Get General Terms And Conditions For Investment ... - Hsbc Singapore

This guide provides a step-by-step process to assist users in completing the General Terms And Conditions for Investment at HSBC Singapore. It is designed for a broad audience and aims to simplify the online filing experience.

Follow the steps to easily complete the online form.

1. Use the ‘Get Form’ button to access the online version of the General Terms and Conditions for Investment form.
2. Fill in the account opening information accurately. Specify the type of account, such as individual or joint, and select the appropriate account category from the list provided.
3. Complete the portfolio style section for FundMax accounts, selecting only one option such as Global or Singapore based on your investment strategy.
4. Provide your personal details as they appear on your NRIC or passport, including name, nationality, country of residence, and contact information. Ensure all information is current and correct.
5. If applicable, fill out the sections for joint account holders, ensuring that all required fields are completed for each party involved.
6. Review the options for mandate selection. Decide if the account will operate with singular or joint instructions from account holders.
7. Complete the section on secured overdraft if desired, noting that additional applications may be required.
8. Read and accept the declarations, ensuring you fully understand the implications of opening an investment account as outlined in the terms and disclaimers provided.
9. Finalize by signing and dating the form, confirming all provided information is accurate and that you have received all necessary disclosures.
10. Once completed, save your changes, and you will have the option to download, print, or share the completed form for your records.

Start completing your investment documentation online today to secure your financial future.