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

  • Guidance Notes - Executive Wealthbuilder Account for the individual investor

    These guidance notes are to be used alongside the application form for individual investors wishing to invest in the Executive Wealthbuilder Account. Both life assurance and redemption versions.

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  • Guidance Notes - Executive Wealthbuilder Account for the individual investor (Redemption version)

    These guidance notes are to be used alongside the application form for individual investors wishing to invest in the Executive Wealthbuilder Account - redemption version.

    Download
  • Executive Wealthbuilder Account application form for the individual investor

    Please use this application form for individual investors wishing to invest in the Executive Wealthbuilder Account. This application is for life assurance and redemption versions.

    Not available in Hong Kong, Singapore, UK and USA.

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

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  • Adding to your Executive Wealthbuilder Account

    Please use this application form to add to Executive Wealthbuilder Account (EWA). To be used by financial advisers, their staff or families offered the EWA special terms.

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  • Tax Declaration and Self Certification for individual investors

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

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  • 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

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