Welcome to OCBC Securities

Download forms here to apply for our range of products and services!

You will need Adobe Acrobat Reader to open these forms. If you do not have Acrobat Reader, please click here to download a copy.

Here are some of the forms you may require:

1. Individual / Joint Trading Account | Find out more
   • For 21 Years old and above
   • For Young Investors – 18 – 20 Years Old

    

2. Young Investor Pack (YIP) Account   ^{* Exclusive to OCBC Securities}  | Find out more
   • Students from 21 – 29 Years Old
   • Students from 18 – 20 Years Old

    

3. Share Financing Account | Find out more
4. Securities Borrowing Account | Find out more
5. Extended Settlement Contracts | Find out more
6. OCBC CPF Investment Account
7. OCBC SRS Account

Please call us at 1800-338 8688 or (65) 63388688 for more details to open the following accounts :

• Forex Trading Account
• Futures Trading Account
• Corporate Trading Account

Read more about our OCBC Securities Standard Trading Terms & Conditions

At OCBC Securities, we know that time is money. And nowhere is this more true than in share trading. Instead of spending days waiting, your application-processing time can be shortened to just 1 hour*. So make the most of every opportunity and start trading right away!

• FAQ on 1 Hour Trade Service
• *Terms and Conditions for 1 Hour Trade service .

Applicable to Securities Trading | Alternative Investments

If you are a Young Investor (between 18 to 20 Years Old)

Please click here for supporting documents required and important notes for Account Opening..

This is an exclusive program specially tailored for students

For students 21 to 29 years old

For students 18 to 20 years old

Please click here for supporting documents required and important notes for Account Opening.

For more enquiries, please contact us at 1800-338 8688 or email us at younginvestor@ocbcsec.com.

 ..

Share Financing | Securities Borrowing

Please click here for supporting documents required and imporant notes for Account Opening.

.

Please click here for supporting documents required and important notes for Account Opening.

Supporting document required (as least one of the following):

- An original and recent mobile/ phone bill
- An original and recent bank statement
- An original and recent income tax assessment
- An original and recent bi-annual CPF statement

Additional supporting document required for Extended Settlement Contracts "ES"

- Risk Disclosure Statement (“RDS”) and Addendum to RDS

Additional supporting document required for Young Investor Pack

- Student Matriculation Card

Note:

a) Supporting documents for CDP opening/Linkage Form are required to be certified by:

•  OCBC Securities Officer; or
•   OCBC Bank Officer (The authorized Bank Officer must affix the Bank’s stamp and indicate his name and employee ID on the document).

b) For client residing outside Singapore, you must have a local bank account (denominated in SGD) in Singapore to facilitate the settlement of trades by electronic mode. Supporting documents for CDP opening/linkage form are required to be certified by the Notary Public, Advocates & Solicitors, Singapore Embassy or Justice of Peace. Please provide name and contact number of the witnessing officer.

c) If you are not a Singapore Citizen or Singapore Permanent Resident, you have to place a minimum deposit of S$2000 with OCBC Securities Pte Ltd. In addition, you must have a local bank account (denominated in SGD) in Singapore to  facilitate the settlement of trades by electronic mode 

Read more about our Terms & Conditions

Mail the completed documents to us at:

OCBC Securities Private Limited

18 Church Street

#01-00 OCBC Centre South

Singapore 049479

Attention: Customer Service Dept

Note:

i) Kindly ensure that your signature is consistent for all forms.

ii) We are unable to accept fax or PDF copy, please mail us the original forms.

Disclaimer

OCBC Securities Private Limited ("OSPL") operates as an "execution-only" broker. Accordingly, OSPL does not provide advice/recommendation on whether the trading of securities and/or a particular investment product is suitable for its clients. The information provided herein is intended for general circulation/discussion purposes only and may not be published or circulated (in whole/in part) without our written consent. It does not take into account the specific investment objectives, financial situation or particular needs (collectively “Objectives”) of any particular person. Please seek advice from a financial adviser regarding the suitability of any investment product taking into account your Objectives before making a commitment to purchase the investment product. If you choose not to seek independent financial advice, please consider whether the product in question is suitable for you. This does not constitute an offer/solicitation to buy/sell/subscribe for investment products or to participate in any particular trading or investment strategy. The proposed transaction (if any) is subject to the final expression of the terms in the definitive agreement/confirmation. No representation or warranty whatsoever in respect of any information provided herein is given by OCBC Securities. OCBC Securities shall not be liable for any loss or damage whatsoever arising directly/indirectly as a result of any person acting on any information provided herein.