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Autopay Service

» Autopay Software(2025)
» Autopay Software Key

Documents Required for Opening Deposit Accounts

Personal/Joint Accounts

»  Personal/Joint Accounts

Business Accounts

» Limited Company Incorporated in Hong Kong 
» Sole Proprietorship 
» Partnership 
» Society 
» Owners Incorporation 
» Mutual Aid Committee 
» Co-operative Society 

Automatic Exchange of Financial Account Information

» Summary of Automatic Exchange of Financial Account Information (“AEOI ”) and Common Reporting Standard (“CRS”)
» Impact on Customers
» How to obtain more information and assistance
» Frequently asked questions╱Glossary
» Forms
    » Self-Certification Form (Individual) 
    » Self-Certification Form (Entity) 
    » Self-Certification Form (Entity – Annex) 
    » Supplementary Information Continuation Sheet (Entity) 
    » Supplementary Information Continuation Sheet (Entity-Annex) 

OTHERS

Remittance

» Conditions of Remittance 
» Remittance Application Form 
» Inward Remittance Correspondent List
» Purpose of Payment must be given on Cross-Border RMB Remittance of Corporate Customers

Account Services

» Direct Debit Authorization 
» Amendment of Direct Debit Authorization 
» Termination of Direct Debit Authorization
» Contact Information Amendment Form (Personal Customer)
» Customer Information Amendment Form (Personal Customer)
» Important Notice of Trading China A Shares and A Shares Margin Trading via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect
» Authorization of Personal Data Use under Investor identification regime at trading level for the securities market in Hong Kong (HKIDR)
» Telephone Instructions

Loans

» Mortgage Loan Application Form(For Individual)
» "Mortgage Insurance Programme" Application Form
» 《Personal Information Collection Statement in relation to the Mortgage Insurance Programme (MIP PICS)》
» Mortgage Loan Application Form (For Shelf Company AS BORROWER AND MORTGAGOR)
» Existing Loan Modification Form (For Individual)
» Existing Loan Modification Form(For Shelf Company AS BORROWER AND MORTGAGOR)
» APPLICATION FORM OF “CHIYU MONEY” PERSONAL LOAN
» Personal Loan Application Form
» Wealth Management Secured Overdraft Facility Application Form

CBS Online

» Daily Accumulated Debit Limits Amendment form
» Application form for re-issuing of Corporate Internet Banking Password for Primary User
» Subscriber Application Form for [Corporate e-Certificate]
» Termination of use of e-Certificate Request Form
» Security Device Application and Status Reset Form for Primary User
» Security Device Revocation Form
» CBS Online/BOCNET HK Security Device Application and Information Form for Delegate User
» Information Declaration Form for User

Trade Finance