Open an Account

Apply Online

*This online application system is for the Phillip Investment Custodian Account only. All shares traded through the Phillip Investment Custodian Account (shares in SGX as well as Foreign Shares) will be held in custody with Phillip Securities Pte Ltd on terms as set out in the Conditions Governing Phillip Securities Trading Accounts. Please refer to this link for more information and the fees and charges of the Phillip Investment Custodian Account.

Apply in Person

  1. Bring all the required documents
  2. Visit us at any of our investor centres

Need Help?

Call us at 6531 1280
Send Us a Message

Account Opening Procedures

Click above link “Apply Now” for online account opening

NOTE:

To have your account serviced by our Global Markets Specialists, key in “GMD” as your preferred Trading Representative code
Key in “G88” if you prefer to speak in Chinese (若您想要选择中文交易组,请在交易代表名称/代码处填写G88
Key in “G04” if you prefer to speak in Japanese (日本語デスクによるサービスをご希望の場合は”G04″とご記入ください)

What do you need to prepare

Singapore Citizen/ Singapore Permanent Resident (PR)/ Foreigners residing in Singapore
  • Identity Card (Pink or Blue)/ Passport with at least 6 months validity (Foreigners only)
  • Employed
    • A bank statement issued within the last 3 months OR
    • Latest CPF 3 months Contribution History Statements
  • Self Employed
    • A bank statement issued within the last 3 months OR
    • Latest Income Tax Notice of Assessment (from IRAS)
  • For mailing address which differs from your Identity Card / Passport
    (for Foreigners), please provide supporting document(s) that reflects
    your mailing address such as:

    • Utility bills OR
    • Statement from a Bank or branch regulated by MAS OR
    • Correspondence from any of the statutory boards or government bodies
  • All copies of documentation must be scanned or photographed from the original source documents.
Malaysia Citizen
  • Malaysia Identity Card AND
  • A bank statement issued within the last 3 months
  • For Mailing address which is different from your Identity Card,
    please provide supporting document(s) that reflect your mailing address
    such as:

    • Utility bills OR
    • Statement from any Financial Institutions in your country OR
    • Correspondence from any government bodies in your country
  • All copies of documentation must be scanned or photographed from the original source documents.
Other Foreigners
  • Passport with at least 6 months validity AND
  • A bank statement issued within the last 3 months in your country
  • For residential and mailing addresses which are different or not
    indicated in your passport, please provide supporting document(s) issued
    within the last 3 months that reflect your residential and mailing
    addresses such as:

    • Utility bills OR
    • Statement from any Financial Institutions in your country OR
    • Correspondence from any government bodies in your country
  • All copies of documentation must be scanned or photographed from the
    original documents and must be signed by a Commissioner of Oath or
    Notary Public. These signed documents must be mailed or couriered to us
    immediately after you have submitted the account opening application
    online. For your convenience, please click here for a self-address envelope

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

Account Types

(To open an FX/Futures Account, please click here)

Cash Management Account Cash Prepaid Account Custodian Margin Financing Share Financing
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

FAQ

Can I open a POEMS trading account if I have a trading account with another securities firm?
How can I open an account if I am residing overseas?

For investors residing overseas, it is recommended to open an investment account with Phillip Securities. In accordance with the SGX-ST rules all account applications that are remotely signed require the endorsement by a Notary  Public or Commissioner of Oaths. A photocopy of your passport, declaration by the concerned Notary Public or Commissioner of Oaths and the deposit for the account should be submitted together with your application form for an investment account.

How do I link my existing Phillip Securities trading account to POEMS?

All you need to do is to fill in a simple form furnishing us with your account details and we will mail the password to you. You also may also visit our investor centres, web-site, or request that  this form be mail to you.

How do I open a corporate account with POEMS?

Kindly visit our office or Investor Centres to fill in the following application forms:

  • Corporate/ Institution Application form
  • Application for opening of Corporate securities account (CDP2.1)
  • Linkage form (CDP 25A.1)

Please bring along the following documents:

  • 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)

Application requires two authorised signatures and the company’s stamp.  The two authorised
persons who sign on behalf of the company are to produce their National Identity Card.

How do I open a POEMS trading account if I am a new client?

Kindly visit our office or Investor Centres to fill in the following application forms. All new
application forms must be signed in the presence of a Phillip Securities witnessing officer as per
SGX regulations. For the required documents, please click here.

How do I update my particulars?

You will have to fill up the CDP7.4 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.

How long does it take to process a new POEMS account?

It takes approximately 10 working days to process the account, subjected to approval and clearance by the proper authorities.

Who can apply for POEMS trading account?

Anyone above the age of 18 years old and with no adverse records with the SGX or Court is welcome to open a POEMS account.

Why has my account application been rejected?

The common reason for rejection is a difference in the particulars or signature submitted compared to the record in CDP. To update your particulars, you may request for a CDP7 form to be sent to you. If you wish to update your signature, you may do so at CDP.

11 North Buona Vista Drive, #06-07,
The Metropolis Tower 2, Singapore 138589
Tel: 6535-7511 Fax: 6535-0775

Remember to inform us of the changes so that we may resubmit your application for approval.