Change of Address and/or Customer Information day 日 / month 月 / year 年

Instruction Form (For Personal Customer) Date 日期

更改地址及／或客戶資料指示表格（個人客戶）
Note 注意： 1. Please complete in Block Letters and tick where applicable. 請用正 楷填寫， 並在適當的地方加 上剔號。
2. a. If you maintain any investment or securities accounts, you have to confirm that you are not currently employed by any licensed or registered
person to carry on regulated activities as defined in the Securities and Futures Ordinance ("Ordinance"). Otherwise, in compliance with the
Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission, you are required to obtain a consent
letter from your employer before you can continue to enjoy our securities and unit trust trading services.
如您持有任何投資或證券戶口，您需要確認現時不是 受 僱 於 任 何 持 牌 法團 或 註 冊 機構 從 事 證 券 及 期 貨 條 例（「 條例 」） 界 定的 受 規 管 活 動 。 否 則 ， 根 據 證券 及
期貨事務監察委員會持牌人或註冊人操守準則，您如欲繼續 享用本行所提 供的證券 或投資服務，您需 要得到僱主的 書面同意。
b. You should undertake to promptly notify the Bank if you become or cease to be employed by any licensed or registered person to carry on
regulated activities as defined in the Ordinance. 您必須承諾如將受僱或不再受僱於任何持牌法團或註冊機構從事條例界定的受規管活動時，立即通知本行。
3. Please return your completed form either (1) by mail to "The Hongkong and Shanghai Banking Corporation Limited, P O Box 72677,
Kowloon Central Post Office, Kowloon, Hong Kong", or (2) by visiting your nearest HSBC Branch. Your request will normally be processed
within 7 working days upon our receipt of your form. 請將已填妥的表格 ( 1) 寄回九 龍 中 央 郵 政 局 郵 政 信 箱 7 2 6 7 7 號 「 香 港 上 海 滙豐 銀 行 有 限 公 司 」
收，或 (2) 交回就近滙豐分行。本行將在收到您的申請表後 七個工作天內 處理您的 申請。
4. For change of personal information for MPF accounts, life insurance policies with HSBC Life (International) Limited and general insurance
policies that are underwritten by AXA General Insurance Hong Kong Limited, customers are kindly requested to complete separate MPF and
insurance forms respectively.
如欲更改強積金戶口、滙豐人壽保險（國際）有限公司的人壽保險保單及由安盛保險有限公司所承保的一般保單的個人資料，請分別填寫有關的強積金及保險表格。

Customer Details and Effective Date of Change(s) 客 戶 資 料 及 更 改 資 料 生 效 日 期 (Must be Completed 必 須 填 寫 )

(For Joint Accounts, please state the full name of the person to whom the following information is related.)
Full Name （如屬聯名戶口，請註明下列資料所屬者的全名。）
全名
(Please write down all Identification Document Numbers recorded with the Bank, especially if you have multiple accounts
registered with different personal identity number and document, for which the following changes will apply. Failure to do
so may result in your request not being updated. 為使本行能更改以下的資料，請列出所有紀錄在本行的身分證明文件號碼，特別是
如果您曾經以不同的個人身分證明文件及號碼登記多於一個戶口。如果沒有提供該等資料可能會導致不能根據您的指示作更新。 )
Type 種類： Hong Kong Identity Card 香港身分證

Passport 護照 (Place of Issue 簽發地 點 )

Other 其他
(Place of Issue - Name of ID Document 簽發地點－身分證明文件的名稱
Identification Document Number 號碼：
Details 身分證明文件資料
If you have previously opened at least two investment accounts with different personal identity documents/numbers,
and subsequently requested the Bank to change records of personal identity documents/numbers into one personal
identity document and number. 若您之前以不同的個人身分證明文件／號碼登記至少有兩個投資戶口，並隨後要求銀行改變個人身分
證明文件／號碼記錄成為只有一個個人身分證明文件及號碼。
If you have previously maintained Joint Investment Account and after the principal account holder has deceased, the
investment account has changed the status to sole account. The principal account holder is usually the 1st named
holder in the account name. If you are uncertain as to who is the principal account holder of the Joint Investment
Account, please contact our staff at local HSBC branch. 若您之前持有聯名投資戶口，而第一戶口持有人已身故後，投資戶口已
經改變為單名戶口。一般而言，戶口持有人名稱排第一者即為第一戶口持有人。若不清楚那一戶口持有人為聯名投資戶口的第一戶口持有
人，請聯絡本港分行的職員查詢。

Effective Date With Immediate Effect 即時生效 From 由 開始

生效日期 Day 日 Month 月 Year 年

New Customer Information/Address (Complete only those details to be changed)

新客戶資料／地址（只需填寫所需更改的資料）
Please update the following change(s) (if any) to the records maintained with the Bank under the Identification Document Number(s) stated above.
請補誌下列的更改（如有）於貴行以上述的身分證明文件號碼建立的紀錄。
Note 注意： 1. * Please provide your personal mobile number / email address that is exclusively for your own use to ensure that your confidential account or
transaction related information is delivered to the mobile number / email address that is accessible by you only.
請提供您個人專用的手提電話號碼／電郵地址，以確保有關 閣下戶口或交 易的信息 被傳送到只能被閣 下接收及開啟 的手提電 話號碼／電郵地址。
2. ^ If your mobile number and/or email address and/or identification document number are/is changed in our record, the registered FPS record
linked with the previous mobile number/email address/identification document will be deregistered automatically by the next working day.
Please register FPS again via Personal Internet Banking or HSBC HK Mobile Banking app.
如您已更改您的手提電話號碼及／或電郵地址及／或身分證明文 件號碼，以 舊手提 電話號碼／電 郵地址／ 身分證明文 件號碼 登記「轉數快 」的紀錄將於下一個 工作
天或之前自動刪除。請於個人網上理財或香港滙豐流動理財 應用程式重新 登記「轉 數快」。

Note 注意： For overseas number, please add country/region and area code (if any) in front of the number.
如海外號碼，請於 號碼前加入國 家／區域 及地區編碼（如有 ）。
Telephone Number
電話號碼 Residential 住宅 Office 辦事處 *^Mobile Phone/Pager 手提電話／傳 呼機

Residential 住宅 Office 辦事處

Fax Number 傳真號碼
*^ Email Address (Maximum 70 characters 不可多於 70 個字母或符號 )
電子郵箱地址

>> ASV-NSC / CPD

The Hongkong and Shanghai Banking Corporation Limited Page 頁次 1/4
OPS053R53-m (011221) W TAB
New Customer Information/Address (Continued) 新 客 戶 資 料 ／ 地 址 （ 續 ）
Type 種類
Hong Kong Identity Passport Other:
Card 香港身分證 護照 其他： (Place of Issue - Name of ID Document 簽發地點－身分證明文件的名稱
Number 號碼 Nationality (Country/Region) 國籍（國家／地區）
Multiple Nationalities (Countries/Regions): Yes 是 No 否
多重國籍（國家／ 地區）：

Add 增加
Passport Place of Issue 護照簽發地點
Change 更改 From 由：

To 至：
Customer Title 客戶稱謂

Mr 先生 (M) Mrs 太太 (R) Miss 小姐 (I) Ms 女士 (S) Other 其他

Please update the above information to: 請更新以上資料 至：
All Accounts 所有戶口
Selected accounts, please specify account number for future customer correspondence:
指定戶口，請列明戶口號碼作將 來客戶通 訊之用：

Note 注 意 ： Customer's title must align with the customer's gender (e.g. Mr for male, Lady/Ms for female) unless those
titles which are gender neutral (e.g Doctor, Professor etc.).
稱謂必須與性別相 符（例如：先 生屬男性 ，夫人／女士屬女 性）。中性稱 謂（如： 醫生，教授等）除 外。

Customer Gender 客戶性別 Checked and Copied (Initial)

Male 男 (M) Female 女 (F)
Note 注 意 ： Change of gender must be based on the relevant information shown on customer's identification document and
will apply to all accounts of the customer.
Identification Document 更新的性別必須與身分證明文件 上的有關 資料相符。有關資 料將更新至所 有客戶的 戶口紀錄。
Details 身分證明文件資料
Have you recently submitted Credit Card Application Form with existing identification document? Yes No
(application is under processing) 您最近有沒有使用現時的身分證明文件提交了信用卡申請表？（申請仍在處理中） 是 沒有
Note 注 意 ：
1. For a customer with Renminbi account or Integrated Account with Renminbi Savings only:
只適用於人民幣戶口或設於綜合 理財戶口 內的人民幣儲蓄客 戶：
a. Change of identification document from Hong Kong identity card to non-Hong Kong identity card is not allowed.
身分證明文件不可由香港身分證 轉為非香 港身分證。
b. When change of identification document from non-Hong Kong identity card to Hong Kong identity card, the
relevant regulations of renminbi business relating to Hong Kong residents will apply.
當身分證明文件由非香港身分證轉為香港身分證時，有關香港居民的人民幣業務規定將適用。

2. If you have set up automated phonebanking service with existing identification document, please designate one existing
phonebanking service account to operate your phonebanking service. Please note that access to your phonebanking
service will only be available by using this designated account. Please complete the "Personal Phonebanking Service
Special Instructions/Cancellation Request Form" for registration of third party transfer accounts, if required.
如您使用現時的身分證明文件開設自動電話理財服務，請指定一個您現時使用的電話理財服務戶口。請注意，您只能使用該指定的電話理財
戶口繼續享用電話理財服務。如有需要，請自行填妥「個人電話理財服務特別指示／取消服務申請表格」，設定第三者轉賬戶口。

Designated Phonebanking Service Account 指定的電話理財戶口：

Phonebanking service account will be assigned by the Bank if not specified. 如不填寫，本行將為客戶指定一個電話理財戶口。
If you already have set up automated phonebanking service with new identification document, you can continuously
use this phonebanking service. Please note that access to your phonebanking service will only be available by using the
account(s) under new identification document. 如您已使用新的身分證明文件開設自動電話理財服務，您可以繼續使用自動電話理
財服務而不需另行指定。請注意，您只能使用新的身分證明文件開設的戶口享用電話理財服務。
For added convenience, you may set up "automatic account registration" instantly through automated phonebanking
service to access all existing and future self-name bank accounts and credit cards through phonebanking. 為方便起見，您
更可透過自動電話理財服務即時登記「自動戶口登記服務」，使現有及將來開立的單名及信用卡賬戶均可自動享有電話理財服務。

(Applicable to Renminbi Current Account only 只適用於人民幣往來戶口 )

Change of Corresponding Renminbi Current Account Number 人民幣往來戶口號 碼 New Renminbi Savings Account Number 新人民幣儲蓄戶口號碼
Renminbi Savings A/C
更改同名的人民幣儲蓄戶口

+ Self-Employed 自僱 (S) + Full-time Employed 全職 (F) + Part-time Employed 兼職 (P)

Not Currently Employed 非在職 (X) Student 學生 (T) Housewife 主 婦 (H) Retired 退休 (R)
+ For self-employed, full-time employed or part-time employed Customers, please also complete the employment information
below: 自僱，全職或兼職的客戶，亦須填寫下列的職業資料：
Employment Status New Occupation 新職業 New Job Title (if applicable) 新工作職位 （如適用）

職業狀況

New Employment Start Name of New Employer/Business 新僱主／公司名稱

Date (if applicable)
新任職日期 （如適用）
(Month/Year 月／年)

Change of Address and/or Customer Information Instruction Form (For Personal Customer) Page 頁次 2/4
更改地址及／或客戶資料指示表格（個人客戶） OPS053R53-m (011221) W
New Customer Information/Address (Continued) 新 客 戶 資 料 ／ 地 址 （ 續 ）
New Monthly Salary (HKD) 新月薪（ 港幣）
below 5,000 以下 (0) 5,000 - 9,999 (1) 10,000 - 14,999 (2) 15,000 - 19,999 (3) 20,000 - 29,999 (4)
30,000 - 49,999 (5) 50,000 - 69,999 (6) 70,000 - 99,999 (7) 100,000 - 199,999 (8) 200,000 or above 或以上(9)
New Employer/Business Industry 新僱主／公司業務
Manufacturing 製造 Import/Export/Wholesale 出入口／ 批 發 Finance/Insurance 金融／保險
Construction 建築 Communications 通訊 Retail 零售 Business Services 商用服務
Transport 運輸 Real Estate 地產 Restaurants 飲食 Public Services 公共服務
Hotel/Boarding Houses Personal and Household Amusement & Recreation Services
酒店／旅館 Services 個人／家居 服務 遊樂園及康樂活動

Employment Status Primary & Pre-primary Education 小學及學前教育 General Secondary Education 中學
職業狀況 Tech & Vocational Sec Edu 職業及專業教育 Higher Edu & University 大學及專上 課程
Engineering 工程 Hairdressing & Beauty 理髮及美容 Health Care 醫療服務
Union & Organisations 工會／組織活動 Legal 法律 Leisure & Entertainment 娛樂
Charity (Non Govt Bodies) 慈善活動 Travel & Tourism 旅遊 Utilities (Electricity) 公用事業（電力）
Utilities (Gas) 公用事業（煤氣 ） Utilities (Water) 公用事業（水務）
Science and Technology 科學及資 訊科 技 Industrial 工業 Logistics 物流 Sports Activities 體育活動
Other (please specify) 其他 （請說明） ：

(Please complete "Address Type", "Address Details" and "Accounts Required to Change Correspondence Address" sections.
Address 地址 請填寫「地址類別」、「地址資料」及「需更改通訊地址的戶口」部分。 )

Residential Residential and Correspondence Correspondence Office Office and Correspondence

住宅 住宅及通訊 通訊 辦事處 辦事處及通訊
Address Type 地址類別 Others (please specify):
其他 （請說明） ：
"Accounts Required to Change Correspondence Address" section must be completed. 必須填寫「需更改通訊地址的戶口」部分。
Address Details 地址資料 (Please complete in English except the address is in mainland China 除中國內地地址外，請以英文填寫 )
Room/Flat/Floor/Block Room 室 Flat 室
室／樓／座 Floor 樓 Block 座

Name of Building 大廈名稱

Name of Estate 屋邨名稱

Number and Name of Street/
Road 門牌號數及街道名稱

District 地區
Hong Kong 香港 Kowloon 九龍 New Territories 新界
For Overseas Address Only
只適用於海外地址
- Country/Region and Postal Code
國家／地區及郵區編 碼
(Applicable to Address in mainland China or Taiwan Only 只適用於中國內地或台灣地址 )
Note 注 意 ： Please use simplified Chinese characters for address in mainland China and traditional Chinese characters for
address in Taiwan. 如為中國內地地址， 請以簡體中文填寫 ；如為台灣地 址，請以 繁體中文填寫。
Same as above 與上述地址相同

Chinese Correspondence Address Details 中文通訊地址資料： Taiwan 台灣 Mainland China 中國內地

Chinese Correspondence
Address 中文通訊地址
(Applicable to Integrated
Account / Investment Services
/ Unit Trusts / Securities
account only
只適用於綜合理財戶口／投資服
務／單位信託基金／證券戶口）

Opt-out Chinese (Applicable to Integrated Account / Investment Services /

Opt-out Chinese Correspondence Address
Correspondence Address Unit Trusts / Securities account only
刪除中文通訊地址
刪除中文通訊地址 只適用於綜合理財戶口／投資服務／單位信託基金／證券戶口 )

Change of Address and/or Customer Information Instruction Form (For Personal Customer) Page 頁次 3/4
更改地址及／或客戶資料指示表格（個人客戶） OPS053R53-m (011221) W
New Customer Information/Address (Continued) 新 客 戶 資 料 ／ 地 址 （ 續 ）
Note 注 意 ：
1. In compliance with securities dealing restrictions/relevant laws and/or regulation in the United States of America (US) and Canada (CN), customers
changing any of their addresses on our record to US or CN will not be able to continue to enjoy our securities and unit trust trading services. In case you
have a Margin FX Trading Services, you will be required to close your Margin FX Trading Account and all open positions.
基於美國及加拿大就有關證券交易的管制／有關法例及／或規則，若客 戶將 其 在本行 紀 錄 的任 何 地址 更 改為 美 國 或加 拿 大地址 ， 均 不可 繼 續享 用 本行 所 提 供的 任 何證券 或 基 金
投資服務。如果您 擁有外匯孖展買賣服務，您需要將所有未平倉盤平倉及 取消您的 外匯孖展買賣戶口 。
Please also note that customers (who are South Korean nationals) changing any of their addresses on our record to South Korea, will not be able to
continue to enjoy our securities and unit trust trading services. In case you have a Margin FX Trading Services, you will be required to close your Margin
FX Trading Account and all open positions. 此外，請注意，若客戶將其 在本 行紀錄的任何地址 更改為南韓地 址（而客 戶同時為南韓公民 ），均不可繼 續享有本 行所提供
的任何證券或基金 投資服務。如果您擁有外匯孖展買賣服務，您需要將所 有未平倉 盤平倉及取消您的 外匯孖展買賣 戶口。
2. If you are holding with the Bank an overseas securities account and/or have holdings in treasuries, bonds, bank deposits (including CDs), securities or any
other investment products issued by a United States issuer, you are required to separately submit to the Bank a new form W-8BEN (Certificate of Foreign
Status of Beneficial Owner for United States Tax Withholding) or such other form as required by the Bank from time to time incorporating your new
address and other updated information. 如閣下持有本行的海外證券戶口及／或美國國庫債券及／或任何美國發行者發出的債券、銀行存款（包括存款證）、證券或其他投資
工具，閣下需要同時遞交一份更新的 W-8BEN 表格（美國預扣稅實益擁有人外國身分證明書）或按本行不時要求遞交的其他表格，在表格上納入新地址及其他更新資料。
3. For residential address update, please note that P O Box is not acceptable. 如更改住宅地址，郵 政 信 箱 恕不接受。
4. In compliance with United States' foreign exchange transactions laws, customers changing any of their nationalities or addresses on our record to US will
not be able to apply for certain types of foreign exchange products (for enquiries, please refer to our branches).
基於美國外匯交易 法例的管制，若客戶將其在本行紀錄的國籍更改為美國 國籍或任 何地址更改為美國 地址，均不可 申請外匯 相關產品（如有查 詢，請聯絡本 行各分行 ）。
5. The Chinese correspondence address provided should be the same as that provided in English. 所提供的中文通訊地址需與英文通訊 地址相同。
6. The Bank will only send selected statement(s) and advice(s) to the correspondence address in mainland China or Taiwan in Chinese. For details, please
refer to "Documents to be mailed in Chinese (Personal Customer)". The list of documents may be updated from time to time.
本行只以中文通訊 地址遞送指定的戶口結單及通知書往中國內地或台灣。 有關詳情 請參閱本行的「以 中文郵寄的文 件（個人 客戶）」，列表內 容將不時更新 。
7. If the Chinese correspondence address is to be updated, please inform the Bank of the new address in both Chinese and English.
如您更新中文通訊 地址，請把該中英文地址一併通知本行。

Account/Credit Card Number/Safe Deposit Box 戶口／信用卡號碼／保管箱

All ( sole joint ) accounts/safe deposit box and credit cards (if any) maintained with the Bank under the
所有 獨立 聯名 Identification Document Number(s).
戶口／保管箱及信用卡（如有） 在貴行以 所述的身分證明文 件號碼開立的 。
The following specified accounts/credit cards maintained with the Bank 下列開立於貴行的指 定戶口／信用 卡：

1. 3. 5.

Accounts Required to 2. 4. 6.
Change Correspondence
Address Safe Deposit Branch and Locker Number 保管箱分行及號碼：
需更改通訊地址的戶口
Note 注意： 1. Customers holding HSBC Holdings plc shares in their names are kindly requested to notify Central
Registration Hong Kong Ltd., GPO Box 269, Hong Kong direct of any change in their address. 持有滙豐控
股有限公司股票者，地址有任何更改時請直接通知香港中央證券登記有限公司，地址為香港郵政總局信箱 269 號。
2. If you want the updated correspondence address to apply to All accounts including cancelled credit
card(s) with outstanding balance, please specify above the cancelled credit card number(s) to ensure card
statements and related communications are sent to your updated address. Otherwise, the correspondence
address of all cancelled credit card(s) will not be updated. 如欲更改所 有戶 口包括已 取 消但仍 有結欠的信用 卡戶
口的通訊地址，請於以上列明該已取消的信用卡戶口號碼以確保信用卡戶口結單及有關通訊能郵寄至您的新地址。否
則，新的通訊地址 將不會更新至 所有已取 消的信用卡戶口。

Others 其他

Signature and Other Information 簽 署 及 其 他 資 料

Signature(s) (All concerned parties must sign for Joint Account(s) requiring Joint Signatures.) Name of Signatory(ies) 簽署人姓名
簽署 （聯名戶口而需聯名簽署者，有關人士均需簽署。） (For Joint Account or if this form is signed by an Attorney.
適用於聯名戶口或如這表格是由代理人簽署。）

S.V.

Account Number (#Specify any one account number to

X which the above signature(s) can apply.)
Note 注意： # Credit Card signature is not applicable for customer instruction request verification 戶口號碼 （#請註明任何一個使用以上簽署的戶口號碼。）
[Except the customer only has maintained Credit Card account(s) with the Bank].
# 信用卡簽署不適用於核對客戶指示（若客戶在本行只持有信 用卡戶口除外 ）。

For Bank Use Only 銀 行 專 用

Customer does NOT maintain any Renminbi account nor Integrated Account with Renminbi Savings
ID Sighted
(Applicable to Change of Customer ID to non-HKID).
Customer maintains Mortgage account (Applicable to change of customer name). Branch Chop and Authorised Signature
(with Signature Number or Staff ID)
No Yes (Attached solicitor certified true copy of Deed Poll &
Mortgage account number: )
Chinese Mailing Name (Applicable to customer registered with a Chinese correspondence address -
address in mainland China / Taiwan)

Updated Signature Card also submitted.

Change of Address and/or Customer Information Instruction Form (For Personal Customer) Page 頁次 4/4
更改地址及／或客戶資料指示表格（個人客戶） OPS053R53-m (011221) W