Download Forms

Notices for Account Opening

Condition for Services

General Information

Documents Required for Opening Personal / Joint Accounts

Rules: Renminbi Related Accounts

Supplemental Information on Renminbi Services

Rules: BOC Card – Auto-transfer Service

Important Notice of Subscription for / Trading of Listed RMB Equity Products

Risk Explanatory Note of Exchange-Traded Derivative Products

Important Notice of Trading China A Shares and A Shares Margin Trading via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect

Short Messaging Service for Securities Business - Important Notice

Rules: Safe Deposit Box


Notice to Customers of Safe Deposit Box

Rules: Notional Precious Metals Passbook Account

Notional Precious Metals Passbook Account – Product Key Facts Statement

Notional Precious Metals Passbook Account – Principal Brochure

Rules: Currency Linked Investments

Currency Linked Investments – Dual Currency Investment – Important Facts Statement

Currency Linked Investments – Option Linked Investment – Important Facts Statement

Data Policy Notice

Terms and Conditions for e-Statement / e-Advice service

Service Charges: 1) General Banking Services

Service Charges: 2) Remittance Services

Service Charges: 3) Securities Services

Service Charges: 4) Debt Securities and Structural Products Services

Details for Paper Consolidated Statement Monthly Fee

Questionnaire on Investment Preference (Individual Customer)

Rules: Monthly Stocks Savings Plan

Terms and Conditions for Southbound Wealth Management Connect Services

Terms and Conditions for Northbound Wealth Management Connect Services

Personal Information/Other Client Information Collection Statement concerning investor identification regime at trading level for the securities market in Hong Kong

Greater Bay Area Account Opening via BOCHK Attestation Service

Remarks: After completed the application form according to the sample above, please apply with your Hong Kong permanent Identity Card and Mainland Travel Permit for Hong Kong and Macau Residents (Home Visit Permit) to any BOCHK branch.

Application Form of Mainland Account Opening via BOCHK attestation service (Chinese Version Only )
Application Form of Mainland Account Opening via BOCHK attestation service (Sample)  

Disclaimer: For the avoidance of doubts, the opening of Mainland Account via BOCHK attestation service is initiated by customers and BOCHK has not solicited such account opening in any manner.

BOCHK Account Opening via Attestation Service outside Hong Kong

Loans

Mortgage Loan Application Form (For Individual)
[Applicable for Individual to apply all kinds of Mortgage Loan(including Overdraft Facility)]

Please read our Data Policy Notice

"MORTGAGE INSURANCE PROGRAMME" Application Form
[Applicable for Individual to apply Mortgage Insurance Programme]

Please read our Data Policy Notice
Please read the "Personal Information Collection Statement Issued by the HKMC Group"

Personal Loan Application Form
[Applicable for Individual to apply all kinds of Non-Mortgage Loan]

Please read our Data Policy Notice

Mortgage Loan Application Form (For Shelf Company AS BORROWER AND MORTGAGOR)
[Applicable for Limited Company which is holding properties asset and without any commercial activities to apply Mortgage Loan]

Please read our Data Policy Notice

"Wealth Portfolio Financing" Overdraft Facility Application Form (Personal Customer)
Applicable for Private Wealth /Wealth Management Customer to apply "Wealth Portfolio Financing" Overdraft Facility

Please read our Data Policy Notice

"Wealth Portfolio Financing" Overdraft Facility Application Form (Applicable for Joint Account Customer) Applicable for Private Wealth /Wealth Management Customer to apply "Wealth Portfolio Financing" Overdraft Facility
Please read our Data Policy Notice

Consent Relating to Mortgage Data (Form 1)
[Applicable to Individual for applying Mortgage Instalment Loan / Shelf Company for applying Residential Mortgage Instalment Loan]

Please read our Data Policy Notice

Consent Relating to Mortgage Application Data (Form 2)
[Applicable when customer declines to give consent in (Form 1)]

Please read our Data Policy Notice

Consent to subscribe to the Land Registry’s e-Alert Service for Authorized Institutions
Please read our Data Policy Notice

Withdrawal of consent in relation to the Land Registry’s e-Alert Service
Please read our Data Policy Notice

Existing Loan Modification Form (For Individual)
[Applicable to Individual for applying changes on the existing loan(s) (including Overdraft Facility)]

Please read our Data Policy Notice

Existing Loan Modification Form (For Shelf Company AS BORROWER AND MORTGAGOR)
[Applicable to Shelf Company for applying changes on the existing loan(s)]

Please read our Data Policy Notice

"Smart" Mortgage Scheme – Registration/Change of Inter-linkage Deposit Account(s) Application Form
[Applicable to "Smart" Mortgage Scheme Customer]
Please read our Data Policy Notice


Mortgage Loan / Instalment Loan – Full or Partial Prepayment Application Form

Insurance

To request for claims or change of policy, please download the forms from the website of the corresponding insurance company listed below, and return your completed and signed form(s) to that insurance company. The insurer will process your application promptly upon receipt of all the relevant information and documents.

 

Life Insurance

1. Bank of China Group Life Assurance Company Limited  (“BOC Life”)

Address: 13/F, Cityplaza One, 1111 King's Road, Taikoo Shing, Hong Kong

Telephone: 2860 0688

Fax: 2866 0785

Visit insurer’s website to download*

 

2. China Life Insurance (Overseas) Company Limited (“China Life (Overseas)”)

Address: 22/F, CLI Building, 313 Hennessy Road, Wan Chai, Hong Kong

Telephone: 2835 0252

Fax: 2544 4395

Visit insurer’s website to download*

 

General Insurance

1. Bank of China Group Insurance Company Limited (“BOCG Insurance”)

Address: 9/F, Wing On House, 71 Des Voeux Road Central, Hong Kong

Telephone: 2867 0888

Fax: 2522 1705

Visit insurer’s website to download*

 

* By clicking the above links, you are leaving our website and being re-directed to an external website managed by the insurance companies, the underwriter of the insurance policy. Our Bank assumes no liability for your use of this link. You should carefully read the applicable terms and privacy policies before using that website.

Trade Finance and Services

Trade Finance and Services Application Form
(unzip the file and open the file 'index.html')

HKJC Super Funds Transfer Service