Top of main content
A woman is talking to her client; image used in forms and documents

Forms and documents

Important notice 

The forms and documents available here are for use by customers of the following firms only:

  1. HSBC Broking Services (Asia) Limited [HCBS]
  2. HSBC Broking Securities (Asia) Limited [HCBO]

For HSBC retail banking customers, please click here to download the appropriate instruction form.

Select the service you need

Select the investment information you want to know

Terms of business

Customer Agreement with HSBC Broking Securities (Asia) Limited

Fees and Charges

Disclosure of Sales Related Information

The Notice relating to the Personal Data (Privacy) Ordinance

Account opening

Interested in professional account executives' services? Please click here.

Account closure

Bereavement Guide

Change of customer information

Common Reporting Standard (CRS)

Customer Risk Profiling Questionnaire (CRPQ)

Digital services

eStatement/eAdvice

Electronic notifications

Trading hours

Supplemental Letter

Product factsheets

Shanghai and Shenzhen Stock Connect (China Connect)

© Copyright. HSBC Broking Services (Asia) Limited 2005-2026. All rights reserved

This website is designed for use in Hong Kong. Cross-border disclosure