How to Join as Investor?

Please follow the instructions to open an investment account with us

Step 1: Select Account Type

Cash Account

For Singapore Citizen, please use your Singpass MyInfo

For Non-Singapore Citizen, please use Manual Form & proceed to Step 2

click here For Cash Account

SRS Account

Cash Account

If you are funding with the Supplementary Retirement Scheme, please use your Singpass MyInfo

click here for SRS account

Application Guide

Choose "Model Portfolio"

Select "Phillip Managed Account 208"

Step 2: For Non-Singpass Applications

Client Suitability Assessment

Please download and complete Form Number 1 to 4 in the link below

and send it back to petetanpy@phillip.com.sg

Start here

Step 3: Account Funding

Congratulations

The back office is processing your application.

Once the account is set up, you will receive an email with the funding instructions.

Please refer to the link below for the various funding methods

Click here for Funding methods

That's it! Your account application is underway.

Please contact petetanpy@phillip.com.sg

if you encounter any issues with the application.

Contact Us

Invest with Pete

Always wanted professional help with your investment? Get in touch with us to get started!

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment

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