常见问题解答

开户概述

 开户所需材料

注意:

  • 所有申请者都必须年满18岁.
  • 对于现金管理账户和现金交易账户,您需要开通CDP账户,中央信托公司要求您在有辉立证券工作人员在场的情况下在CDP开户表格上签名.

开户您需提供以下材料.

开户申请表格(个人)

客户账户审查(CAR)/客户知识评估(CKA)表格
客户账户审查让我们评估您对指定投资产品(SIP)的资格,客户知识评估表格让我们客户对指定投资产品(SIP)是否具备相关知识或经验 。

W-8BEN 表格
美国国税局要求账户持有者填写W8BEN表,用以说明从美国投资市场受益的账户持有者并非美国公民。投资者必须填写该表格。请注意美国公民/加拿大公民/美国纳税人不允许通过辉立证券有限责任公司在美国市场进行交易。

风险警告声明(RWS)表格
该表为风险披露声明,重点强调了几种客户在交易海外上市投资产品时需要注意的主要风险。包括法律体系、管辖范围、政治、社会和经济发展以及成本的不同,还包括国外和新加坡之间存在的交易对手和券商风险。

如需进行海外上市投资产品交易,请承认风险警告声明(RWS)的权威性。这样可以为您的交易活动免去不必要的麻烦。

居住在新加坡的申请者

公民所需材料
新加坡公民/新加坡永久居民新加坡身份证
马来西亚公民马来西亚身份证原件
可以证明您邮寄地址的证明文件,以下之一:-
1) 新加坡
2) 家庭地址:
– 物业账单
– 所得税评估报告
– 由新加坡金融管理局管理的银行的银行账单
– 由任何法定机构或政府部门颁发的报表:
– 申请者在证明文件上的的名字和地址必须和申请表格里的一样,寄至辉立证券的开户表格必须有辉立证券工作人员的公正或公证处的公正
其他国籍护照原件
可以证明您邮寄地址的证明文件,以下之一:-
1) 新加坡
2) 家庭地址:
– 物业账单
– 所得税评估报告
– 由新加坡金融管理局管理的银行的银行账单
– 由任何法定机构或政府部门颁发的报表:
– 申请者在证明文件上的的名字和地址必须和申请表格里的一样,寄至辉立证券的开户表格必须有辉立证券工作人员的公正或公证处的公正

居住在其他地区的申请者

请发送邮件至talktoglobalmarkets@phillip.com.sg以获取更多信息。


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