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

• Beneficial Ownership Declaration (PIC)   English/ Traditional Chinese/ Simplified Chinese
• Beneficial Ownership Declaration - Standalone PIC   English/ Traditional Chinese/ Simplified Chinese
• Beneficial Ownership Declaration - Incorporated Entity   English/ Traditional Chinese/ Simplified Chinese
• Beneficial Ownership Declaration - Unincorporated Entities   English/ Traditional Chinese/ Simplified Chinese
• Beneficial Ownership Declaration - Trustee/PIC Within Trust   English/ Traditional Chinese/ Simplified Chinese
• Beneficial Ownership Declaration - Family Foundation   English/ Traditional Chinese/ Simplified Chinese

Citibank, N.A., Hong Kong/Singapore organised under the laws of U.S.A. with limited liability.