Download Centre

Download Information

Personal Banking Forms
Commercial Banking Forms

In our download centre we have provided for your convenience items and forms that you may require for our products and services.

Click on the relevant links below to print the items/form that you require. These forms are to be completed and submitted to your nearest HSBC branch, along with the relevant documents for further processing.

Please read carefully the guidelines for each form below before downloading it.

HSBC reserves the right to amend the following forms and documents at any time without prior notice. For further enquiries, please call our Customer Services Hotline at 800 830 2880.

Personal Banking Forms

Open Accounts

Documentation for account opening - Personal customer
Customer Information / Sole Account Opening Form
General Customer Information / Joint Account Opening Form
HSBC Premier Service Conversion Form
Appendix of Account Opening Form – Other Information

Please take your completed application form to any HSBC branch for signature witnessing and further processing. HSBC China reserves the right to decline any account opening applications with incomplete forms and documents. For any enquiries, please call our Customer Services Hotline at 800 830 2880.

Notes: To open an account, customer should complete the account opening form, the personal customer information form and the personal account signature card. For more detail on account opening requirements, please refer to our FAQs.

Update Personal Details

Change of address and / or personal data instructions form

Please mail the completed forms, signed in accordance with the bank's record and the required documents (if any) to our branches in Mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 800 830 2880.

Transfers and Remittances

Standing Instruction
Foreign Currency Supporting Document Checklist
FCY Overseas Payment Application Form Smart Instruction Menu

Please mail the completed forms, signed in accordance with the bank's record and the required documents (if any) to our branches in Mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 800 830 2880.

Home Mortgage Loans

Home Mortgage Loan application form

Please mail the completed forms, signed in accordance with the bank's record and the required documents (if any) to our branches in Mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 800 830 2880.

Phonebanking

Personal customer phonebanking application form
Phonebanking special instruction request form
PhoneDirect Service General Terms And Conditions

Please consult our Customer Services Hotline at 800 820 8878 about the details of each service and form before downloading.

E-banking

Internet banking transaction limit change request form
Internet banking maintenance / cancellation request form
Internet banking for personal service - password reset form (only for May 2007 new internet banking users)

Please consult our Customer Services Hotline at 800 820 8878 about the details of each service and form before downloading.

Terms and Conditions

General Terms and Conditions for Personal Sole Accounts, Joint Accounts and Business Accounts have been revised, effective from 15 March 2006, in line with the HSBC Group policy for compliance with laws against terrorist, crime and sanctioned activities in various jurisdictions.

General Terms and Conditions
Terms and Conditions for Account of Deposit Without Fixed Maturity Date
Terms and Conditions for Time Deposit
Terms and Conditions for Call Deposit

Tariffs

Tariff of accounts and services (Updated 01 Feb 2008)

Commercial Banking Forms

Account Opening

Documentation for account opening - Company (including FIE and local company)
Documentation for account opening - Representative Office
Documentation for account opening - Overseas companies (including Hong Kong SAR, Macau SAR and Taiwan)
Documentation for account opening - Partnership enterprises established in Mainland China
Business Customer Information / Account Opening Form
BusinessVantage service conversion form
Mandate for Accounts of a Limited Company
Mandate for Accounts of a Local Enterprise with No Board of Directors
Appendix of Business Customer Information/Account Opening Form – Other Information

Before downloading the above forms, please consult your HSBC branch in mainland China about the procedures and required documents for corporate account opening.

Transfers and Remittances

FCY Payment Supporting Document Check List
FCY Overseas Payment Application Form Smart Instruction Menu

Terms and Conditions

Tariffs

Corporate Customer - Existing
Corporate Customer -

Please be advised that the 'Tariff of Account and Services for Corporate Customers' will be updated with effect from 29 September 2007.

Update (June 2007):
Nationwide RMB cheque clearing has come into effect across China since 25Jun2007. Prior to PBOC launch of nationwide cheque clearing, cheques could generally be used for in-city payments only. After 25Jun2007, you can issue cheques to your beneficiaries in any cities or regions in mainland China. Alternatively, you can also accept cheques from any cities or regions. 'Cheque available for payment all over China'. Please contact our local branches should you require further cheque image clearing details.

Trade Services

Forms downloaded from the website must contain all pages, including the Terms and Conditions

The below forms should be used based on UCP600 rules for Documentary Credit issued after 1 July 2007
Export trade collection/negotiation instruction
Instructions for Transfer of Credit in its Entirety
Instructions for Partial Transfer of Credit WITH substitution of invoices
Instructions for Partial Transfer of Credit WITHOUT substitution of Invoices
Application for Irrevocable Document Credit
Collection Order (OAT)

Please consult our branches in mainland China about the details of each service and form before downloading.
Please mail the completed forms, signed in accordance with the bank's record, and the required documents (if any) to our branches in mainland China for further processing. For any enquiries, please call our Customer Services Hotline at 800 820 8878.