Frequently Asked Questions
Online Forms
Application and Termination Form for EPS
Apply for EPS so that you can use your bank's ATM to transfer funds into your trading account or make payment for share purchases conveniently.
This service will be activated 3 - 4 weeks from the time we receive the EPS form. Once the application is successful, you will receive a letter of notification.
You may submit your EPS Application through one of the following ways:
- Log in to your online trading account via POEMS 2.0 platform. Complete and submit the EPS Form by going to Acct Mgmt > Stocks > Online Forms > Account Application > EPS Forms > Fill in the Bank account details > Submit.
- Download & complete the PDF and send the form to the following address.
Application Form for EPS (Electronic Payment of Shares) (PDF)
Attention: APU
250 North Bridge Road
#06-00, Raffles City Tower
Singapore 179101
For clients who already have existing EPS linkage to your trading account and would like to update to another bank account instead, you will need to terminate your existing EPS linkage first.
You may submit your EPS Termination through one of the following ways:
- Log in to your online trading account via POEMS 2.0 platform. Complete and submit the EPS Form by going to Acct Mgmt > Stocks > Online Forms > Account Application > EPS Forms > Terminate the Existing EPS > Submit.
- Download & complete the PDF and send the form to the following address.
Termination Form for EPS (Electronic Payment of Shares) (PDF)
Attention: APU
250 North Bridge Road
#06-00, Raffles City Tower
Singapore 179101
Other faq that might help you
- Accredited Investor Application – Corporate
- Accredited Investor Application – Individual
- Accredited Investor Application – Joint Account
- Accredited Investor Opt-out Form – Individual / Joint Account / Corporate
- 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
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