Step 1: Choose Account Type
Maximize your Opportunities
- Fund the account with cash and/or marginable stocks and bonds to increase your investment purchasing power.
Step 2: Choose Facilities
Trade online through our suite of POEMS platforms, POEMS 2.0, POEMS Pro, POEMS Mobile 2.0 or through your trading representative.
Settle trades with 10 different currencies: SGD, USD, HKD, AUD, MYR, JPY, GBP, EUR, CNY, CAD
If you do not opt-in for Multi-Currency Facility, all trades will be settled in SGD equivalent regardless of traded currency; prevailing exchanging rates apply.
Earn on your idle funds.1 Year Rolling Return: SGD p.a.* | USD p.a.*
Return (1 month) Annualised: SGD p.a.# | USD p.a.#
Rates updated as of
*Based on 1-year rolling return, NAV/NAV prices.
#Based on the average rate of annualised returns over the last rolling one month.
Past performance is not necessarily indicative of future performance. View disclaimer
- Up to 20 times leverage.
- Ability to short sell.
- Access to global equities, indices, fx and commodities
Eligibility
- At least 18 years of age
- Not a U.S Person (an individual who is a U.S citizen or U.S resident)
- Not a bankrupt
Other Accounts
What do you need to prepare
- Singapore Identity Card (Pink or Blue)
- Bank Account Information
- Bank Account Details (DBS/POSB/OCBC/UOB/MAYBANK) OR
- TT Details (TT Bank Name, Account Number & Currency Details)
- For mailing address which is different from your Identity Card, please provide supporting document(s) issued within the last 3 months such as:
- Telephone bills/Utility bills/Bank statement OR
- Statement from any Financial Institutions in your country OR
- Correspondence from any government bodies in Singapore
All copies of documentation has to be scanned or photographed from the original document.
- Malaysian Identity Card
- Bank Account Information
- Singapore Bank Account Details (DBS/POSB/OCBC/UOB/MAYBANK) OR
- TT Details (TT Bank Name, Account Number & Currency Details)
- For mailing address which is different from your Identity Card, please provide supporting document(s) issued within the last 3 months such as:
- Telephone bills/Utility bills/Bank statement OR
- Statement from any Financial Institutions in your country OR
- Correspondence from any government bodies in Malaysia or Singapore
All copies of documentation has to be scanned or photographed from the original document.
Note:
All supporting documents should be in English. Otherwise, there is a need to have each of these specific documents translated and certified by a qualified translator/translation company.
- Passport with at least 6 month validity
- Bank Account Information
- Singapore Bank Account Details (DBS/POSB/OCBC/UOB/MAYBANK) OR
- TT Details (TT Bank Name, Account Number & Currency Details)
- Supporting document(s) for residential address issued within the last 3 months such as:
- Telephone bills/Utility bills/Bank statement OR
- Statement from any Financial Institutions in your country OR
- Correspondence from any government bodies in your country
- For mailing address that is different from your residential address, please provide additional supporting document(s) issued within the last 3 months that reflects your mailing address.
All copies of documentation has to be scanned or photographed from the original document.
Note:
All supporting documents should be in English. Otherwise, there is a need to have each of these specific documents translated and certified by a qualified translator/translation company.
FAQ
Fund your Account through PayNow or FAST. You can trade/invest within 15 minutes (excluding Singapore market trades via Cash Management Accounts, as account linkage requires CDP approval)
Please remember to complete:
- W8Ben Form (for US stocks)
- CAR & CKA Form (for SIP)
- RWS Form (for foreign-listed investment products)
Sign up for complimentary Live Price and update CPF/SRS account number
For trading limit increase from the day following your Account opening, please call your Trading Representative or Customer Experience Unit at 6531 1555 or email talktophillip@phillip.com.sg
| Cash Plus | Cash Management | |
| Client’s CDP Linkage | ||
| Low Commission Charges | ||
| Margin Facility | ||
| Excess Funds Management Facility | ||
| CPF/SRS Trades |
Alternatively, you can open a joint Cash Management Account or other Account types at your nearest Phillip Investor Centre.
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.Need Help?
Call us at 6531 1555
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