ONLINE ACCOUNT APPLICATION
for trading and investing in Stock, ETF, Bond, Unit Trust, CFD, CFD-DMA, FX/Bullion, Futures

Step 1: Choose Account Type

Low Cost Trading
  • Low brokerage over 11 markets
  • 0% Unit Trust sales charge
  • No custody fee
  • Fund cash or securities prior to trading
  • Trade up to 3.5x cash deposit

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Link to CDP
  • Contra
  • 0% Unit Trust sales charge

Your CDP Account No.

Don’t have a CDP account? Click here to create

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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.

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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 the chosen currency followed by SGD on the same day, prevailing exchange rates apply.

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Phillip SMART Park is an Excess Fund Management Facility that invests and manages your Idle Cash automatically, at discretion. Make your money work HARDER and SMARTER at:
Return (7 Day) Annualised #: SGD p.a.# | USD p.a.#

Rates updated as of
#Based on the average rate of annualised returns over the last rolling week.
Past performance is not necessarily indicative of future performance. View disclaimer

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  • Borrow Securities for short selling

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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 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

You will be able to open an Account instantly if all requirements are met. Upon successful Account opening, you will receive an email notification

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:

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
The Central Depository Account, or generally referred to as CDP, is an account that holds all the shares you purchased on the open market safely. A CDP, run by the Singapore Stock Exchange (SGX), serves as a security for all of your stocks.
We do not cater to Online Corporate Account opening at the moment. Please bear with us while we work on this. In the meantime, kindly visit our Phillip Investor Centres to obtain and fill in the required forms.

You can open a joint Cash Plus Account online via www.poems.com.sg/open-an-account. Choose Cash Plus account and select the facilities you wish to have access to, then click submit. Sign up joint account using “Online Form” instead of Myinfo.

To open a joint Cash Management Account or other Account types, please contact your Trading Representative or visit your nearest Phillip Investor Centre for Joint Account account opening form.

Yes, there is no restriction to the number of trading accounts you can open.
You may contact our General Hotline at +65 6531 1555 to check on the status of your account opening.

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.

Note:

  • All applicants must be 18 years old and above.
  • For cash management or cash trading account, you need to open an accompanying CDP account with The Central Depository Pte Ltd. which requires the applicant to sign on application form in the presence of an authorised officer at Phillip Securities Pte Ltd.

The following docmuents must be provided for account opening.

Account Application form (Individual)

Individual Add Consent form for PDPA and Tax form: Consent to use for personal data under personal data protection act and Additional declaration & Acknowledgement – compliance with tax requirement.

CAR/CKA form
The Customer Account Review (CAR) enables us to assess whether you can trade in listed SIP products. The Customer Knowledge Assessment (CKA) enables us to assess whether you have the relevant knowledge or experience to understand the risks and features of an unlisted SIP.

W-8BEN form
W-8BEN Form is a requirement by U.S. Inland Revenue Service for account holder to declare that the beneficiary owner of the amount received from US sources is not a US person. Submission of this Form is compulsory. Please note that U.S Persons/Canada Citizens/US Taxpayers re not eligible to trade ins U.S. markets through Phillip Securities Pte Ltd.

RWS Form
RWS form is a risk warning disclosure which highlights the key risks that customers should be aware of before trading in overseas-listed investment products. These included differences in legal system, regulatory regime, political, social and economic developments as well as differences in costs, counterparty and correspondents broker risks between the foreign jurisdictions and Singapore.

To trade overseas-listed investment products, please acknowledge the Risk Warning Statement (RWS). Please do so to avoid disruption to your trading activities.

For applicants residing in Singapore

Citizenship Documents Required
Singapore Citizens / Singapore PRs Singapore Identity Card
Malaysian Citizens Original Malaysia Identity Card
Either of the below supporting documents to verify mailing address in:-
1) Singapore
2) Home country:
–    Utility Bills
–    Income Tax Assessment
–    Statement from a Bank regulated by MAS
–    Statement from any of the statutory boards or government bodiesNote:
–    Applicant name and address reflected on all identification documents must be the same as that indicated on the account application form.Account opening documents mailed in must be certified by an authorised officer from Phillip Securities Pte Ltd or the Notary Public
Other Nationalities Original Passport
Either of the below supporting documents to verify mailing address in:-
1) Singapore
2) Home country:
–    Utility Bills
–    Income Tax Assessment
–    Statement from a Bank regulated by MAS
–    Statement from any of the statutory boards or government bodiesNote:
–    Applicant name and address reflected on all identification documents must be the same as that indicated on the account application form.Account opening documents mailed in must be certified by an authorised officer from Phillip Securities Pte Ltd or the Notary Public

For applicants residing outside Singapore

Please contact talktoglobalmarkets@phillip.com.sg for further details.

No. However, you need to acknowledge RWS for all foreign markets and W8-BEN form for US markets. For more information on RWS and W8-BEN form, please click here.

All new application forms must be signed in the presence of a Phillip Securities witnessing officer as per SGX regulations. Call us at 6531 1280 for assistance to open an account. For the required documents, please click here.

Need Help?

Call us at 6531 1555
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