FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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APPLICATION FORMS

  • International Portfolio Bond application form - QROPS

    Please use this application for trustee investors wishing to invest in the International Portfolio Bond via a QROPS.

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

    Download
  • International Portfolio Bond application form - trustee investors

    Please use this application for trustee 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 entity investors

    Download
  • European Portfolio Bond - Life application form - QROPS/QNUPS

    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
  • 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.