Open an Account

Apply Online*

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Apply in Person

  1. Bring all the required documents
  2. Visit us at any of our investor centres

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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

What do you need to prepare

  • Identity Card (Pink or Blue)/ Passport with at least 6 months validity (Foreigners only)

Employed

  • A bank statement issued within the last 3 months OR
  • Latest CPF 3 months Contribution History Statements

Self Employed

  • A bank statement issued within the last 3 months OR
  • Latest Income Tax Notice of Assessment (from IRAS)

For mailing address which differs from your Identity Card / Passport (for Foreigners), please provide supporting document(s) that reflects your mailing address such as:

  • Utility bills OR
  • Statement from a Bank or branch regulated by MAS OR
  • Correspondence from any of the statutory boards or government bodies

All copies of documentation must be scanned or photographed from the original source documents.

  • Malaysia Identity Card AND
  • A bank statement issued within the last 3 months

For Mailing address which is different from your Identity Card, please provide supporting document(s) that reflect your mailing address such as:

  • Utility bills OR
  • Statement from any Financial Institutions in your country OR
  • Correspondence from any government bodies in your country

All copies of documentation must be scanned or photographed from the original source documents.

  • Passport with at least 6 months validity AND
  • A bank statement issued within the last 3 months in your country

For residential and mailing addresses which are different or not indicated in your passport, please provide supporting document(s) issued within the last 3 months that reflect your residential and mailing addresses such as:

  • Utility bills OR
  • Statement from any Financial Institutions in your country OR
  • Correspondence from any government bodies in your country

For verification purposes, you may choose to:

  1. make an initial deposit (of not more than SGD 1,000 or its equivalent in any currency) via internet banking from your own bank account in Singapore, into our bank account (Phillip Securities Pte Ltd). Please indicate ‘0000000’ as the consumer reference number.

    Or

  2. make an initial deposit via telegraphic transfer (of not more than SGD 1,000 or its equivalent in any currency) into our bank account, with your name provided in the bank’s TT payment advice to show that funds are withdrawn from your own account with the bank (this is applicable only to applicants residing in FATF member jurisdictions). Please indicate ‘NEW – *your identification / passport number as per application* e.g. NEW – A123456 ’ in the remarks section. Our staff will be contacting you to provide you with the relevant TT details.

    Or

  3. provide copies of documentation which must be scanned or photographed from the original documents and must be signed by a Commissioner of Oath or Notary Public. The required signed documents to be sent to us after completion. For your convenience please click here for a self-address envelope.

Phillip Investment Account
One Account for ALL your investment needs!

Available facilities

Award-Winning Platforms*

Trade with POEMS online, POEMS Mercury, POEMS Mobile, Phillip Bonds and/ or broker assisted

Settlement Options

Trade first with Contra or pay first with Prepaid

Multi Currency Facility

SGD, USD, HKD, AUD, MYR, JPY, GBP, EUR, CNY, CAD

Excess Funds Facility

Earn 0.8131% SGD p.a./ 0.9604% USD p.a. on your idle funds
(Rates updated as of 4 December 2017)

Securities Lending(SBL)

Custodise your shares and earn up to 4% p.a.

Leverage

Up to 20 times leverage with Contracts for Difference (CFD) and Margin Financing


*Based on ShareInvestor Awards 2017 for Most Preferred Desktop Trading Platform and Most Preferred Mobile Trading Platform

Enjoy the following waivers:

View fees for SGX and International Markets

Get rewarded when trading with us

FAQ

Yes, there is no restriction to the number of trading accounts you can open.
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.
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:

  • 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.

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.
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.

It takes approximately 10 working days to process the account, subjected to approval and clearance by the proper authorities.
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.
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.