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Applications:

• Linkage Form to iOCBC Online Trading
• Corporate Trading Account
• Individual / Joint Trading Account
  • Young Investors - 18 - 20 Years old
  • 21 Years old and above
• Young Investor Pack (YIP) *Exclusive to OCBC Securities
  • 18 - 20 Years Old
  • 21 - 29 Years Old

(a)

If you already have a trading account with OCBC Securities and wish to link your existing account to iOCBC online trading system

Please download, complete and mail the iOCBC form  to us at:

              OCBC Securities Pte Ltd

              18 Church Street

              #01-00 OCBC Centre South

              Singapore 049479

              Attention: Customer Service Dept

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.

(b)

Corporate Trading Account

Please call us at 1800-338 8688 or (65) 63388688 to request for a copy of the forms to be sent to you.

(c)

Individual / Joint Trading Account

You may download, complete and mail the Account Opening forms to us at the above address.

Young Investors - 18-20 years old²:
Besides the account opening form, you are also required to complete these forms for the application:

• Suitability Assessment - To assess suitability and risk capacity for trading
• Risk Disclosure Statement (RDS) - To understand the risk associated with investing or trading securities 

Download Suitability Assessment Form and Risk Disclosure Statement Here.

²Please note that an initial deposit of S$5,000 is required to commence trading. Trading in foreign markets is only available through a Trading Representative. Unless specifically authorized by OCBC Securities, trading in complex products i.e.: Futures, Warrants and opening of leverage accounts are not allowed.

Optional forms to complete (if applicable):

Ø Form 1.3^           For opening of individual CDP Securities Account.  More Details >>>

                                       (Account Number format: 1681-xxxx-xxxx)

Ø Form 1B.1^           Opening of Joint CDP Securities Account.  More Details >>>

                                       (Account Number format: 1681-xxxx-xxxx)

Ø W-8Ben Form    For trading in US market. Its compulsory for all non-US citizens and residents

More information on W-8Ben Form

Note:    Form 1.3^ or Form 1B.1^ and supporting documents are required to be certified by:

(i)            OCBC Securities Officer; or

(ii)           OCBC Bank Officer ; or

                (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;

                Notary Public, Advocates & Solicitors, Singapore Embassy or Justice of Peace

                (Please provide name and contact number of the witnessing officer)

Additional supporting document required (at 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

(d)

Young Investor Pack  *Exclusive to OCBC Securities!

This is an exclusive program specially tailored for students. You can sign up for YIP simply by heading down/mailing in your application with your Student / Matriculation Card to our office at the address below:

              OCBC Securities Pte Ltd

              18 Church Street

              #01-00 OCBC Centre South

              Singapore 049479

              Attention: Customer Service Dept

(i) For students 21 to 29 years old

You will need to download and complete the Individual Trading Account Opening  forms and present the Form in person or by mail to the above address. In addition, if you do not have a Central Depository Direct Securities Account (CDP Account), you are required to complete form CDP 1.3  and approach our friendly Customer Service Officer to certify your application. You can also head down to your nearest OCBC Bank branch or directly to CDP for them to certify your application.

(ii) For students 18 to 20 years old

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

You will need to bring down the following documents with your Student / Matriculation Card:

Other Information

Click on the following for more information on the various account types:

Ø  iOCBC Online Trading Account

Ø  Young Investor Pack (YIP) Account

Ø  Managed Account

Ø  Share Borrowing Account

Ø  Share Financing Account

(i) For applicant residing outside Singapore , we require the application form to be witnessed by the local equivalent of a commissioner for Oaths or Notary Public. In addition, you must have a local bank account (denominated in SGD) in Singapore to facilitate the settlement of trades by electronic mode.

(ii) 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