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