Open an Account with Us

Welcome to Phillip Futures!

Thank you for your interest in becoming our client.

How to Open an Account

Step 1: Kindly download, complete and sign the Account Opening Form and 2 Sets of Client Agreements

Step 2: Prepare Required Documents (As stated below)

Step 3: Submit the duly completed Account Opening Form, 2 Sets of Client Agreements and Required Documents to us at our main office or any of our Investor Centres.

The requirements for opening an account are as follows:

Individual Client

INDIVIDUAL ACCOUNT DOCUMENTS REQUIRED
Malaysians
  1. Photocopy of NRIC and
  2. Latest Pay Slip/EA Form or Bank Statement
Foreigners
  1. Photocopy of Passport and
  2. Latest Pay Slip/ EA Form or Bank Statement

Corporate Client

CORPORATE ACCOUNT DOCUMENTS REQUIRED
Incorporated in Singapore/MalaysiaOthers
  1. Latest Audited Financial Statements or Annual Report
  2. Certificate of Incorporation/Registration
  3. Memorandum and Articles of Association
  4. Directors’ Resolution
  5. List of Authorised Signatures and List of Authorised Traders
  6. Photocopies of NRIC/Passports of ALL Directors, Authorised Signatories, Authorised Traders and Shareholders

*Note: Additional document(s) may be required for compliance purposes.

Local Participant

INDIVIDUAL ACCOUNT DOCUMENTS REQUIRED
Incorporated in Singapore/Malaysia/Others
  1. Completed Application Form
  2. Two Passport-Sized Colour Photographs
  3. Certified True Copy (CTC) of NRIC/Passport
  4. Copy of Statements of Saving or Deposits
  5. CTC Of The Referral Letters From 2 Referees (which should either be on the employer’s or Company letterhead and should include Designation, Qualification, Address and Contact Numbers)
  6. Local Agreement (3 Sets)
  7. Application Form, Signature Form, and Local User Form
  8. CTC of Academic/Professional Certificates Qualifications (at least Diploma)

*Note: Additional document(s) may be required for compliance purposes.

Should you have any enquiries, please contact Futures Marketing at:
Phone: 03-2630 8788
E- mail: phillipfutures@poems.com.my

For overseas clients, please provide us with the following information and our Marketing Personnel will assist you soonest.

Local Participant (Professional Trader)

A Local Participant (Professional Trader) is a professional derivatives trader who traders for his/her own account. In essence, they are self-employed trader.

local-participant

A local participant can enjoy the following benefits:

Retail Transaction Incentive Program (RTIP)

Bursa Malaysia Derivatives (BMD) will be introducing the Retail Transaction Incentive Program (RTIP) in which to increase trading participation in the retail segment of the Malaysia derivatives market.

Read more: http://www.phillipfutures.com.my/wp-content/uploads/2017/05/RTIP-1.pdf

Associate Participant

Associate Participant jpeg

Read more: http://www.phillipfutures.com.my/wp-content/uploads/2017/05/Associate-Participant.pdf

Should you have any enquiries, please contact:

Mr Tee Guy Eon/Mr Jefferey – 03-2711 0026

Risk Disclaimer:
Trading in any products carry a certain degree of risk and may not be suitable to all investors. You should fully understand the risks involved before you engage in trading these products.

Open an Account

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