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Update Your Information
- Account Update Form
- Application for Alberta Centennial Education Savings Plan Grant
- Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding (refer W-8BEN instructions and W-8BEN checklist to completing this form)
- W-9
- Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. branches for United States Tax Withholding (W-81MY instructions to completing this form)
- Bank Account Information Form
- Beneficial Ownership Determination
- Trading Authorization
- Power Of Attorney Form
- Privacy Consent Form
- Update Book Value Form
- Share Certificate Deposit Form – North America
- Share Certificate Deposit Form – UK
- Shareholder Communication Choices Form
You will need a PDF reader such as Adobe Acrobat Reader® to download forms.
HSBC InvestDirect, a division of HSBC Securities (Canada) Inc. ("HSBC") makes no guarantee, representation or warranty and accepts no responsibility or liability as to the document’s accuracy or completeness. While the reference table and sample forms may provide a convenient reference, they are not to be used as a substitute for advice from your tax advisor. HSBC does not advise clients on their tax matters or take any responsibility in respect thereof. IRS requirements can change from time to time and we strongly suggest that your form selection and form completion be made in conjunction with advice taken from your tax advisor.
1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc.
2 HSBC Premier eligibility requires you to have an active Premier chequing account and maintain a $100,000 balance in combined personal deposits and investments with HSBC Bank Canada and its subsidiaries. Monthly banking package fees may apply.
3 Available on online equity trades on North American markets. Subject to conditions. For more information on HSBC InvestDirect rates, visit www.investdirect.hsbc.ca.
4 International Equity trades made online, excluding Hong Kong, and all international trades placed on the phone qualify for the International Equities trade discount. Subject to minimum commission.
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