ONLINE TRADING ACCOUNT
APPLICATION

Step 1: Choose Account Type
Step 2: Choose Facilities
CONSENT TO USE OF YOUR PERSONAL DATA
- I authorise, agree and consent to allow Phillip Securities Pte. Ltd. (“PSPL”), Phillip Nova Pte. Ltd., employees, agents and third party service providers to:
- send me marketing, advertising and promotional information, materials and/or documents relating to the investment products and/or services through the following modes of communication:
- postal mail and/or electronic transmission to my email address; and
- to my telephone contact number(s) by way of voice, text (SMS/MMS), fax, VOIP based smart phone application such as Whatsapp, Viber, etc.
- In certain circumstances, PSPL may need to transfer my personal data outside of Singapore. Any such transfer of my personal data outside of Singapore will be carried out in accordance with the PDPA.
I acknowledge and consent to the transfer of my personal data to our PhillipCapital group of companies, third party service providers and agents outside of Singapore for the Purposes above.
- send me marketing, advertising and promotional information, materials and/or documents relating to the investment products and/or services through the following modes of communication:
- I understand that I am entitled to withdraw my consent for the collection, use and disclosure of my Personal Data at any point in time by notifying the Data Protection Officer (“DPO”) of PhillipCapital at customercare@phillip.com.sg in writing.
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
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:
- W8Ben Form (for US stocks)
- CAR & CKA Form (for SIP)
- RWS Form (for foreign-listed investment products)
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 |
You can open a joint Cash Plus or Cash Management Account online.
To do so, please follow the steps below:
- Go to www.poems.com.sg/open-an-account
- 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)
- Select the facilities you wish to have access to
- Click “Continue”
- 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.
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.
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