Equities Plus Account
Enjoy lower rates by funding your account first
For local application
Apply at a branch with these supporting documents
-
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
Note: Bring the originals of these Identification Documents (ID)
-
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.
For overseas application
Mail in the completed application forms with copies of:
-
Required for all:
- Application form (individual) or Application form (joint)
- Sub-account Application Form (Individual/ 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
For other fees and charges applicable, please refer to our standard commissions and rates.
We reserve the right to revise the fees and charges at any time from time to time, in our sole discretion, without prior notice.
| Description |
Fees and charges (exclude GST of 7%) |
|---|---|
|
Commission for online trades |
0.18% subject to a minimal commission of $181 |
|
Commission for broker-assisted trades and trades in foreign markets |
|
|
CDP quarterly sub-account maintenance fee |
S$15 (with shareholdings) |
|
Foreign shares custody fee |
S$2 per counter per month Invoiced quarterly in arrears subject to maximum of S$200 per quarter (or maximum S$67 per month). Fees may be waived: a) If customers make at least two (2) transactions per month for that particular month. b) If customers make at least six (6) transactions per quarter for the entire quarter c) If the foreign security is being suspended from trading at the point when we are computing the fees |
| Transfer of securities (SGX listed shares) |
CDP charge + additional S$10 handling charge for outward transfer |
|
Cash dividend processing fee (SGX listed shares) |
1% of net dividend (Min S$3 | Max S$50) Cash dividend will be credited to your equities plus account |
|
Rights issue/Bonus issue/Cash offer/Warrants conversion processing fee (SGX listed shares) |
Handling fees: S$10 |
Disclaimer:
1 For SGX listed shares traded in other currencies, S$18 (or US$14, HK$100, AUD$20 for counters traded in these currencies) applies as minimal commission. All transactions are subject to clearing fee and SGX trading access fee.
Index funds with access to a diversified portfolio of securities.
A form of fixed-income securities issued by governments or companies to raise funds from the financial markets.
Short-term investments to buy or sell shares of selected company at a discounted price
Eligibility requirements
Minimum Age
21 years old
Deposit requirements
Initial deposit
Top up desired amount of funds to start trading
Terms and conditions
Disclaimers
Trading in securities can be very risky, and you may lose all or more than the amount invested or deposited. Where necessary, please seek advice from an independent financial adviser regarding the stability of any trade or iinvestment product taking into account your investment objectives, financial situation or particular needs before making a commitment to trade or purchase the investment product. You should consider carefully and exercise caution in making any trading decision whether or not you have received advice from any financial adviser. The availability of this product is subject to, amongst others, the depositing of collateral in the form of acceptable instruments, whether by cash or such securties/instruments permissible under the existing regulations and OSPL's Standard Trading Terms & Conditions, in particular Section B Terms and Conditions Governing Securities Trading, and OSPL Terms and Conditions Governing Equities Plus Account.