FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Applications and guidance notes

  • European Wealth Bond - application form

    Please use this application for individual investors wishing to invest in the International Portfolio Bond.

    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
  • Discounted Gift Trust Application with an European Wealth Bond

    Please use this application for individual investors wishing to invest in the International Portfolio Bond.

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

    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.