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
8. Futures Trading Account | Find out more
9. Leveraged FX Trading Account | Find out more

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

• Futures and Leveraged FX Trading Account (Corporate)
• 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.

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Share Financing | Securities Borrowing

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

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

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

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

Important Notes for Account opening
a) For concurrent opening of a Central depository account, please take note of the following information: 

1. A local bank account number must be provided for applying Direct Crediting Services (DCS)
2. To support your DCS application, a copy of your bank statement (not more than 3 months) or bank passbook or any valid bank document with bank details must be submitted.
3. Foreign applicants’ residential address must follow the address reflected in the bank statement submitted 

b) All forms and supporting documents are required to be certified by any of the following:

• 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)
• Notary Public, Advocates & Solicitors, Singapore Embassy or Justice of Peace. For a list of our approved Solicitors, please contact our Customer service officers. The witnessing officer should provide name, contact number and website address.

c) For Singaporean and PRs, a deposit may be required for the opening of a trading account. This is for the purpose of credit assessment and assignment of trading limit. If you are a foreigner, a minimum deposit of S$2000 will be required to be placed in trust with OCBC Securities Pte Ltd. Having a local bank account will allow easy facilitation of trade settlement via electronic modes.

DISCLAIMER

Trading in securities can be very risky, and the customer may lose all or more than the amount invested or deposited. This is particularly so when the customer needs to i) make his or her own trading decisions and ii) ensure each trade is specifically suitable for him or her – the only basis for any trading through or with OCBC Securities Private Limited (“OSPL”).  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 an independent financial adviser regarding the suitability of any trade or investment product taking into account your Objectives before making a commitment to trade or purchase the investment product. If you choose not to seek independent financial advice, please consider whether the trade or product in question is suitable for you. This does not constitute an offer/solicitation to buy/sell/subscribe for any investment products or to participate in any particular trading or investment strategy. Any proposed transaction is subject to the final expression of the terms in the definitive agreement/confirmation. No representation or warranty whatsoever (including without limitation any representation or warranty as to accuracy, usefulness, adequacy, timeliness or completeness) in respect of any information (including without limitation any statement, figures, opinion, view or estimate) provided herein is given by OSPL and it should not be relied upon as such. OSPL does not undertake an obligation to update the information or to correct any inaccuracy that may become apparent at a later time. All information presented is subject to change without notice. OSPL shall not be responsible or liable for any loss or damage whatsoever arising directly/indirectly howsoever in connection with or as a result of any person acting on any information provided herein.