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Bank Account Opening Survey September 2016Acknowledgement The Hong Kong Institute of Chartered Secretaries (HKI CS) is a professional body representing Chartered Secretaries in Hong Kong and Mainland
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How to fill out bank account opening survey
How to fill out bank account opening survey
01
Gather all required documents such as identification proof, address proof, and PAN card.
02
Visit the bank branch and approach the customer service desk.
03
Request for a bank account opening survey form.
04
Fill out the form accurately and provide all necessary information such as name, date of birth, contact details, etc.
05
Answer all the questions in the survey honestly and truthfully.
06
Double-check all the information provided in the form for any errors or missing details.
07
Submit the filled-out form along with the required documents to the bank representative.
08
Wait for the bank to process your application and verify the information provided.
09
Once the account is approved, you will be informed about the account number and other details.
10
Visit the bank branch again to complete any additional formalities and collect your account documents and welcome kit.
Who needs bank account opening survey?
01
Anyone who wants to open a bank account with a particular bank needs to fill out a bank account opening survey. This is applicable to both individuals and companies.
02
The survey helps the bank gather necessary information about the customer, assess their eligibility for opening an account, and comply with regulatory requirements.
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