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/ FIRST SHANGHAI SECURITIES LIMITED / FIRST SHANGHAI FUTURES LIMITED 19 71 19/F, Wing On House, 71 DES Vogue Road Central, Hong Kong Tel: (852) 2532 1580 Fax: (852) 2537 6911 Change of Clients Particulars
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How to fill out change of client's particulars:

01
Obtain the necessary form: Start by acquiring the appropriate form for changing a client's particulars. This form can usually be obtained from the relevant authority or organization that requires the change.
02
Fill in the client's details: Begin by filling in the client's current details as accurately as possible. This includes information such as their name, contact details, and any identification numbers or account numbers that may be relevant.
03
Indicate the changes: Clearly specify the changes that need to be made to the client's particulars. This may involve updating their address, contact information, or any other relevant details that have changed.
04
Provide supporting documentation: In some cases, supporting documentation may be required to accompany the change request. This could include documents such as a valid ID card, proof of address, or any other necessary documentation depending on the nature of the change.
05
Sign and date the form: Ensure that the client or their authorized representative signs and dates the completed form. This verifies their consent and acknowledges the accuracy of the information provided.
06
Submit the form: Once the form is completed and signed, submit it to the appropriate authority or organization according to their specified procedures. This could involve physically submitting the form, mailing it, or submitting it online if applicable.

Who needs a change of client's particulars:

01
Individuals who have changed their name: Individuals who have legally changed their name due to marriage, adoption, or other reasons may need to update their client particulars to reflect their new name.
02
Businesses or organizations that have changed their contact information: If a business or organization has relocated, changed phone numbers, or updated any other contact information, they may need to request a change in their client particulars.
03
Clients who have experienced changes in their personal details: Clients who have experienced changes in their personal details, such as address, phone number, or other contact information, may need to update their particulars to ensure accurate communication and record-keeping.
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Change of client's particulars refers to updating or modifying the information related to a specific client's details.
The client or their authorized representative is required to file the change of client's particulars.
The change of client's particulars form must be completed with the updated information and any supporting documentation should be attached.
The purpose of the change of client's particulars is to ensure that the client's information on record is accurate and up to date.
The change of client's particulars form typically requires information such as name, address, contact details, and any other relevant details that need to be updated.
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