Basic Trading Account

Required for all:

• Application form (individual) or
• Application form (joint)

Optional Forms

• For trading in the US Market: W8BEN form
• For trading Specified Investment Products (SIPs): Customer Account Review (CAR) declaration
• For applicants age 20 and below: Appropriateness assessment questionnaire and risk disclosure statement

Provide a copy of your identification:

For Singaporeans and Permanent Residents:

• NRIC/SAF/SPF ID and Passport

For Malaysians:

• IC and Singapore Residence Pass (e.g. Employment pass) if applicable

For Foreigners:

• Valid Passport and Singapore Residence Pass (e.g. Employment pass) if applicable

Bring your original ID, the photocopy and our account application form to any of the below authorised parties to witness your signature on the form and certify true copy of your ID:

• Notary Public
• Advocates & Solicitors
• Singapore Embassy

The witnessing officer should provide his/her name and contact details.

Provide us with the original or electronic copy of any of the following documents reflecting your name and address:

• Bank statement from a Monetary Authority of Singapore (MAS) licensed bank
• Latest CPF statement
• Latest Notice of tax assessment from IRAS

Note: Document(s) must be dated no older than 3 months from date of application. If your mailing address is different from your residential address, please provide one document for each address.

Mail it to us

OCBC Securities Private Limited
18 Church Street #01-00,
OCBC Centre South,
Singapore 049479