Frequently Asked Questions
Online Forms
Self Certification on Tax Residency Status
We are required by tax regulations under the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) to identify the tax residence of our customers. For customers who are US Persons or tax residents outside Singapore, we may also be required to provide their account information to relevant tax authorities. In order for us to hold accurate and up–to-date information about your tax residence, you may submit a scanned copy of the self-certification via your registered email with us to apu@phillip.com.sg. If there are changes to your circumstances, you may also update your tax residence information by completing this form.
Please submit a copy of your identification document / passport with your self-certification. If you need to update your residential or mailing address with us, please provide a copy of your recent bank/utility statement to support the change of address.
Self-Certification for Retail Client
Self-Certification for Entity /Corporate
Alternatively, you can mail the physical documents to:
Attention: Account Opening Unit (FATCA/CRS)
Phillip Securities Pte Ltd
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 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
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