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39 8 8/F, Prosperity Tower, 39 Queen\'s Road Central, Central, Hong KongTel : (852) 2510 5555 Fax : (852) 2510 5500 Email : cs@cricsec.com () Client Consent on Northbound China Stock Connect

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How to fill out client consent on northbound

01

Obtain the client consent form from the northbound office.

02

Fill out all the required information on the form, including client's name, contact information, and reason for seeking consent.

03

Have the client review and sign the consent form.

04

Make a copy of the completed form for your records and give the original to the northbound office.

Who needs client consent on northbound?

01

Anyone seeking to access or share client information with northbound must have the client's consent on file.

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What is client consent on northbound?

Client consent on northbound refers to the permission granted by clients for financial services to disclose their information or execute transactions across borders in accordance with regulatory requirements.

Who is required to file client consent on northbound?

Financial institutions and service providers that engage in northbound transactions on behalf of their clients are required to file client consent.

How to fill out client consent on northbound?

Client consent on northbound should be filled out by providing client identification details, the nature of the transactions, and the specific consent regarding information sharing and cross-border dealings.

What is the purpose of client consent on northbound?

The purpose of client consent on northbound is to ensure compliance with regulations, safeguard client privacy, and obtain authorization for the processing of personal data in cross-border transactions.

What information must be reported on client consent on northbound?

Information that must be reported includes client identity details, transaction specifics, consent statements, and any terms related to the handling of their data.

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