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Account application

Welcome to Citi Private Bank. We received your interest to open a Citi Private Bank account with us and your request to be provided with global market information, investment ideas and details of specific investment opportunities which we consider may be of interest to you.  To start your relationship with us, please choose one of the following accounts you wish to open with us. The account application package consists of (A) Account Application Forms and (B) Terms & Conditions to be read in conjunction with the form. Please fill in (A) and send it back to the address included in the form.

(A) Account Application Package for Hong Kong Branch
 Individual Account         
  • Individual account application    English / Traditional Chinese / Simplified Chinese    
  • CRS self certification for individuals    English/ Traditional Chinese 
  • IRS W8 form for non-US person    English
  • IRS W9 form for US person    English
  • Singapore Accredited Investor Opt In for New Clients English / Traditional Chinese / Simplified Chinese (This is required if your relationship is serviced by a representative of Citibank, N.A., Singapore)
  • Singapore Accredited Investor Opt In for New Clients Joint Account Holders English / Traditional Chinese / Simplified Chinese (This is required if your relationship is serviced by a representative of Citibank, N.A., Singapore) 
Corporate Account
  • Corporate account application    English / Traditional Chinese / Simplified Chinese
  • CRS self certification for entity    English / Traditional Chinese
  • CRS self certification for controlling persons    English/ Traditional Chinese
  • IRS W8 form for entity    English
  • IRS W9 form for US person    English
  • Singapore Accredited Investor Opt In for New Clients English / Traditional Chinese / Simplified Chinese (This is required if your relationship is serviced by a representative of Citibank, N.A., Singapore)
(A) Account Application Package for Singapore Branch Individual Account
  • Individual account application    English /Traditional Chinese / Simplified Chinese
  • CRS self certification for individuals    English/ Simplified Chinese
  • IRS W8 form for non-US person    English
  • IRS W9 form for US person    English
  • Singapore Accredited Investor Opt In for New Clients English / Traditional Chinese / Simplified Chinese (This is required if your relationship is serviced by a representative of Citibank, N.A., Singapore)
  • Singapore Accredited Investor Opt In for New Clients Joint Account Holders English / Traditional Chinese / Simplified Chinese (This is required if your relationship is serviced by a representative of Citibank, N.A., Singapore) 
Corporate Account
  • Corporate account application    English  / Traditional Chinese / Simplified Chinese
  • CRS self certification for entity    English/ Simplified Chinese
  • CRS self certification for controlling persons    English/ Simplified Chinese
  • IRS W8 form for entity    English
  • IRS W9 form for US person    English
  • Singapore Accredited Investor Opt In for New Clients English / Traditional Chinese / Simplified Chinese (This is required if your relationship is serviced by a representative of Citibank, N.A., Singapore)
(B) Terms and Conditions    English  / Traditional Chinese / Simplified Chinese
Amendments to the Terms and Conditions  English / Traditional Chinese / Simplified Chinese

(C) Beneficial Ownership Declaration Citibank, N.A., Hong Kong/Singapore organised under the laws of U.S.A. with limited liability.
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Financial Industry Regulatory Authority logo image which links to Financial Services Compensation Scheme page
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Citi Private Bank is dedicated to helping exceptional individuals and their families protect and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, Citi Advisory and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

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To learn about CGMI and Citi Advisory investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

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Financial Industry Regulatory Authority logo image which links to Financial Services Compensation Scheme page
Financial Industry Regulatory Authority logo image which links to Financial Services Compensation Scheme page FINRA's BrokerCheck - Learn more about Citigroup Global Markets Inc.'s background