Please sign and mail the completed original forms to us at:
OCBC Securities Private Limited
18 Church Street#01-00
OCBC Centre South
Singapore 049479
Attention: Customer Service Department
1. Application for iOCBC – Individual/ Corporate
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Purpose
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Form to link an OCBC Securities trading account to the iOCBC online trading platform and gaining access to it.
Download here (Individual Account)!
Download here (Corporate Account)!
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Note:
i) Kindly ensure that your signature is the same as per our records.
ii) We are unable to accept fax copy, do remember to mail us the original form.
2. CDP Application and Linkage Form – Individual/ Joint
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Purpose
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For custodising your shares in CDP. More details available on CDP website .
Download form to open an individual or joint CDP Securities Account here!
Download form to link to your CDP Securities Account!
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Note:
The application form for Opening of Securities Account (Individual/Joint) and supporting documents are required to be certified by:
(i) OCBC Securities Officer; or
(ii) OCBC Bank Officer (The authorized Bank Officer must affix the Bank’s stamp and indicate his name and employee ID on the document)
(iii) For client residing outside Singapore, certification could be done at 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.
3. Application for GIRO Service and Electronic Payment for Shares (EPS)
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Purpose
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Application for GIRO Service to your OCBC Bank account.
Application for Electronic Payment for Shares (EPS)
Download here!
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Note:
For GIRO applications, your signature must be the same as per your record maintained with OCBC bank. For EPS applications, your signature must be the same as per your trading account opening form
4. Update of Particulars
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Purpose
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Updating of the following particulars with OCBC Securities and CDP:
- NRIC/ Passport Number
- Nationality
- PR Status
Download here! (Individual Account)
Download here! (Corporate Account)
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Note:
Upon completion, kindly mail the original form back to us.
- Please note that we are unable to accept fax or email requests. If you are a registered user of CDP Internet Access, you may also update your address and contact information online.
- Your signature must be the same as per CDP’s record.
- You can either visit CDP or our office personally with the original supporting documents or certify your supporting documents at the following: Advocates & Solicitors / Notary Public / Singapore Embassy / Justice of Peace.
5. Declaration Form for Malaysian Residency Status
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Purpose
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Customers who wish to trade in Malaysian shares (Bursa Malaysia) are required to make a one-time declaration on their Malaysian Residency Status to OCBC Securities.
In compliance with Bank Negara Malaysia Foreign Exchange Administration (FEA) Rule, any sale proceeds and contra gains in relation to Malaysia stock holdings held by Malaysia residents are strictly required to be made in Ringgit.
If you wish to receive in foreign currency, you will need to sign and submit a one-time Declaration Form to allow us to act on your future instructions on the conversion of MYR to a foreign currency. Click here for more information
Download here
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6. W-8BEN Form
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Purpose
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Customers who wish to trade in US shares (NYSE, Nasdaq and Amex) are required to complete the W-8Ben Form. Forms submitted is valid for 3 years.
The purpose of W-8BEN Form is for US Inland Revenue Tax Purpose and is compulsory for all non-US citizens and residents. You are not able to trade in the US market if you are a US citizen or a green card holder.
Click here for more information on W-8Ben Form
Download here!
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Note:
Your signature must be the same as per your trading account opening form.
7. Customer Account Review (“CAR”)
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Purpose
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To further safeguard the interests of Singapore retail investors, effective 1 Jan 2012, Monetary Authority of Singapore (MAS) has stipulated that Singapore retail investors who wish to trade in Specified Investment Products “SIPs” are required to complete a “CAR” to enable us to assess if you have the relevant knowledge and experience to understand the risks and features of SIPs. An online version of “CAR” is also available after you have login to the online trading platform. Forms submitted are valid for 3 years.
Download here!
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Note:
Your signature must be the same as per your trading account opening form.
8. Client Investment Profile
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Purpose
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The Client Investment Profile Questionnaire is only applicable to the trading of Specified Investment Products. This questionnaire will help us to understand what type of investor you are, and will enable us to ensure any investment/trading advice we may give you is suitable for you, i.e., the advice matches the risks you are willing and able to take as well as your investment objectives.
Download here!
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Note:
Your signature must be the same as per your trading account opening form.
9. Request for registration of new signature / thumbprint
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Purpose
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To update your signature with both CDP and OCBC Securities
Download here!
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Note:
The form and supporting documents are required to be certified by:
(i) OCBC Securities Officer; or
(ii) OCBC Bank Officer (The authorized Bank Officer must affix the Bank’s stamp and indicate his name and employee ID on the document)
(iii) For client residing outside Singapore, certification could be done at Notary Public, Advocates & Solicitors, Singapore Embassy or Justice of Peace (Please provide name and contact number of the witnessing officer).
10. Declaration for Goods and Services Tax Status
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Purpose
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Declaration for Goods and Services Tax Status
Download here!
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