Frequently Asked Questions
Account Opening Overview
How long does it take to process a new Account?
What should I do after my Account is ready to trade?
Please remember to complete:
- W8Ben Form (for US stocks)
- CAR & CKA Form (for SIP)
- RWS Form (for foreign-listed investment products)
For trading limit increase from the day following your Account opening, please call your Trading Representative or Customer Experience Unit at 6531 1555 or email firstname.lastname@example.org
Comparison of Cash Plus Account and Cash Management Account
What is a CDP account?
Will I be able to open a Corporate Account Online?
Can I open a joint Account?
Alternatively, you can open a joint Cash Management Account or other Account types at your nearest Phillip Investor Centre.