Step 1: Choose Account Type
Step 2: Choose Facilities
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 |
- Corporate/ Institution Application form
- Application for opening of Corporate securities account (CDP2.1)
- Linkage form (CDP 25A.1)
- 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)
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