Become Our Client

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Making the most of your wealth

Becoming a client with ClearWise Investment will mean unlimited access to a team of professionals, all of whom are dedicated to managing the client assets as advantageously as possible.

Become Our Client

Our bespoke service begins with a member of our team getting to know a potential client's unique financial needs. We will then clearly and thoroughly explain each of our services as well as outlining potential risks and benefits. A written proposal will always be provided before any work is undertaken on the client's behalf.

Account application process

To become our client, follow the account application process below;

  • Download the ClearWise Investment Client Account Application Forms  by clicking here .
  • Complete the application making sure that the sections marked as 'required' are fully complete.
  • Sign and date the completed application.
  • Provide ONE identification document from the list below to comply with Know Your Client regulations;
    • Passport or: 
    • Driving License or: 
    • National Identity Card.
  • Return the completed application to the Accounts Department at ClearWise Investment;

Should you face any difficulties with the account application process or have any further questions, please contact your adviser direct for assistance.

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Hong Kong
1504-1507, 15/F
East Exchange Tower
38-40 Leighton Road
Causeway Bay, Hong Kong
+852 5801 6769
+852 5801 6770

United States of America
445 Park Ave.
Suite 1800-1804
New York, NY 10022
United States of America
+1 347 752 4274
+1 347 752 4275

This Website and the published content is presented by ClearWise Investment. ClearWise Investment is authorised and regulated by The Commerce and Economic Development Bureau of the Hong Kong Special Administrative Region. ClearWise Investment is registered under company number 'Cr. 0301906'.

This Website and all information published on it is intended to provide information on the services available at ClearWise Investment. The content should not be interpreted as an offer to buy or sell or does not solicit an invitation to buy or sell investment securities and does not constitute investment advice or deliver bias on the merits and suitability of investment performance. Please note that the value of investments and the income derived from their performance may fluctuate. Investments may not hold their principle value and may return with less value than originally invested. Past performance is no guarantee of future performance. Currency movements may also have an effect on the value of overseas investments.

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