Dear Client,


IMPORTANT NOTICE : Please contact us at (852) 2913 5000 or by email for the application forms.

Notification of Common Reporting Standard (CRS)


Implementation of the Common Reporting Standard (CRS) will commence in Hong Kong on 1 Jan 2017. CRS is the internationally agreed standard endorsed by the Organisation of Economic Cooperation and Development (OECD), for the exchange of financial account information. To help protect the integrity of tax systems, governments around the world are introducing a new information gathering and reporting requirement for financial institutions. This is known as the Common Reporting Standard (‘the CRS’). Under CRS, we have to identify your tax residence. If you are a tax resident in a country with which Hong Kong has signed a competent authority agreement, we must disclose your account information to the Hong Kong Inland Revenue Department (IRD).


Please complete this form and ensure that we hold accurate and up to date information about your tax residency.


If your circumstances change and any of the information provided in this form becomes incorrect, please let us know immediately and provide an updated Self-Certification.


Should you have any question, please feel free to contact your Account Executive or our Customer Service at (852) 2913 5000 or send an email to We wish to take this opportunity to thank you for your continuing support and look forward to serve you on your investment needs.


Your kind attention is greatly appreciated.


Thank you

Forms Download

1) Individual Tax Residency Self-Certification Form(CRS-I (HK))

2) Controlling Person Tax Residency Self-Certification Form (CRS-CP (HK))

3) Entity Tax Residency Self-Certification Form(CRS-E (HK))