Wealth Declaration Form Template for Hong Kong

1. Trust Declarations: Section for declaring any trust arrangements where the declarant is either a trustee or beneficiary

2. Overseas Assets: Detailed section for assets held outside of Hong Kong, required if foreign assets are owned

3. Cryptocurrency Holdings: Section for declaring digital asset holdings and crypto investments

4. Pension and Retirement Accounts: Details of retirement savings and pension schemes, if applicable

5. Insurance Policies: Information about life insurance, investment-linked policies, and other insurance products with cash value

6. Source of Wealth Declaration: Explanation of how wealth was accumulated, required for high-value declarations or regulatory compliance

1. Schedule A - Bank Account Details: Detailed listing of all bank accounts including account numbers, banks, branches, and current balances

2. Schedule B - Property Portfolio: Comprehensive breakdown of real estate holdings including purchase dates, values, and ownership structure

3. Schedule C - Investment Holdings: Detailed breakdown of investment portfolio including security names, quantities, and current market values

4. Schedule D - Business Interests: Detailed information about company shareholdings, partnerships, and other business interests

5. Schedule E - Asset Valuation Certificates: Attached professional valuations for significant assets like real estate or valuable collections

6. Appendix 1 - Supporting Documents Checklist: List of required supporting documents such as bank statements, property titles, and company certificates

7. Appendix 2 - Declaration Guidelines: Instructions and guidelines for completing the wealth declaration form accurately