Get Customer Information / Sole Account Opening Form - Hsbc Com

Filling out the Customer Information / Sole Account Opening Form for HSBC can seem complex, but this guide provides you with clear, step-by-step instructions to help you complete the form accurately and efficiently. By following these instructions, you can ensure that you provide all necessary information for your account opening.

Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to obtain the form and access it in your chosen format.
2. Begin by filling out the personal details section. Provide your title, first name, last name, and gender. Ensure you enter your ID type and number, along with your date of birth and nationality.
3. In the address/contact details section, specify your correspondence address and provide your permanent address if it differs. Include postal codes and contact information such as phone and email.
4. Proceed to the demographics section. Indicate your occupation and employer name. If applicable, share information regarding your average monthly income and other financial details requested.
5. Next, fill in your family details. Enter your spouse’s name and occupation, as well as the number of children you have.
6. Move to the interest section, where you can select your hobbies. Remember to choose up to three hobbies from the list provided.
7. In the account preferences section, select the desired account types and specify the purpose of your banking relationship and anticipated transactional activities.
8. Review the customer declaration and ensure that you understand and agree to all terms. Sign and date the form at the end.
9. After reviewing all entries, you can save changes, download, print, or share the form as necessary.

Complete your HSBC account opening form online today for a seamless banking experience!