Premier Upgrade Consent Form 17-02-12

7/29/2019 Premier Upgrade Consent Form 17-02-12

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Conversion Form

To,The Manager,The Hongkong and Shanghai Banking Corporation Limited, India.

I/We hereby authorise The Hongkong and Shanghai Banking Corporation Limited, India (the Bank) toconvert my/our underlying accounts and services to HSBC Premier.

I/We understand that or the HSBC Premier, I/We need to maintain Total Relationship Balance (TRB)** o

`25,00,000 (Rupees Twenty Five lakhs only) quarterly. The TRB will be calculated based on the ollowing:1. Savings Account Balances - Calculated basis average quarterly balance held in the Savings Account.

2. Fixed Deposits - Calculated basis average quarterly balance held in Fixed Deposits.

3. Investments1 as on the last day o every calendar quarter.

4. Lie Insurance2 Premium - Calculated basis lie-to-date (total) paid up premium or policies in orce ason the last day o every calendar quarter.

5. Demat holdings - Calculated basis Market Value o Demat Holdings in the Depository Account heldwith the Bank as on the last day o every calendar quarter.

I/We confrm having read and understood the Account Rules (a copy o which is available as part othe Account Rules on www.hsbc.co.in) and hereby agree to be bound by the same together with anymodifcations made therein rom time to time by the Bank.

Yours Faithully ___________________________ ___________________________Sole / Principal Applicant Joint Applicant

(All Account holders are required to authorise account conversion)

Name: ___________________________ ___________________________Sole / Principal Applicant Joint Applicant

Signatures required o all authorised signatories

Customer ID: _____________________ Date: ________________________ Place:_______________________

1HSBC India currently oers Investment products rom entities registered and regulated in India. These products are currently not available

to HSBC Premier NRI customers residing in US, Canada, Australia and New Zealand. HSBC Premier NRI customers residing in the United

Kingdom, Singapore, Hong Kong will be able to invest in these products through HSBC India when they are physically present in India.2Insurance is the subject matter o solicitation.

**Non-maintenance o the above mentioned TRB criteria would entail quarterly service charges o `2,500+applicable service tax andeducation cess as mentioned in the Premier Service Charges and Fees. Please visit www.hsbc.co.in or details.

Important Notes:

Kindly note post conversion o your account to HSBC Premier, a HSBC Premier Welcome Pack consisting o HSBC Premier at aGlance Brochure, HSBC Premier Platinum Debit Card, HSBC Premier Services Guide, Personalised Cheque Book, Guide to Internet &

PhoneBanking, FAQs related to Average Quarterly Balance requirement and The Banking Codes and Standards Board o India brochure

will be despatched to your correspondence address. Your existing HSBC Debit Card(s) (i any) will be deactivated post

30 days post issuance o the HSBC Premier Debit Card.

Above mentioned TRB can also include balances maintained by your amily members in their HSBC Premier Accounts subject to the

accounts being categorised as part o a single relationship. (Please fll up a separate orm to avail o this acility).

In case you are an HSBC Premier customer in any other country^ and meet the Premier minimum balance requirement as may be

applicable in that country, you are entitled to receive HSBC Premier services in India and the quarterly TRB applicable will be waived.

^Applicable in countries or locations where Premier is oered. Please reer to www.hsbc.co.in or the complete country list. To enjoy

these benefts, you are required to ensure that you ulfll the eligibility requirements o HSBC Premier on a continuing basis.

Visit your local branch Visitwww.hsbc.co.inCall:Ahmedabad: 98983 77324, Bengaluru: 99809 27324, Chandigarh: 98769 27324, Chennai: 4341 9624, Coimbatore: 98944 77324,Gurgaon: 99107 97324, Guwahati: 1860 266 2667, Hyderabad: 98496 77324, Indore: 98932 88024, Jaipur: 99280 37324, Jodhpur: 99280 37324,

Kochi: 98954 77324, Kolkata: 2213 9924, Lucknow: 99350 57324, Ludhiana: 98769 27324, Mumbai: 4042 2427, Mysore: 99809 27324, Nagpur:

99600 77324, Nashik: 99600 77324, New Delhi: 99350 57324, Noida: 99107 97324, Patna: 99313 97324, Pune: 99600 77324, Raipur: 98932 88024,

Surat: 98983 77324, Thiruvananthapuram: 98954 77324, Vadodara: 98983 77324, Visakhapatnam: 98496 77324, Other Cities: 18001022426.

The Hongkong and Shanghai Banking Corporation LimitedIndia Area Management Ofce 52/60 Mahatma Gandhi Road, P.O. Box 128, Mumbai 400 001, India. Email : [email protected]; www.hsbc.co.in

Issued by The Hongkong and Shanghai Banking Corporation Limited, India (HSBC India). Incorporated in Hong Kong SAR with limited liability.


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Consent Form (Optional)

To enable HSBC India and other members o the HSBC Group* in providing HSBC Premier Global

Services, I/We ully authorise HSBC India and such other member o the HSBC Group, to share

all inormation relating to me/us and my/our accounts, including, without limitation, any personal

inormation and other credit inormation maintained with or obtained by HSBC India (including those

obtained rom Credit reerence agencies) and other members o the HSBC Group.

I/We urther authorise HSBC India and all members o the HSBC Group to use, store, process, discloseand transer (whether within or outside the jurisdiction concerned and whether within or outsidethe HSBC Group) all inormation (including, without limitation, inormation relating to the Debts),

relating to me/us, as they shall consider necessary in connection with the provision o HSBC Premier

Global Services.

I/We acknowledge and agree that any such sharing or transer o inormation will be on a confdential

basis and that HSBC India or HSBC Group ofces or other third party service providers, whether located

in India or overseas, may disclose inormation i required or permitted by any law, rule or regulation or

at the request o any public or regulatory authority or i such disclosure is required or the purposes o

preventing raud.

____________________________ ____________________________

Sole / Principal Applicant Joint Applicant

Name:

____________________________ ____________________________

Sole / Principal Applicant Joint Applicant

(All Account holders are required to provide their consent)

Signatures required o all authorised signatories

Customer ID: _____________________

Date: ____________________________ Place:_______________________

*HSBC Group means HSBC Holding plc., its subsidiaries, associated and afliated companies.

For Bank use

BM Authorisation: _____________________________________________________________________________

Secondary RM Code: _____________________________________________________________________________

GP Flag: _____________________________________________________________________________

Date: ___________________________


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Date: ___________________

To,The Manager,

HSBC

Branch _______________________________

RE: Primary Account Number:Customers Name:

I/We hereby request you to link the ollowing accounts to the above-mentioned Primary account. I/We

understand that the below mentioned accounts together thus qualiy as a single Premier Relationship

or the purpose o maintenance o the Premier Total Relationship Balance (TRB) criteria* ailing which

Quarterly Service Charges** will be levied to the Primary account holder as stated herein.

Accounts to be linked:

AccountNumber Customer ID CustomersName

Relationship

with PrimaryAccount

Signature

(as per accountmandate)

Sincerely,

(Your Signature)Name and Signature o Primary account holder

Date: ____________________

*Conditions apply

Eligibility criteria or HSBC Premier Resident Account in India will be a Total Relationship Balance (TRB) o`25,00,000 (Rupees twenty

fve lakhs only) quarterly. The TRB will be calculated based on the ollowing:

1. Savings Account Balances - Calculated basis average quarterly balance held in the Savings Account.

2. Fixed Deposits - Calculated basis average quarterly balance held in Fixed Deposits.

3. Investments1 as on the last day o every calendar quarter.

4. Life Insurance2

Premium - Calculated basis lie-to-date (total) paid up premium or policies in orce as on the last day o everycalendar quarter.

5. Demat holdings - Calculated basis Market Value o Demat Holdings in the Depository Account held with the Bank as on the last

day o every calendar quarter.

**Non-maintenance o the above mentioned TRB criteria would entail quarterly service charges o`2,500+applicable service tax and

education cess as mentioned in the Premier Service Charges and Fees. Please visit www.hsbc.co.in or details.

1HSBC India currently oers Investment products rom entities registered and regulated in India. These products are currently not

available to HSBC Premier NRI customers residing in US, Canada, Australia and New Zealand. HSBC Premier NRI customers residingin the United Kingdom, Singapore, Hong Kong will be able to invest in these products through HSBC India when they are physically

present in India.

2Insurance is the subject matter o solicitation.

Documents

Premier Upgrade Consent Form 17-02-12