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Download investments forms and documents

Find the forms you need to place your purchase orders or amend your instructions. You can also find documents for our investment products here.

HSBC HK
Investments
Forms and documents

Stocks

Currency exchange

Unit trusts

Unit trusts account terms and conditions (PDF) Download
Unit Trusts Monthly Investment Plan (UTMIP) terms and conditions and declarations (PDF) Download
Unit Trusts Monthly Investment Plan Service Charges Terms and Conditions (For Personal Customer) [PDF] - 9 Nov 2020 Download
Unit Trust Service Charge (with Terms and Conditions) [PDF] - 30 Oct 2020 Download
Unit Trusts Monthly Investment Plan Subscription Order Terms and Conditions (For Personal Customer) [PDF] - 22 Mar 2021 Download
Terms and Conditions (For Personal Customer) - Unit Trust [PDF] - 22 Mar 2021 Download

Investment accounts

Bonds/Certificates of Deposit

Structured products

Deposit Plus

Deposit Plus Supplemental Terms and Conditions [PDF] - 06 Apr 2019 Download