Branch, mail-in or corporate applications
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For application at a branch
Visit any OCBC bank branch or our OCBC Securities office with these supporting documents:
- Your original identification document(s):
- For Singaporeans and Permanent Residents: Either NRIC or both 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
- The original identification or electronic copy of any of the following documents (no older than 3 months):
- Bank statement from a Monetary Authority of Singapore (MAS) licensed bank
- Latest CPF statement
- Latest Notice of Assessment from IRAS
- For applicants aged 20 and below: Appropriateness assessment questionnaire and risk disclosure statement
Note: If your mailing address is different from your residential address, please provide one document for each address.
- Your original identification document(s):
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For application via mail
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Complete the following form(s):
Required for all:- Application form (individual) or
- Application form (joint)
- For applicants aged 20 and below: Appropriateness assessment questionnaire and risk disclosure statement
Optional forms:
- For trading in the US Market: W8BEN form
- For trading Specified Investment Products (What's this?): Customer Account Review (CAR) declaration
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Prepare your identification document(s):
- For Singaporeans and Permanent Residents: Either NRIC or both 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
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Bring your original identification document, a photocopy and the account application form to one of the following parties so they may witness your signing the form and certify true copy of your ID:
- Notary Public
- Advocates & Solicitors
- Singapore Embassy
Note: The witnessing officer should provide his/her name and contact details.
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Prepare the original identification or electronic copy of any of the following documents (no older than 3 months):
- Bank statement from a Monetary Authority of Singapore (MAS) licensed bank
- Latest CPF statement
- Latest Notice of Assessment from IRAS
Note: If your mailing address is different from your residential address, please provide one document for each address.
Mail all documents to:
OCBC Securities Private Limited
18 Church Street #01-00,
OCBC Centre South,
Singapore 049479
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For corporate application
If you are interested in opening a corporate account, please email your request to askocbcsec@ocbc.com.