Welcome

At Heritage, we treat every client as a unique individual and do all we can to accomplish each of their financial goals. Heritage offers a comprehensive suite of investment management, private wealth management, and financial advisory services. We are more than private bankers or investment managers. We are strategists, conductors and philosophers who know how to furnish integrated financial solutions to ensure your financial security and privacy today and the legacy you envision for tomorrow. Let’s start the journey by filling below information for Heritage account opening.

*Mandatory fields

Information for Applicant

Title:* Sex:*

Male Female

NAME:* Nationality:*

Date of Birth (Day/Month/Year) :*

I.D. No. / Passport No. :*

Residential Address
(P.O. Box not accepted) :*

Correspondence Address
(P.O. Box not accepted) :

Contact Phone No. : * Email Address :*

Education Level：*

Nature of Dwelling:* US$ US$

Employment Status：*

Name of Employer :*

Company Address :

Position :* Nature of Business :

Year(s) in Occupation : Company Contact No. :

Country /
Jurisdiction of Tax Resident : Tax Identification Number (TIN):

Financial and Investment Summary

Expected Account Size： what’s your approximate accumulative amount of liquid assets? US$

Annual Income* US$ Source of Funds：*

Please read the Terms and Conditions below carefully. You shall be deemed to have agreed, accepted and be bound by these terms and conditions by submitting your application to PC Securities Financial Group Ltd (“PCSFG”).

Terms and Conditions

You acknowledge that the information provided is, at the best of your knowledge, true and correct.
All requests relating to this application are subject to PCSFG’s final approval. PCSFG has the discretion to decline the application or other requests without giving reasons.
PCSFG may request additional documents or information from you. Failure to provide the requested documents or information may result in your application being rejected or delayed.
You confirm and agree to PCSFG raise account opening requests to its subsidiaries and related companies on your behalf and further authorise the respective subsidiaries and related companies to contact you to complete the account opening processes.
You agree to sign, execute and/or deliver such documents and perform such act as PCSFG may request for the completion of account opening processes.

Internet Privacy Policy Statement

To preserve the confidentiality of your information, we maintain the following privacy principles:

We only collect your personal information that we believe to be relevant.
We only use your personal information to provide you with better customer service, marketing and promotions.
We may pass your personal information to other PCSFG subsidiaries and related companies, as permitted by law.
We will not disclose your personal information to any external organisation unless we have your consent or are required by law.
We maintain strict security systems designed to prevent unauthorised access to your personal information.
All staff members of PCSFG companies with permitted access to your personal information are required to observe confidentiality obligations.

We are required to observe the above privacy principles and the Personal Data (Privacy) Ordinance of the Hong Kong SAR in collecting, maintaining and using the personal data of customers at all times.If you do not wish us to use or provide to other persons your personal data for use in direct marketing, you may exercise your opt-out right by notifying us.

By clicking this box, I understand and agree to Terms and Conditions.*

I agree that PC Securities Financial Group and members of the Group may use my information to contact me.*

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