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Number CAUSEWAY BAY Page 1 of 1HSBC Advance Portfolio HKD EquivalentTotal balance in HKD Total balance in Foreign Currency Total balance in Statement Gold Total balance in Overdraft(Debit) 0.00 4,768,064.25

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How to fill out hsbc advance portfolio

01

Gather all the necessary documents such as identification proof, address proof, income proof, and tax returns.

02

Visit the HSBC website or branch to download or obtain the advance portfolio form.

03

Fill out the personal details section including your name, contact information, and date of birth.

04

Provide your employment details including your occupation, company name, and annual income.

05

Enter your current residential address and any previous addresses if applicable.

06

Fill in the details of any joint applicants if you are applying with someone else.

07

Provide information about your existing HSBC accounts, if applicable.

08

Complete the declaration and sign the form.

09

Review the form for accuracy and completeness before submitting it to HSBC.

Who needs hsbc advance portfolio?

01

HSBC Advance portfolio is suitable for individuals who wish to enjoy personalized banking and financial solutions.

02

It is designed for customers who maintain higher balances and have more complex financial needs.

03

Individuals who want access to a dedicated relationship manager and special privileges like preferential pricing and exclusive offers can benefit from the HSBC Advance portfolio.

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What is hsbc advance portfolio?

HSBC Advance portfolio is a selection of financial products and services that are tailored to meet the needs of HSBC Advance customers.

Who is required to file hsbc advance portfolio?

HSBC Advance customers are required to file their HSBC Advance portfolio.

How to fill out hsbc advance portfolio?

To fill out the HSBC Advance portfolio, customers need to provide details of their financial assets, investments, and goals.

What is the purpose of hsbc advance portfolio?

The purpose of HSBC Advance portfolio is to help customers manage and grow their wealth effectively.

What information must be reported on hsbc advance portfolio?

Customers must report details of their income, assets, investments, debts, and financial goals on the HSBC Advance portfolio.

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