FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Applications and guidance notes

  • Investment Account Application form - individual investors

    Please use this application for individual investors wishing to invest in the Investment Account.

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  • Guidance Notes - Investment Account for Individual Investors

    Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account.

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  • Portfolio Bond endorsement request

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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.