At CLSA BANKING®, we make access to financing simple and efficient so you can carry out your personal projects or grow your business.

Application process:

1. Submit your financing request
   Complete the online application form by providing information about your project and your financial situation.
2. Provide the required documents
   Submit the necessary documents, such as:
   • A valid ID
   • Proof of income or financial statements
   • Information about your project or business
3. Application review and approval
   Our financial specialists carefully review your request to determine the most suitable financing solution for your needs.
4. Creation of your CLSA BANKING® account
   Once your application is approved, a personal or business bank account will be created to manage your financing and banking operations.
5. Transfer of funds
   After final confirmation, the funds are transferred directly to your CLSA BANKING® account, allowing you to use your financing securely and efficiently.

Opening a business account at CLSA BANKING® is a straightforward process designed to support companies and entrepreneurs in managing their finances.

Steps to open your account:

1. Complete the account application
   Fill out the online registration form with details about your business and its activities.
2. Provide the required documents
   Submit the necessary documents, including:
   • A valid ID of the business owner
   • Business registration documents
   • Proof of business address
   • Tax and banking information
3. Review and verification
   Our team will review and verify the submitted information to validate your application.
4. Business account creation
   Once approved, your CLSA BANKING® business account will be activated and ready for use.
5. Access to banking services
   You can then take advantage of a full range of services, including cash management, transfers, financing solutions, and financial management tools.

1. Savings Accounts

• For individuals: interest-bearing accounts, term deposits, flexible or scheduled savings plans.
• For businesses: professional savings accounts offering flexibility and returns on excess liquidity.

2. Investment Plans

• Long-term investments: bonds, mutual funds, and structured products.
• Short- and medium-term investments: certificates of deposit, term accounts, and customized solutions based on risk profiles.

3. Wealth Management Products

• Asset diversification advice for individuals and business owners.
• Tax optimization strategies and estate planning guidance.

4. Business-Specific Products

• Dedicated investment funds for growth projects.
• Financial market solutions to optimize corporate cash management.
• Customized portfolios aligned with the company’s goals and risk profile.

5. Complementary Services

• Online monitoring and detailed investment reporting.
• Access to experts for personalized advice and tailored strategies.

For Individuals:

• Personal loans and project financing
• Current and savings accounts
• Investment solutions and wealth management
• Online banking services and payment cards

For Businesses:

• Business loans and growth financing
• Business accounts and cash management
• Investment solutions for companies
• Dedicated banking services and strategic advisory

For any inquiries, assistance, or to schedule an appointment, you can reach us through the following channels:

1. By Phone:
Call our customer service at +852 2067 0780 to speak directly with a representative.

2. By Email:
Send us a message at corporateacces@clsabanking.online. We are committed to responding promptly to all inquiries.

3. Online:
Fill out the contact form on our website [website URL], and one of our advisors will get back to you as soon as possible.

4. In Branch:
Visit one of our CLSA BANKING® branches to meet our experts and receive personalized support.