FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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APPLICATIONS AND GUIDANCE NOTES

  • European Capital Account application form

    Please use this application form for clients wishing to invest in the European Capital Account.

    Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors or click here for entity investors

    Download
  • European Capital Account application form under Cypriot Law

    Please use this application form for clients wishing to invest in the European Capital Account. This application is for Cyprus residents only under Cypriot Law.

    Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors or click here for entity investors

    Download
  • Know your client

    Download
  • Tax Declaration and Self Certification for individual investors

    Please use this form to confirm your clients country of residence for taxation. 

    Download
  • Tax Declaration and Self Certification for corporate and trustee investors

    Please use this form to confirm the tax status for Trustee and Corporate applicants. 

    Download

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.