Open an Account

Step 1: Choose Account Type

Maximize your Opportunities

  • Upfront collateral required for trading: shares, bonds, unit trusts and cash are acceptable forms of collateral.
  • Margin facility

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Contra Trading

  • No upfront collateral or cash is required for trading

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Cash Upfront

  • Fund your account before trading

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Step 2: Choose Facilities

Trade online through our suite of POEMS platforms, POEMS 2.0, POEMS Mercury, POEMS Mobile 2.0 or through your trading representative.

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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.

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Earn 0.8462% SGD p.a./ 1.0355% USD p.a. on your idle funds.

Rates updated as of 22 January 2018, based on 1-year rolling return, NAV/NAV prices. Past performance is not necessarily indicative of future performance. View disclaimer.

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  • Borrow Securities for short selling
  • Lend your Securities to earn up to 4% p.a.

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  • Up to 20 times leverage.
  • Ability to short sell.
  • Access to global equities, indices and commodities

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Eligibility

  • At least 21 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

Phillip Cash Management Account (KC) Phillip Investment Account Share Financing Account (V)
Prepaid (CC) Custodian (C) Margin (M)
Ledger Facility          
Excess Funds Management        
Multi-Currency Facility          
Reduced Commissions  
Margin Financing Facility    
SGX listed securities are held under CDP custody Phillip custody Phillip custody Phillip custody Phillip custody
Foreign shares are held under Phillip custody Phillip custody Phillip custody Phillip custody Phillip custody
Infosheet Infosheet Infosheet Infosheet Infosheet
FAQs FAQs FAQs FAQs FAQs
Anyone above the age of 18 years old and with no adverse records with the SGX or Court is welcome to open a Phillip Account.
Yes, there is no restriction to the number of trading accounts you can open.
All you need to do is to fill in a simple form furnishing us with your account details and we will mail the password to you. You also may also visit our investor centres, web-site, or request that  this form be mail to you.
Kindly visit our office or Investor Centres to fill in the following application forms. All new application forms must be signed in the presence of a Phillip Securities witnessing officer as per SGX regulations. For the required documents, please click here.
Kindly visit our office or Investor Centres to fill in the following application forms:
  • Corporate/ Institution Application form
  • Application for opening of Corporate securities account (CDP2.1)
  • Linkage form (CDP 25A.1)
Please bring along the following documents:
  • Certificate of Incorporation
  • Certified true copy of Board Resolution
  • An updated ROC instant information print-out on applicant
  • Form 49 / Form AR
  • Particulars of Directors/ Secretary (applicable for foreign corporation)
Application requires two authorised signatures and the company's stamp.  The two authorised persons who sign on behalf of the company are to produce their National Identity Card.
For investors residing overseas, it is recommended to open an investment account with Phillip Securities. In accordance with the SGX-ST rules all account applications that are remotely signed require the endorsement by a Notary  Public or Commissioner of Oaths. A photocopy of your passport, declaration by the concerned Notary Public or Commissioner of Oaths and the deposit for the account should be submitted together with your application form for an investment account.
It takes approximately 10 working days to process the account, subjected to approval and clearance by the proper authorities.
The common reason for rejection is a difference in the particulars or signature submitted compared to the record in CDP. To update your particulars, you may request for a CDP7 form to be sent to you. If you wish to update your signature, you may do so at CDP.
11 North Buona Vista Drive, #06-07, The Metropolis Tower 2, Singapore 138589 Tel: 6535-7511 Fax: 6535-0775
Remember to inform us of the changes so that we may resubmit your application for approval.
You will have to fill up the CDP form to update your particulars. (e.g. change of address) Written requests will not be accepted by CDP. For Cash Management account holders, please contact us after you have received notice from  CDP that your address has been changed. If you have Unit Trust account, please write in to Unit Trust department to update your new address.
Please find more details about Phillip Investment Accounts here.

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