Account Application
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Application for a Unit Trust Cash Management Account (For Unit Trust investments only)
Online Application
Offline Application
To apply for a Phillip Cash Management Account (For Stocks, Unit Trust & other investment products), please see below for instructions.
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| 1. Potentially earn returns on your excess money |
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| The account allows you to opt into the excess cash management feature. The feature lets you potentially earn returns while waiting for investment opportunities, by automatically investing in Phillip SGD Money Market Fund or Phillip USD Money Market Fund, whichever currency available in your account. Even you do not opt into the feature; you will also earn potential interests. For interest rates, please contact unittrust@phillip.com.sg |
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| 2. Multi Currency Option |
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You have an option of maintaining a foreign currency balance, eg USD, HKD, MYR, and JPY in your account for ease of investing and efficient cash management of your foreign currency denominated investments. Settlement can either be in the traded currency or in SGD. However, you must have sufficient money in the settlement currency to avoid incurring interest on debit balances.
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| 3. Various Payment Method |
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We offers 4 types of payment methods, eg cheque/ cash, Electronic Payment for Shares (EPS), internet bill payment, and Telegraphic Transfers (See below for TT details) for your convenience.
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| 4. Multi Product Investment Account |
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| With Phillip Cash Mangement Account, you can invest in unit trusts, shares, ETF, treasury bills and other investment products that Phillip Securities offer. |
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| Phillip Cash Management Account Application (PCMA - For Stocks, Unit Trust & other investments) |
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To open a Phillip Cash Management Account, you will need to fill up the necessary application forms with Phillip Securities Pte Ltd (PSPL). The application can be done Online or at any of our Phillip Investor Centres. Please read the follow instructions before proceeding with the application process.
Important account application matters
 All applicants must be 18 years old and above.
For joint account application, both applicants must fill up the account application form. For more information, you may visit any of our Phillip Investor Centres (Click here for locations) or call our hotline at 6531 1555 for more details.
If you wish to invest using CPF or SRS, please furnish us with the bank name and CPF investment account number at the point of application.
The follow documents must be enclosed or brought to our Phillip Investor Centres during the account opening process.
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Citizenship
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Documents Required
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Singapore Citizens
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Identity Card (Pink)
For Salaried Employees/Commissioned or Variable Income Earners
- Latest computerized payslip OR
- Latest 12 months CPF Contribution History Statement
For Self Employed
- Latest Income Tax Notice of Assessment IR8A
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Singapore PR
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Identity Card (Blue)
For Salaried Employees/Commissioned or Variable Income Earners
- Latest computerized payslip
- Latest 12 months CPF Contribution History Statement
For Self Employed
- Latest Income Tax Notice of Assessment IR8A
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Malaysian Citizens
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- Malaysia Identity Card - MyKad
- Income Document
- Deposit of S$5,000 is required
(Deposit only by Cheque or Cashier Order. For deposit in USD, only
Cheque drawn from a Singapore Bank is accepted)
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Foreigners
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- Passport (with at least 6 months validity)
- Income Document
- Deposit of S$5,000 is required
(Deposit only by Cheque or Cashier Order. For deposit in USD, only
Cheque drawn from a Singapore Bank is accepted)
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Students / NSFs
(Singaporeans/PR only)
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- Identity Card
- Deposit of S$1,000 is required
(Deposit only by Cheque or Cashier Order. For deposit in USD, only
Cheque drawn from a Singapore Bank is accepted)
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Online application (For Individual Account Only)
Opening of a Unit Trust Cash Management Account (For Unit Trust investments only)
Click HERE for account opening form.
Simply sign on section 7 & 8 and mail back the completed account opening form together with the supporting document to:
Attn Unit Trust Marketing
Phillip Securities Pte Ltd
250 North Bridge Road
#06-00 Raffles City Tower
Singapore 179101
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Citizenship
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Documents Required
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Singapore Citizens
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Identity Card (Pink) (Photocopy front & back)
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Singapore PR
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Identity Card (Blue) (Photocopy front & back)
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Malaysian Citizens
Other Nationality
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Malaysia Identity Card – MyKad - (Photocopy front & back)
Deposit of S$5,000 is required (See TT details below)
Passport
Deposit of S$5,000 is required (See TT details below)
(For applicant residing outside Singapore, we require the application forms to be witnessed by a Notary Public or Commissioner of Oaths. Please also submit a photocopy of the valid passports (with at least 6 months validity), a declaration by the concerned Notary Public or Commissioner of Oaths as well as the mentioned deposit.)
Supporting document is required for all applicants. We will require you to enclose one of the following three documents.
• Original / Photocopy of Bank Statement (We do not accept passbook)
• Original / Photocopy of CPF Statement of Accounts
• Original / Photocopy of IR8A Notice of Assessment
Please note that the above documents must be dated less than three months from current date.
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Important note:
- Applicant's mailing address on all supporting documents must be the same as that indicated in the mailing address section of the account opening form.
- If the mailing address is the same as the residential address, the address shown on the Identity Card (S'prean/PR/Malaysian) must be the same as that on the account opening form.
- Please ensure that the Residential Address section of the account opening form must be an address in your home country.
Phillip Securities Pte Ltd reserves the right to perform additional verification or request for additional documents for the purpose of due diligence. Account will only be activated after approval of your application.
Once your application is approved, you will receive your account number and pin mailer separately by mail. With this, you are ready for investments!
Telegraphic Transfer (TT) Details
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SGD
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Bank name
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Citibank N.A Singapore
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Address
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3, Temasek Avenue, #14-00, Centennial Tower,
S’pore 039190
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Beneficiary
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Phillip Securities Pte Ltd – Trust account
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Account no
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0-700104-109 0-700104-109
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Swift Code (TT)
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CITISGSG
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USD
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Bank name
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Standard Chartered Bank Singapore
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Address
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6 Battery Road, #10-05 Singapore 049909
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Beneficiary
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Phillip Securities Pte Ltd – Trust account
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Account no
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017-402-5599 017-402-5599
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Swift Code
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SCBLSGSG
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HKD
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Bank name
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Standard Chartered Bank Singapore
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Address
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6 Battery Road, #10-05 Singapore 049909
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Beneficiary
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Phillip Securities Pte Ltd – Trust account
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Account no
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017-404-0431 017-404-0431
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Swift Code
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SCBLSGSG
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MYR
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Bank name
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Maybank
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Address
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Kuala Lumpur
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Beneficiary
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Phillip Securities Pte Ltd – Trust account
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Account no
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514-011-392-951
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Swift Code
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JPY
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Bank name
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HSBC
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Address
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21 Collyer Quay HSBC Building Singapore 049320
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Beneficiary
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Phillip Securities Pte Ltd - Trust
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Account no
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260-283775-178
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Swift Code
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HSBCSGSG
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AUD
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Bank name
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Citibank N.A Singapore
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Address
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23 Church Street, #01-01 Singapore 049481
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Beneficiary
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Phillip Securities Pte Ltd - Trust
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Account no
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0-700104-079 0-700104-079
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Swift Code
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CITISGSG
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GBP
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Bank name
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Standard Chartered Bank, Singapore
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Current A/c
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Address
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6 Battery Road, #10-05 Singapore 049909
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Beneficiary
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Phillip Securities Pte Ltd
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Account no
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0174025602
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Swift Code
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SCBLSGSG
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For AUD & GBP – Please contact us after performing the TT which allows us to track the incoming funds.
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| Offline Application
You may also visit any of our Phillip Investor Centre to open Cash Management Account. Click here to find out the locations and operation hours of each branch. Please click here to find out the list of required documents.
For applicant residing outside Singapore
For applicant residing outside Singapore, we require the application forms to be witnessed by a Notary Public or Commissioner of Oaths. Please also submit a photocopy of the valid passports (with at least 6 months validity), a declaration by the concerned Notary Public or Commissioner of Oaths as well as the mentioned deposit.
Note:
Phillip Securities Pte Ltd reserves the right to perform additional verification or request for additional documents for the purpose of due diligence. Account will only be activated after approval of your application.
Once your application is approved, you will receive your account number and pin mailer separately by mail. With this, you are ready for investments!
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