American Express Business Travel Account Set-Up Form Hong Kong Instructions
This form contains 134 fields organized into 37 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| @Work User ID Status | ||
| Yes | Checkbox |
Check this box if you have an existing @Work User ID.
|
| No | Checkbox |
Check this box if you do not have an existing @Work User ID.
|
| Additional Statement Recipient | ||
| Additional Statement Recipient Name | Text |
Enter the full name of the additional statement recipient.
|
| Additional Statement Recipient Email | Text |
Provide the email address of the additional statement recipient to receive statement notification emails.
|
| Additional Statement Recipient Phone Number | Text |
Enter the phone number of the additional statement recipient.
|
| Additional Statement Recipient Address Line 1 | Text |
Provide the first line of the address for the additional statement recipient.
|
| Additional Statement Recipient Address Line 2 | Text |
Provide the second line of the address for the additional statement recipient.
|
| Authorising Officer Details | ||
| Authorising Officer Position | Text |
Please enter the position held by the authorising officer.
|
| Authorising Officer Name (Please Print) | Text |
Please print the full name of the authorising officer.
|
| Authorising Officer Business Email Address | Text |
Please enter the mandatory business email address of the authorising officer.
|
| Authorising Officer Full Residential Address | Text |
Please enter the mandatory full residential address of the authorising officer.
|
| Bank Account Details | ||
| Bank Name and Branch Address | Text |
Enter the name of the bank and its branch address for the account.
|
| Account Type | Text |
Specify the type of bank account.
|
| Account Number | Text |
Provide the bank account number.
|
| BTA and Statement Set-Up Information | ||
| BTA Account Set-Up Name | Text |
Enter the BTA account set-up name, with a maximum of 30 characters.
|
| Trip Requisition | Text |
Provide the trip requisition information, such as GL Code, Cost Centre, Client Code, or Employee ID, to be referenced on the statement, with a maximum of 20 characters.
|
| Customer Reference | Text |
Provide the customer reference information, such as GL Code, Cost Centre, Client Code, or Employee ID, to be referenced on the statement, with a maximum of 20 characters.
|
| Job Number | Text |
Provide the job number information, such as GL Code, Cost Centre, Client Code, or Employee ID, to be referenced on the statement, with a maximum of 20 characters.
|
| Comment | Text |
Provide any relevant comment or information, such as GL Code, Cost Centre, Client Code, or Employee ID, to be referenced on the statement, with a maximum of 45 characters.
|
| BTA Reports Selection | ||
| All Reports | Checkbox |
Check this box if you want to include all available BTA reports.
|
| Spend Comparison | Checkbox |
Check this box if you want to include the Spend Comparison BTA report.
|
| Traveller Analysis | Checkbox |
Check this box if you want to include the Traveller Analysis BTA report.
|
| Customer Reference | Checkbox |
Check this box if you want to include the Customer Reference BTA report.
|
| Top 10 Air Routings | Checkbox |
Check this box if you want to include the Top 10 Air Routings BTA report.
|
| Trip Requisition | Checkbox |
Check this box if you want to include the Trip Requisition BTA report.
|
| Company Addresses | ||
| Registered Address | Text |
Enter the company's full registered address.
|
| Principal Place of Business is the same as the Registered Address above | Checkbox |
Check this box if the company's principal place of business is identical to its registered address.
|
| Principal Place of Business | Text |
Enter the company's principal place of business, if it differs from the registered address.
|
| Company Financial Cycle | ||
| First Month of Financial Year | Text |
Enter the first month of the company's financial year.
|
| Cut-off Cycle | Text |
Enter the numeric cut-off cycle, a value between 0 and 9.
|
| Company Names | ||
| Registered Company Name | Text | |
| Registered Company Name | Text | |
| Company Registration Details | ||
| Country of Registration | Combobox |
Please enter the country where the company is registered.
CURACAO(CUW)
VIRGIN ISLANDS (U.S.)(VIR)
MALDIVES(MDV)
KYRGYZSTAN(KGZ)
ROMANIA(ROU)
CABO VERDE(CPV)
GHANA(GHA)
GUATEMALA(GTM)
MEXICO(MEX)
SAUDI ARABIA(SAU)
ANGOLA(AGO)
PERU(PER)
PALAU(PLW)
NIGER(NER)
SRI LANKA(LKA)
Please Select
FAROE ISLANDS(FRO)
HEARD AND MC DONALD ISLANDS(HMD)
MAURITANIA(MRT)
SEYCHELLES(SYC)
SPAIN(ESP)
GREECE(GRC)
BRUNEI DARUSSALAM(BRN)
NICARAGUA(NIC)
BANGLADESH(BGD)
CAYMAN ISLANDS(CYM)
LAO PEOPLE'S DEMOCRATIC REPUBL(LAO)
ZIMBABWE(ZWE)
SINGAPORE(SGP)
BHUTAN(BTN)
CAMBODIA(KHM)
BARBADOS(BRB)
GAMBIA(GMB)
MARTINIQUE(MTQ)
CHILE(CHL)
IRELAND(IRL)
MONTSERRAT(MSR)
SOMALIA(SOM)
ST. PIERRE AND MIQUELON(SPM)
MONTENEGRO(MNE)
VANUATU(VUT)
TIMOR-LESTE(TLS)
SIERRA LEONE(SLE)
ST. HELENA(SHN)
ANTARCTICA(ATA)
KAZAKHSTAN(KAZ)
ICELAND(ISL)
SENEGAL(SEN)
CONGO, DEMOCRATIC REPUBLIC OF(COD)
NAMIBIA(NAM)
BOTSWANA(BWA)
CHAD(TCD)
GRENADA(GRD)
THAILAND(THA)
LATVIA(LVA)
LIBERIA(LBR)
NEW ZEALAND(NZL)
MALAYSIA(MYS)
AMERICAN SAMOA(ASM)
ARMENIA(ARM)
ISLE OF MAN(IMN)
SAINT BARTHELEMY(BLM)
SWEDEN(SWE)
ITALY(ITA)
NORFOLK ISLAND(NFK)
NEPAL(NPL)
SWAZILAND(SWZ)
BELGIUM(BEL)
BOUVET ISLAND(BVT)
QATAR(QAT)
TUNISIA(TUN)
ANGUILLA(AIA)
TOGO(TGO)
BELARUS(BLR)
TURKS AND CAICOS ISLANDS(TCA)
IRAQ(IRQ)
MOZAMBIQUE(MOZ)
ISRAEL(ISR)
YUGOSLAVIA(YUG)
GUADELOUPE(GLP)
NIGERIA(NGA)
BRAZIL(BRA)
CZECH REPUBLIC(CZE)
DJIBOUTI(DJI)
JORDAN(JOR)
UNITED STATES(USA)
MOROCCO(MAR)
COTE D'IVOIRE(CIV)
HOLY SEE (VATICAN CITY STATE)(VAT)
MARSHALL ISLANDS(MHL)
NEW CALEDONIA(NCL)
ARUBA(ABW)
TAIWAN(TWN)
PAKISTAN(PAK)
SINT MAARTEN (DUTCH PART)(SXM)
HONG KONG(HKG)
GUINEA-BISSAU(GNB)
BELIZE(BLZ)
LESOTHO(LSO)
NIUE(NIU)
FRENCH SOUTHERN TERRITORIES(ATF)
COOK ISLANDS(COK)
MYANMAR(MMR)
SERBIA(SRB)
COCOS (KEELING) ISLANDS(CCK)
ALAND ISLANDS(ALA)
SAINT VINCENT & THE GRENADINES(VCT)
CONGO(COG)
EGYPT(EGY)
MICRONESIA(FEDERATED STATES OF(FSM)
SYRIAN ARAB REPUBLIC(SYR)
PHILIPPINES(PHL)
UKRAINE(UKR)
POLAND(POL)
UNITED ARAB EMIRATES(ARE)
MACAO(MAC)
SLOVENIA(SVN)
AZERBAIJAN(AZE)
SAN MARINO(SMR)
SAINT LUCIA(LCA)
SURINAME(SUR)
ZAMBIA(ZMB)
BENIN(BEN)
SWITZERLAND(CHE)
SAINT KITTS AND NEVIS(KNA)
URUGUAY(URY)
ANTIGUA AND BARBUDA(ATG)
NORTHERN MARIANA ISLANDS(MNP)
MALI(MLI)
BRITISH INDIAN OCEAN TERRITORY(IOT)
KOREA, DEMOCRATIC PEOPLE'S REP(PRK)
RWANDA(RWA)
COLOMBIA(COL)
REUNION(REU)
CAMEROON(CMR)
CENTRAL AFRICAN REPUBLIC(CAF)
MOLDOVA, REPUBLIC OF(MDA)
WESTERN SAHARA(ESH)
BOSNIA AND HERZEGOVINA(BIH)
FALKLAND ISLANDS (MALVINAS)(FLK)
GUYANA(GUY)
KIRIBATI(KIR)
PITCAIRN(PCN)
VENEZUELA, BOLIVARIAN REPUBLIC(VEN)
UGANDA(UGA)
IRAN (ISLAMIC REPUBLIC OF)(IRN)
ALBANIA(ALB)
JAMAICA(JAM)
ESTONIA(EST)
KUWAIT(KWT)
MONGOLIA(MNG)
NORWAY(NOR)
SUDAN(SDN)
UNITED KINGDOM(GBR)
OMAN(OMN)
CANADA(CAN)
TURKMENISTAN(TKM)
VIRGIN ISLANDS (BRITISH)(VGB)
SAINT MARTIN (FRENCH PART)(MAF)
INDONESIA(IDN)
AUSTRALIA(AUS)
CHRISTMAS ISLAND(CXR)
NAURU(NRU)
MALAWI(MWI)
ERITREA(ERI)
MONACO(MCO)
NETHERLANDS(NLD)
MAYOTTE(MYT)
AUSTRIA(AUT)
WALLIS AND FUTUNA ISLANDS(WLF)
MACEDONIA,THE FORMER YUGOSLAV(MKD)
GIBRALTAR(GIB)
BONAIRE,SINT EUSTATIUS AND S(BES)
COSTA RICA(CRI)
AFGHANISTAN(AFG)
COMOROS(COM)
KENYA(KEN)
HUNGARY(HUN)
UNITED STATES MINOR OUTLYING I(UMI)
BURUNDI(BDI)
FRENCH POLYNESIA(PYF)
PANAMA(PAN)
BOLIVIA,PLURINATIONAL STATE OF(BOL)
CHINA(CHN)
DENMARK(DNK)
FRANCE(FRA)
PALESTINE,STATE OF(PSE)
YEMEN(YEM)
MAURITIUS(MUS)
MADAGASCAR(MDG)
GUERNSEY(GGY)
ECUADOR(ECU)
KOREA, REPUBLIC OF(KOR)
ETHIOPIA(ETH)
GABON(GAB)
EQUATORIAL GUINEA(GNQ)
TOKELAU(TKL)
CROATIA(HRV)
SOUTH SUDAN(SSD)
PARAGUAY(PRY)
TURKEY(TUR)
SOUTH AFRICA(ZAF)
DOMINICAN REPUBLIC(DOM)
TANZANIA, UNITED REPUBLIC OF(TZA)
FIJI(FJI)
INDIA(IND)
PORTUGAL(PRT)
TRINIDAD AND TOBAGO(TTO)
CYPRUS(CYP)
ANDORRA(AND)
CUBA(CUB)
GERMANY(DEU)
SLOVAKIA(SVK)
ARGENTINA(ARG)
BULGARIA(BGR)
SOUTH GEORGIA & SOUTH SANDWICH(SGS)
PAPUA NEW GUINEA(PNG)
LITHUANIA(LTU)
HAITI(HTI)
FINLAND(FIN)
NETHERLANDS ANTILLES(ANT)
BERMUDA(BMU)
GUAM(GUM)
JERSEY(JEY)
ALGERIA(DZA)
PUERTO RICO(PRI)
SAO TOME AND PRINCIPE(STP)
SVALBARD AND JAN MAYEN ISLANDS(SJM)
LIBYA ARAB JAMAHIRIYA(LBY)
GREENLAND(GRL)
BURKINA FASO(BFA)
DOMINICA(DMA)
MALTA(MLT)
SOLOMON ISLANDS(SLB)
LIECHTENSTEIN(LIE)
EL SALVADOR(SLV)
HONDURAS(HND)
LEBANON(LBN)
GEORGIA(GEO)
GUINEA(GIN)
RUSSIAN FEDERATION(RUS)
SAMOA(WSM)
BAHAMAS(BHS)
FRENCH GUIANA(GUF)
TUVALU(TUV)
VIET NAM(VNM)
BAHRAIN(BHR)
JAPAN(JPN)
TONGA(TON)
TAJIKISTAN(TJK)
UZBEKISTAN(UZB)
LUXEMBOURG(LUX)
|
| Company Telephone Number | Text |
Please provide the telephone number for the registered company.
|
| Company Fax Number | Text |
Please provide the fax number for the registered company.
|
| Company Registered Number | Text |
Please enter the official registration number assigned to the company.
|
| Paid-up Capital | Number |
Please enter the total value of capital that has been paid by shareholders.
|
| Nature of Business | Text |
Please describe the primary type of business or industry the company operates in.
|
| Day of Incorporation | Text |
Please enter the day the company was incorporated.
|
| Month of Incorporation | Text |
Please enter the month the company was incorporated.
|
| Year of Incorporation | Text |
Please enter the year the company was incorporated.
|
| Corporate Card Account Status | ||
| Corporate Card Account Status: Yes | Checkbox |
Check this box if your company currently has an American Express Corporate Card account.
|
| Corporate Card Account Status: Currently Applying | Checkbox |
Check this box if your company is currently applying for an American Express Corporate Card account.
|
| Corporate Card Account Status: No | Checkbox |
Check this box if your company does not have an American Express Corporate Card account and is not currently applying for one.
|
| Main Corporate ID Number | Number |
Enter the highest level or main Corporate ID number for your company's American Express Corporate Card account.
|
| Corporate Card Structure Incorporation | ||
| Corporate Card Structure Incorporation: Yes | Checkbox |
Check this box if the Business Travel Account(s) will be incorporated into your existing Corporate Card structure.
|
| Corporate Card Structure Incorporation: No | Checkbox |
Check this box if the Business Travel Account(s) will not be incorporated into your existing Corporate Card structure.
|
| Corporate ID Number | Text |
Enter the Corporate ID number if the Business Travel Account(s) will be incorporated into an existing Corporate Card structure.
|
| Data Privacy Opt-Out Instruction | ||
| My Opt-Out Instruction | Checkbox |
Check this box if you instruct American Express not to use your personal data for direct marketing purposes in relation to the product you are applying for.
|
| e-Data Required | ||
| e-Data Required Monthly | Checkbox |
Tick this box if you require monthly e-Data.
|
| e-Data Required Monthly & Daily | Checkbox |
Tick this box if you require monthly and daily e-Data.
|
| e-Data Required Monthly & Weekly | Checkbox |
Tick this box if you require monthly and weekly e-Data.
|
| Entity Type | ||
| Public Company (Listed) | Checkbox |
Select this option if your entity is a Public Company that is listed.
|
| Public Limited Company | Checkbox |
Select this option if your entity is a Public Limited Company.
|
| Private Limited Company | Checkbox |
Select this option if your entity is a Private Limited Company.
|
| Limited Liability Partnership | Checkbox |
Select this option if your entity is a Limited Liability Partnership.
|
| Sole Trader | Checkbox |
Select this option if your entity operates as a Sole Trader.
|
| Public Sector | Checkbox |
Select this option if your entity belongs to the Public Sector.
|
| Government Body | Checkbox |
Select this option if your entity is a Government Body.
|
| Corporation | Checkbox |
Select this option if your entity is a Corporation.
|
| Partnership | Checkbox |
Select this option if your entity is a Partnership.
|
| Unincorporated Bodies | Checkbox |
Select this option if your entity is an Unincorporated Body.
|
| Associations | Checkbox |
Select this option if your entity is an Association.
|
| Trust | Checkbox |
Select this option if your entity is a Trust.
|
| Clubs | Checkbox |
Select this option if your entity is a Club.
|
| Societies | Checkbox |
Select this option if your entity is a Society.
|
| Registered Charity | Checkbox |
Select this option if your entity is a Registered Charity.
|
| Religious Bodies | Checkbox |
Select this option if your entity is a Religious Body.
|
| Institutes | Checkbox |
Select this option if your entity is an Institute.
|
| Other | Checkbox |
Select this option if your entity type is not listed above.
|
| Other Entity Type | Text |
Please specify the entity type if it is not listed among the provided options.
|
| Existing @Work User ID | ||
| Existing @Work User ID | Text |
Please provide your existing @Work User ID.
|
| Existing @Work User ID | Text |
Enter your existing @Work User ID.
|
| Existing @Work User ID Question | ||
| Existing @Work User ID Yes | Checkbox |
Check this box if you have an existing @Work User ID.
|
| Existing @Work User ID No | Checkbox |
Check this box if you do not have an existing @Work User ID.
|
| General | ||
| Signature1 | Signature | |
| Link to Cobrand Hierarchy | ||
| Link to American Express Cathay Pacific Cobrand Hierarchy | Checkbox |
Check this box to link to an American Express Cathay Pacific Cobrand Hierarchy.
|
| Market Segment and Industry Code | ||
| Large Market | Checkbox |
Select this option if the market segment is a large market.
|
| Middle Market | Checkbox |
Select this option if the market segment is a middle market.
|
| Primary Industry | Checkbox |
Select this option if the market segment is categorized as a primary industry.
|
| Primary Industry SIC Code | Text |
Please enter the Standard Industrial Classification (SIC) code for the primary industry.
|
| New User Authentication | ||
| Verification Word | Text |
Enter a verification word consisting of a minimum of 4 and a maximum of 20 alpha-numeric characters, lower case only, with no spaces or special characters.
|
| Verification PIN | Text |
Enter the 4-digit numeric verification PIN.
|
| New Verification Word | ||
| New Verification Word | Text |
Please enter your new verification word, which must be between 4 and 20 alphanumeric characters, in lowercase only, with no spaces or special characters.
|
| Office Use Codes - Row 1 | ||
| Office Use Code Row 1 SIX | Text |
Enter the SIX code for office use.
|
| Office Use Code Row 1 Revision Indicator | Text |
Enter the revision indicator code for office use.
|
| Office Use Code Row 1 MAC Code | Text |
Input the MAC (Machine Access Code or similar) for office use.
|
| Office Use Code Row 1 Application Code 01 | Text |
Provide the application or approval code 01 for office use.
|
| Office Use Code Row 1 Member Since | Text |
Enter the code indicating the member's joining date for office use.
|
| Office Use Codes - Row 2 | ||
| Office Use Code Row 2 - 3763-76 | Text |
Enter the specific office use code identified as 3763-76.
|
| Office Use Code Row 2 - BCH/JD | Text |
Enter the BCH/JD code for office use.
|
| Office Use Code Row 2 - FFE Code | Text |
Enter the FFE Code for office use.
|
| Office Use Code Row 2 - SUND VIA | Text |
Enter the SUND VIA code for office use.
|
| Online Program Access Level | ||
| Standard Report | Checkbox |
Check this box if you would like to have access to the Standard Report for Online Program Management.
|
| Customised Reporting | Checkbox |
Check this box if you would like to have access to Customised Reporting for Online Program Management.
|
| Online Program Enrollment | ||
| Online Program Enrollment Yes | Checkbox |
Check this box if you would like to enrol for @ Work Online Program Management.
|
| Online Program Enrollment No | Checkbox |
Check this box if you would not like to enrol for @ Work Online Program Management.
|
| Parent Company Details | ||
| Parent Company Name | Text |
Enter the full legal name of the parent company.
|
| Parent Company Address | Text |
Provide the full registered address of the parent company.
|
| Parent Company Telephone Number | Text |
Enter the telephone number of the parent company.
|
| Primary Statement Recipient Details | ||
| Primary Recipient Name | Text |
Enter the full name of the primary statement recipient.
|
| Primary Recipient Email | Text |
Enter the email address for the primary statement recipient to receive notification emails.
|
| Primary Recipient Phone Number | Text |
Enter the phone number of the primary statement recipient.
|
| Primary Recipient Address Line 1 | Text |
Enter the first line of the primary statement recipient's address.
|
| Primary Recipient Address Line 2 | Text |
Enter the second line of the primary statement recipient's address.
|
| Program Administrator's / Reporting Recipient's Details | ||
| Program Administrator's / Reporting Recipient's Name | Text |
Please provide the full name of the program administrator or reporting recipient, including any title (Mr/Ms).
|
| Position | Text |
Please provide the position of the program administrator or reporting recipient.
|
| Address | Text |
Please provide the full address of the program administrator or reporting recipient.
|
| Telephone Number | Text |
Please provide the telephone number of the program administrator or reporting recipient.
|
| Fax Number | Text |
Please provide the fax number of the program administrator or reporting recipient.
|
| Email Address | Text |
Please provide the email address of the program administrator or reporting recipient.
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| Purpose of Credit | ||
| 1st Day-to-Day Business Expense | Checkbox |
Check this box if the purpose of credit is for general day-to-day business expenses.
|
| 2nd Cash Flow Needs | Checkbox |
Check this box if the purpose of credit is to meet cash flow needs.
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| 3rd Travel and Entertainment | Checkbox |
Check this box if the purpose of credit is for travel and entertainment expenses.
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| 4th Tax Payments | Checkbox |
Check this box if the purpose of credit is for making tax payments.
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| 5th Others | Checkbox |
Check this box if the purpose of credit falls into a category not listed above.
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| Sales and SID Codes | ||
| Sales Code | Text |
Please enter the sales code.
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| SID Code | Text |
Please enter the SID code.
|
| Sales Database ID | ||
| Sales Database ID | Text |
Enter the unique identifier for the sales database.
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| Primary Industry SIC Code | Text |
Enter the Standard Industrial Classification (SIC) code for the primary industry.
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| Salesperson Contact | ||
| Salesperson Name | Text |
Please provide the full name of the American Express salesperson.
|
| Salesperson Telephone Number | Text |
Please provide the telephone number of the American Express salesperson.
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| Signature Date | ||
| Signature Date Day | Number |
Please enter the day of the signature date.
|
| Signature Date Month | Number |
Please enter the month of the signature date.
|
| Signature Date Year | Number |
Please enter the year of the signature date.
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| Travel Agent Details | ||
| Travel Agent Name | Text |
Enter the full name of your travel agent.
|
| Travel Agent Address | Text |
Provide the complete address of your travel agent.
|
| Travel Agent Code | Text |
Enter the unique code assigned to the travel agent.
|
| Travel Office Code | Text |
Enter the code for the travel office.
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| Travel and Spend Estimates | ||
| Number of People Traveling Regularly | Text |
Enter the approximate number of people who travel regularly.
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| Annual Estimated Air Spend | Number |
Enter the annual estimated spend in HK dollars for air travel.
|
| Annual Estimated Other Spend | Number |
Enter the annual estimated spend in HK dollars for other expenses.
|
| Annual Estimated Total Spend | Number |
Enter the total annual estimated spend in HK dollars.
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| Verification Pin | ||
| Verification Pin | Number |
Enter the verification pin.
|