How to Join as Investor?
Please follow the instructions to open an investment account with us
Step 1: Select Account Type
Cash Account
Cash Account
Cash Account
For Singapore Citizen, please use your Singpass MyInfo
For Non-Singapore Citizen, please use Manual Form & proceed to Step 2
SRS Account
Cash Account
Cash Account
If you are funding with the Supplementary Retirement Scheme, please use your Singpass MyInfo
Application Guide
Choose "Model Portfolio"
Select "Phillip Managed Account 208"
Select "Phillip Managed Account 208"
Select "Phillip Managed Account 208"
Select "Phillip Managed Account 208"
Select "Phillip Managed Account 208"
Step 2: For Non-Singapore Citizen Only
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
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
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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