Get Assetmaster Dealing Instruction Form (pdf) - Hsbc Expat

This guide provides clear, step-by-step instructions for completing the AssetMaster Dealing Instruction Form for HSBC Expat. Designed to support users of all experience levels, this guide will help ensure accurate and efficient completion of the form.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it for use.
2. Enter your AssetMaster account number as well as the customer name(s) or corporate name at the top of the form.
3. In the Investment Details section, select the currency and indicate your desired investment amount. Make sure to check the minimum amount per investment requirements.
4. For each investment, provide the fund provider, fund name, and ISIN code where required. Repeat the process for each investment if you are selecting multiple options.
5. Complete the Source of Wealth section. Select the appropriate boxes to indicate the source of your funds, and provide additional required documentation when necessary.
6. Fill out the Sending Bank Details section with the information of the bank account from where your payment or cheque will be sent.
7. If applicable, complete the Switching Instructions for Investment Bonds section, detailing your switching requirements clearly.
8. In the Sell and Repurchase Instructions section, specify any investments you wish to redeem and detail how you would like the proceeds to be invested.
9. After filling in all applicable sections, review your entries for accuracy. Sign and date the declaration section as necessary.
10. Once the form is completed, save your changes, download, print, or share the form as desired.

Start filling out your AssetMaster Dealing Instruction Form online today!