊人操守準
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. 必須如將僱或再受任何牌法或註構從例界的受活動通知
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. (1) 寄回 72677
(2)
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.
更改積金豐人保險國際的人保險單及安盛公司險表
Customer Details and Effective Date of Change(s) (Must be Completed
必須填寫
)
Full Name
(For Joint Accounts, please state the full name of the person to whom the following information is related.)
如屬聯名戶口。)
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特別是
如果您曾經以不同的個人
)
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. 您之同的個人證明記至兩個資戶隨後求銀變個
文件碼記成為有一人身證明及號
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. 之前聯名資戶第一口持人已口已
口持投資戶口
請聯本港行的查詢
Effective Date
生效日期
With Immediate Effect 即時生效 From
開始
Day
Month
Year
New Customer Information/Address
(Complete only those details to be changed
)
Please update the following change(s) (if any) to the records maintained with the Bank under the Identification Document Number(s) stated above.
如有
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.
請提供個人以確傳送到電郵地址
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 電郵地址身分證 轉數快
天或之前自動刪除」。
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.
如海外號碼區域及地區編碼如有)。
Residential 住宅
Office 辦事處
*^Mobile Phone/Pager 手提電話
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
Print
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)
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
發地分證明文件的名稱
Number 號碼
Nationality (Country/Region) 國籍國家地區
Multiple Nationalities (Countries/Regions): Yes No
多重國籍國家地區
Add 增加
Change 更改 From
To
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:
All Accounts 所有戶口
Selected accounts, please specify account number for future customer correspondence:
指定戶口
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.).
稱謂必須與性別相例如夫人)。醫生教授等除外
Customer Gender 客戶性別
Male (M) Female (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 戶口紀錄
Have you recently submitted Credit Card Application Form with existing identification document?
(application is under processing) 您最沒有使現時身分明文交了卡申?(申請在處
Yes No
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.
分證文件非香證轉香港證時關香居民民幣規定適用
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.
使用時的分證開設電話服務指定一個使用電話財服使用指定電話
繼續用電理財如有填妥個人理財務特指示務申表格」,第三轉賬
Designated Phonebanking Service Account 指定話理
Phonebanking service account will be assigned by the Bank if not specified.
不填本行客戶一個理財戶口
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. 已使新的證明件開動電理財可以繼續使自動
務而需另指定注意只能使新的分證件開戶口用電理財
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. 便起見
透過動電理財即時自動口登服務」,使現有及將立的名及卡賬均可享有理財
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
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
(Month/Year
)
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)
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
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
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 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.
必須需更訊地的戶部分
Address Details 資料
(Please complete in English except the address is in mainland China
)
Room/Flat/Floor/Block
Room Flat
Floor
Block
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
Chinese Correspondence
Address
中文通訊地址
(Applicable to Integrated
Account / Investment Services
/ Unit Trusts / Securities
account only
(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
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
)
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)
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.
或規則
投資服務
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),
的任何證券或基金投資服務
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. 閣下本行海外券戶或美國庫何美行者發出存款)、證券其他
工具要同交一更新 W-8BEN 表格美國扣稅擁有國身證明按本不時求遞其他納入地址其他資料
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
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)。
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
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
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).
戶口如有
The following specified accounts/credit cards maintained with the Bank
下列開立於貴行的指定戶口
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. 持有豐控
限公股票有任更改請直通知 269
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. 如欲更改所有口包括已取消
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
Others 其他
Signature and Other Information
Signature(s) (All concerned parties must sign for Joint Account(s) requiring Joint Signatures.)
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 )。
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
Account Number (#Specify any one account number to
which the above signature(s) can apply.)
戶口號碼
#使。)
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#@