Open Investment Account

We are undergoing scheduled maintenance to serve you better hence will not be available on 2 Mar, 10am-6pm. Please plan your transaction in advance. Thank you for your understanding.

Step 1: Choose Account Type

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

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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, POEMS Mobile 3 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
  • Trade Seamlessly with One-Click Trading
  • Automated Trading Functionalities
  • Advanced Trading Tools & Custom Indicators

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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 or Cash Management Account online.
To do so, please follow the steps below:

  1. Go to www.poems.com.sg/open-an-account
  2. Choose the Account type: Cash Plus or Cash Management Account.
    (For Cash Management Account, please indicate the Central Depository Pte Ltd (CDP) Joint Account Number. If the main and joint applicants do not have a joint CDP Account yet, you can open one at our Phillip Investor Centres (PIC)
  3. Select the facilities you wish to have access to
  4. Click “Continue”
  5. Choose “Sign up using Online Form” > “Joint Account”

To open other Account types, please contact your Trading Representative or visit your nearest Phillip Investor Centres(PIC) for assistance.

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.
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.

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?

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IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com