Online Account Opening [Phillip Capital]

Let’s Get Started

For The Best Experience, View The Guideline Using A Desktop Or Tablet Browser

Step 1: Access to https://oao.phillip.com.my/

Step 2: Under Remisier Code type ZQF

Step 3: Click Register Now

OR

Just click https://oao.phillip.com.my/?aetag=ZQF

Stage 1

1.0 Individual Account Registration

  • Online account opening is only for individual.
  • Phillip Capital does not offer joint accounts.
  • For corporate account, please contact Leo.

1.1 Type Of Product

  • Choose either Futures, Securities or both.

1.2 Save Draft

  • To save a draft, you must first validate your email in the next section.
  • Once saved, you can revisit and edit your draft later.
  • Please check your registered email (Inbox/Junk) to retrieve the draft link.

1.3.1 Declaration To Open Futures Account Only

  • Please read and select all the checkboxes to proceed with account registration.

1.3.2 Declaration To Open Securities Account Only Or Both Securities And Futures Accounts

  • Please read and select all the checkboxes to proceed with account registration.

Stage 2

Important Notes

2.1 Name (As per NRIC/Passport)

  • No short forms. Enter your full name exactly as per IC/Passport.

2.2 Form Of Identification

  • For Malaysian, selecting MYKAD is compulsory.

2.3 Date Of Birth

  • The applicant must be at least 18 years old to proceed with account registration.
  • Input format DD/MM/YYYY.

Important Notes

2.4 Residential Address (As per NRIC)

  • Exact address written on your NRIC.

2.5 Correspondence Address

  • A correspondence address is where you prefer to receive mail.
  • If different from your residential address, provide proof like a utility bill or bank statement.

2.7 Mobile

  • When filling in the Contact Mobile with the country code for Malaysia:
  1. +60 (the country code for Malaysia).
  2. Then enter your mobile number without the starting 0.
  • For example, if your mobile number is 01X XXX XXXX, you would enter it as +60 1X XXX XXXX.

Important Notes

2.6 Email (Validation Required)

  • The provided email will be one of the primary contact channels for Phillip Capital.
  • Kindly follow the steps below to validate your email.
    1. Enter your Email.
    2. Click Send Code.
    3. Check email (Inbox/Junk) and copy the Validation Code.
    4. Paste Code back to registration page and click Validate.
    5. Done if VALIDATED (green color) is displayed.

Stage 3

3.0 eKYC Verification

  • Please use your mobile to scan the QR code and proceed with the CTOS eKYC verification.
  • Kindly complete before the deadline.

3.1 Session Expired

  • If expired, please contact Leo for a new QR code.

If the QR code is scanned successfully, the image will appear.

3.2 Check Your Details

  • Check Your Name and IC Number.
  • If the input information is incorrect, do not proceed and contact Leo.
  • Read and select the checkbox to proceed with ekYC verification.

3.3 Permission For Camera

  • Click Yes, Continue.

3.4 Guideline Taking Photo IC

  • Click Get Started when you are ready.

3.5 Upload Front NRIC

  • Click the camera icon.

3.6 Upload Back NRIC

  • Click the camera icon.

3.7 Record Few Seconds Selfie

  • Fit into the frame.
  • Do not use flash.
  • Remember to smile and blink eye during recording.

3.8 Verification Completed

  • You may wait 7 seconds to redirect or just click the link.

Stage 4

Important Notes

Employment Details

4.0 Occupation

  • For retirees, providing previous employment details is compulsory.
  • For homemakers or those seeking employment, previous employment details are optional.
  • For students, provide details of your University/College.

4.1 Registration Number (Own Business)

  • For self-employed or business person, provide new 12-digit business registration number format.

4.2 Number Of Years In Employment/Business

  • How long you have been working in current job or running a current business.

Stage 5

5.0 Particulars Of Spouse Or Next Of Kin

  • This is for emergency contact purposes only and not for will designation.

5.1 Relationship With Applicant

  • Provide details of your closest relative in this order:
    1. Spouse (if married)
    2. Children (if any)
    3. Parent (if unmarried or no children)
    4. Sibling (if no spouse, children, or parents)

5.2 Mobile

  • When filling in the Contact Mobile with the country code for Malaysia:
  1. +60 (the country code for Malaysia).
  2. Then enter your mobile number without the starting 0.
  • For example, if your mobile number is 01X XXX XXXX, you would enter it as +60 1X XXX XXXX.

Stage 6

Important Notes

6.0 Source Of Fund

You can select more than one answer.

  • Employment
  • Business
  • Investment Returns
  • Savings/Inheritance
  • EPF
  • Other

6.1 Annual Income

Select one from the given choices.

  • Below RM25,000
  • RM25,001 – RM50,000
  • RM50,001 – RM100,000
  • RM100,001 – RM300,000
  • Above RM300,000

6.2 Estimated Net Worth

Select one from the given choices.

  • Below RM100,000
  • RM100,001 – RM500,000
  • RM500,001 – RM1,00,000
  • RM1,000,001 – RM3,000,000
  • Above RM3,000,000

Stage 7

Important Notes

7.0 Particulars Of Related Or Connected Persons Or Accounts

  • Read and select YES or NO for all questions.
  • If you select YES, you will be required to enter some details.

7.1 Are You A Director Of Any Listed Corporation, Wherever Incorporated?

If you select YES, please provide the following details:

  • Company Name
  • Designation
  • Shareholding %
  • Country

Stage 8

8.0 Declaration Of Politically Exposed Person (PEP) Status

If you are a Politically Exposed Person (PEP) or have a close relationship with a PEP, you may need to provide additional details.

  • Name
  • Country
  • Positions & Designation
  • Is the PEP Still Holding the Position? (Yes/No)
  • Relationship with PEP

Stage 9

What is Domestic Borrowing?

Under BNM regulations, having one loan or credit facility from a Malaysian financial institution or qualifying domestic source qualifies as domestic borrowing.

✔️ Loan, financing, or credit facility from a Malaysian financial institution
✔️ Corporate bonds or sukuk
✔️ Trade credit (above six months)
✔️ Leasing or factoring arrangements

9.0 Domestic Credit Facility
You need to select your domestic credit facility status based on your situation:

(a) Malaysian Resident With Domestic Borrowing

  • You have loans or credit facilities in Malaysia.
  • If you have domestic borrowing, you can invest up to RM1 million per calendar year in foreign assets. Beyond this limit, BNM approval is required.

(b) Malaysia Resident Without Domestic Borrowing

  • You do not have any loans or credit facilities in Malaysia.
  • No limit on foreign investments.

(c) Not Malaysian Resident

  • Not subject to these restrictions.

If your situation changes, you must update Phillip Capital immediately.

Stage 10

Important Notes

10.0 Tax Identification Number (TIN)

  • Insert N/A if the applicant does not have a Tax ID Number.

Stage 11

11.0 Consent For Cross-Selling Information

  • Select YES or NO.
  • If you select NO, please select a reason.

Stage 12

Personal Data Notice

  • Read and tick the checkbox.

Stage 13

13.0 Upload Documents

  • We recommend uploading your latest 1 month Bank Statement under Additional Files. This will help facilitate all withdrawals.

13.1 Signature

  • Please ensure your signature remains consistent, as it will be required for withdrawals and updating personal information.
  • Phillip Capital strictly verifies signatures, and any slight variation may result in rejection.

Draw Or Capture/Upload Your Signature

13.1.1 Draw Signature

  • If you prefer to draw your signature, scan the QR code to sign on your device.
  • Please ensure your signature remains consistent, as it will be required for withdrawals and updating personal information.
  • Phillip Capital strictly verifies signatures, and any slight variation may result in rejection.

13.1.2 Capture/Upload Signature

  • We recommend drawing your signature on a blank paper, then taking a photo and uploading it. This helps ensure a more consistent signature compared to signing on a device.

Stage 14

14.0 Summary

  • We recommend double-checking all your information.

14.1 Modify

  • Any changes can be made by clicking Modify.

14.2 Terms & Conditions

  • Read and tick the checkbox.

14.3 FPX & Banking Particulars

  • Your first injection bank details will be the registered bank account with us.

14.3.1 Amount

14.3.2 Bank Account Number

  • All withdrawals can only be made to the bank account registered with us.

Stage 15

You will be redirected to your bank portal for the transaction.

After completing the transaction, a SUCCESSFUL message will be displayed.

Double-checking the information and click NEXT.

You have successfully completed the process.

Congratulations!