Frequently Asked Questions

Account Opening Overview

 How do I open an Estate Account for a deceased person?


You may open an Estate account with Phillip Securities. The administrator may contact any of the Trading Representatives to open an Estate Account.

You’ll need to submit the required documents are as follows:

1. Death Certificate of the deceased person
2. Grant of Probate / Letters of Administration
3. Schedule of Assets
4. NRIC of the Administrator (for Singaporeans) / Passport (for Foreigners)
5. If the administrator’s mailing address differs from residential address, please provide supporting documents issued within the last 3 months such as utility bill/bank statement/government body letter.

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