Enter Details      Step 1 of 2

Acknowledgement      Step 2 of 2

Step 1 of 2

Appointment Booking

Warning

Please resolve the invalid fields below to continue

The information submitted through this web page is encrypted during transmission. However, it is important that you do not provide your account, credit card numbers, convey any confidential information or banking instructions in the 'Remarks' section. Before you contact us, please read our Privacy and Security statementthis link will open in a new window.

Please note that this message function is not intended for giving urgent instructions or reporting an urgent matter (for example reporting of fraud or suspicious transactions). If you suspect fraud or suspicious transactions, please call our customer service hotline.

 

Please fill in the form in English or Traditional Chinese only.

Make an appointment for account opening at select branches via eTicketing and get appointment confirmation instantly.

View the list of select branches.

For other branches, you can fill in below information.

Note: We will call you within the next 2 business days (exclude Saturday) to clarify your preferred appointment date and branch.  Related branch will call you to confirm the appointment date and time afterwards.

max 1,000 characters
Step 2 of 2

Appointment Booking

Thanks for using Appointment Booking Service.

This is an acknowledgement of your instruction. We will contact you within the next 2 business days for further details of a meeting. If you need immediate assistance, please call our hotline or visit our branch.

Two simple steps that can save you 15 minutes before meeting your Relationship Manager.

Step 1: Update your Risk Profiling Questionnaire

Completing our Risk Profiling Questionnaire at our branch should take about 10 minutes as we discuss your investment risk appetite and walk you through the process. To save you precious time, here are the instructions on how to do it yourself.

How to update RPQ this link will open in a new window

Step 2: Update your financial profile on the HSBC HK App

To review your financial plan and see if you're on track to achieving your goals, we need to understand your current financial situation. You may prefer to do this step directly on our app, and quickly verify if the information is correct on the day of meeting.

How to update your financial profile this link will open in a new window

We regret that the service is temporarily not available. Please try again later.

Back