Wing Lung Bank Ltd & Subsidiaries

Customer Information Amendment Form

Please complete the form below in Block Letters and the appropriate box(es).

(A) Customer Information

/
Customer Name of Personal / Company Account :
()
Identity Document : HKID Card
Passport
Business Registration Certificate Certificate of Incorporation Others(Please specify : ..
No. :
Please fill in the following tax related information if it was not provided before.
Notes :

Country of Residence
for Tax Purpose : As a financial institution, we are not allowed to give tax
advice. Please note that, generally, the fact that you are liable or subject to tax in a country/jurisdiction does not necessarily mean you
have tax balance due in the country/jurisdiction. If you have any questions about defining your tax residency status, please consult your
tax/legal adviser or local tax authority.

/ I/We hereby confirm and declare that (please select all applicable boxes):
Yes
No //I/We have committed or been convicted of tax crimes or tax
evasion cases in any country/jurisdiction.
Yes
No /I am/We are currently under tax investigation or tax audit by relevant authority.
Yes
No / Due to tax non-compliance, I/We have participated in any VTC
programme(s).
(Notes : If Yes for any answer above, please visit our branch in person to amend customer information. )

(B) Update Customer Information ( Please fill in the item(s) to be changed only)
Name in Chinese 1
Surname Given / Middle Name 1 :

1
Identity Document 1 : HKID Card Passport Others : .. No. : ..
( Applicable to Personla Customer )

Gender : U.S. Green Card Holder :
(Applicable to Personal Customer)
Male Female (Applicable to Personal
Yes No
1
Nationality 1 : Job Title (OCCP Code) :
(Applicable to Personal Customer ) (Applicable to Personal Cusomer)

Self-employed
Country of Residence for Tax Purpose & TIN :
( Applicable to Personal & Company
Employment Status : Full-time
Part-time
Customer) (Applicable to Personal Customer) Retired / Housewife
/ 2
/
Employer / Company Line of Business2 :
Name of Employer / Company :
(Applicable to Personal &
(Applicable to Personal Customer) Company Customer)

() Purpose of Account (Please one or more boxes as appropriate)

Savings (05) Personal Use (06) / Settlement / Instalment Account(02)
Immigrate to HK (07) Salary / Payroll Account (01) Investment (16)
Others ( please specify: ) (10)
(C) Update Contact Information ( Please only fill in the changed item(s) )

Telephone Types Country Code Area Code Telephone No. Telephone Types Country Code Area Code Telephone No.

Residence Phone No. : Company Contact Person Phone No. :
5
Mobile Phone No.5 : Name of Company Contact Person :

Office Phone No. : Fax No. :
()
Please use the email address as my NET Banking Email Address (including email address for e-
E-mail Address : statement alert)
Address Type :
Address in Chinese is applicable to Mainland China and Taiwan only, please provide the address in English for other countries.
(D)Please complete Part (D) to amend the correspondence address.
3
Residential Address 3
(01, 51)
Flat / Room Floor Block Building Street / Road District / Area City Country
3
Permanent Address 3

Flat / Room Floor Block Building Street / Road District / Area City Country
3
Office Address 3
(02, 52)
Flat / Room Floor Block Building Street / Road District / Area City Country

Others Address
(03, 53)
Flat / Room Floor Block Building Street / Road District / Area City Country
() Residence Phone No. Office Phone No. Mobile Phone No.
Remove Record
(please specify)
Fax No. Office Address Other Address

OPC-068A (03-2017)
 (D) Instruction for Account Amendment
()/ 5
Please update the my / our correspondence address for all the accounts5 maintained with the Bank and/or its subsidiaries.
Residential Address Office Address Permanent Address Other Address
( 1 ) (Applicable to Joint name accounts1) Please state the full name of the joint name account holder (s) :
(
)(Please submit separate Customer Information
Amendment Form for different joint account name; will update the joint name account's correspondence address and E-mail address onlyPlease submit separate
Customer Information Amendment Form for Joint name account holder)
/ 6
Please update the my correspondence address for the following account(s) 6 maintained with the Bank and/or its subsidiaries.
/ /
Personal/Company Account No. : Residential Office Permanent Others Personal/Company Account No. : Residential Office Permanent Others
1. 2.
3. 4.
5. 6.
7. 8.
9. 10.
Joint Name Account Number (if any) :
Please state the full name of the joint name account holder (s) :

(
Please submit separate Customer Information Amendment Form for different joint account name)
1. 2.
3. 4.
5. 6.
()
Effective Date : (Please allow seven working days for updating bank record.)
Important Notes:
1 If the amendment is related to customer name, nationality or identity document information, please
provide documentary proof.
2 If the amendment is related to joint name

accounts, please sign in accordance with the authorised signing arrangement filed with the Bank. The Bank will update the customer information with authorized signatures only.
3 P.O.box is not accepted for residential, office and permanent address.
4 Loan customers requesting for correspondence

address change should provide address proof. For joint name loan account, we will update the correspondence address of the borrower(s) signing this form.
5 ()

()(SCD-113) Mobile phone number

registered by customer will also be used for receiving SMS alert sent by our Bank (accept one mobile phone no. only), but Securities SMS Notification Service is excluded. Please
complete the Amendment Notification Form (SCD-113) if customer have to change the existing mobile phone number used for receiving SMS of stock trade execution result and IPO
allotment result.
6 This form is not applicable to

insurance policy of Hong Kong Life Insurance Limited, insurance policy of Wing Lung Insurance Brokers Limited, insurance policy with Wing Lung Insurance Co Ltd or MPF account
with Bank Consortium Trust Co Ltd.

s.v. s.v.

/ () ()
Signature(s) of Personal Customer / Authorized Signature & Signature(s) of Joint Name Account Holder(s) (if joint
Company Chop (if applicable) signatures are required)
Date : ______________________________ Date : ______________________________
( / )
(If instruction for change of customer information, address change and/or contact details involves more than one account and different specimen signatures are being used for the accounts concerned, please sign in the
same form as the signature specimen(s) of respective account(s) with the Bank and its subsidiaries.)

Form Submission Method

Local Customer


After completing form, local customer can submit the form to any branch ofWing Lung Bank Limited in person for processing.

Overseas Customer
636 -
After completing form, overseas customer can submit the form by mail to Wing Lung Bank Customer Contact Centre, 636 Nathan Road, Mongkok, Kowloon, Hong Kong.

OPC-068A (03-2017)