Frequently Asked Questions
General
Information Sheets
Cash Plus Account
Cash Management (KC) Account
Prepaid (CC) Account
Custodian (C) Account
Margin (M) Account
Share Financing (V) Account
Share Builders Plan (SBP)
Securities Borrowing Services
Securities Lending Services
Securities Advisory Service
Managed Account Services
Contracts for Differences
Unit Trust Wrap
Most Popular Questions
Are my monies and assets custodised with Phillip Securities Pte Ltd (“PSPL”) safe?
Why is my account suspended and how can I re-activate it?
I have forgotten my POEMS trading account password. How can I request a new password?
I have forgotten my Account number. How can I retrieve it?
What is W8/ W9 form and How do I submit it?
I have forgotten my Trading Representative's contact number. How can I retrieve it?
Who can I contact if I would like to enquire about dealing matters?
What number should I call if I have enquiries regarding Forex/Futures or CFD?
What is POEMS?
Who can apply for Accounts?
May I open an Account if I have a trading account with another securities firm?
Can I open an Account if I am residing overseas?
What are your latest promotions?
Why is my limit or market order not done when the market opens at 9.30am (EST) and why is my executed price different from the opening price shown on POEMS?
Online Forms
Accredited Investor Application – Corporate
Accredited Investor Application – Individual
Accredited Investor Application – Joint Account
Accredited Investor Opt-out Form - Individual / Joint Account / Corporate
Application and Termination Form for EPS
Application Form for EPS Closure and GIRO Linkage
Application Form for GIRO
CDP Share Transfer Form for Existing Phillip Securities Client
CFD Application form for Existing Phillip Securities Client
Conversion from Cash Trading to Cash Management Account Application Form (PDF)
Conversion from Unit Trust Investment Account (09*****) to UT- Phillip Cash Management Account Application Form (PDF)
Customer Account Review (CAR) & Customer Knowledge Assessment (CKA) Form
Securities and Bond Transfer
Opt-out E-Statement form
POEMS Application Form
Risk Warning Statement (RWS) Form
SBL Application Form for Existing Phillip Securities Client
Termination Form for GIRO Linkage
UK Share Deposit - CREST Form
Updating of Personal Particulars
W-8 / W-9 Form
Self Certification on Tax Residency Status
