Get Cka Hsbc Form

Filling out the Cka Hsbc Form online is a straightforward process that allows you to assess your knowledge regarding investment products efficiently. This guide provides step-by-step instructions to ensure you complete the form correctly and submit it with ease.

Follow the steps to accurately complete the Cka Hsbc Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your personal information, including the name of the policyowner, policy number, NRIC or passport number, and contact number. Make sure each entry is accurate.
3. Provide your current mailing address. Note that this address will replace your existing address in their records if they differ.
4. Proceed to Part A of the form to complete the Customer Knowledge Assessment. Answer the educational qualifications questions by selecting 'Yes' or 'No' and providing details of any relevant qualification if applicable.
5. In the investment experience section, indicate if you have made at least six transactions in specified investment products over the past three years. Detail the type of products and the date of your most recent transaction.
6. Next, complete the work experience section by specifying if you have a minimum of three consecutive years of working experience in relevant financial fields, along with the number of years served.
7. Move to Part B of the form. Tick the option that fits your situation based on your responses in Part A and understand the implications of your declaration.
8. Finally, sign and date the form to confirm your information is accurate before submitting it along with any required policy amendment forms.
9. After completing all sections, ensure to save your changes, then download, print, or share the form as necessary.

Start completing your documents online today for a seamless experience.