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TWD Pre-defined Account / Account Linkage Application Form (PDF)

The Bank is under construction of system upgrade related to pre-designated account setup to ensure the safety of customer accounts. Therefore, starting from 2024/4/1 (inclusive) until the system upgrade is completed, we will suspend accepting mail-in applications for TWD pre-designated account setup (according to the postmark date shall prevail). The Bank will announce the resumption date of acceptance. If you need to apply for TWD pre-designated account setup, please visit our branch for application.

*Please use FireFox / Internet Explorer browser to download the PDF file and open with Adobe Reader software.

Note: This form is only applicable to the corporate customers who have signed back "Fax Instruction Agreement". Please type, print, sign and fax to the number listed at the bottom of form.

*Please use FireFox / Internet Explorer browser to download the PDF file and open with Adobe Reader software.

Note: For reviewing Risk profiling questionnaire of existing customers only.

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Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation. To improve the protection of customers' rights for the elderly or customers with special needs, the Bank provides relatives or friends to accompany them to participate in the communication to understand the product information, and provides enough time to consider whether to apply for related products. Please contact us via contact center (02)6616-6000 or email csr@hsbc.com.tw if any doubt/concern or further explanation is needed.