Why UTRADE?   Products & Services   Tools   Research   Education   Investor Centres   Getting Started   Help

All the answers you seek. And more.

FAQ Get Started Login & Security Troubleshooting Trading Advanced Orders
Prohibited Conduct Corporate Action Fees & Settlement E-Statements UTRADE CFD Diamond Trading
UTRADE Rewards UTRADE Edge UTRADE Plus YieldMax Value-Added Services Forms
User Guides          
 
  Account Opening
 

1. Application for Opening of Securities Trading Account (Individual)
2. Application for Opening of Securities Trading Account (Joint)

3. Application for Opening of Securities Trading Account (Corporate)
4. Board of Directors' Resolution (Cash Trading)
5. Application for Opening of Securities Account - CDP (Individual)
6. Application for Opening of Securities Account - CDP (Joint)

7. CDP Account Linkage/Revocation

8. Online Trading Facility Activation (Existing Individual Client)
9. Online Trading Facility Activation (Existing Corporate Client)
10. Customer Account Review (CAR) / Customer Knowledge Assessment (CKA) (For trading Specified Investment Products "SIPs")
11. Declaration of Accredited / Expert / Institutional Investor Status

12. Guide and Cautionary Notes
13. Risk Disclosure Statements
14. Client Investment Profile Questionnaire
15. Standing Authorisation for Trust Account
16. CRS - Individual Tax Residency Self-Certification Form
17. CRS - Entity Tax Residency Self-Certification Form
18. CRS - Controlling Person Tax Residency Self-Certification Form
19. W-9 (For US tax resident)
20. W-8BEN (For non-US tax resident - Individual)
21. W-8BEN-E (For non-US tax resident - Corporate)
22. Master Trading Agreement

  Online Trading UserID/Password Reissuance
 

23. Reissue of UserID/Password (For existing client)

  Payment
 

24. Electronic Payment For Shares (EPS)
25. Direct Debit Authorisation (DDA) via UOB
26. GIRO via DBS
27. GIRO via OCBC

  Update of Particulars
 

28. Update of Personal Particulars
29. CDP Service Application and Update (Direct Crediting, Internet, Phone)

  UTRADE Services
 

30. Request to Link Multiple Online Accounts (For individual accounts opened before 1 May 2018)
31. Subscription Services
32. Transfer of Foreign Shares to/from UOBKH
33. Depository Agent Sub-Account Application
34. Request to Opt Out from Electronic Statements (Monthly Statements and Contracts)



About Us | Careers | Contact Us | Feedback | Other UOB Kay Hian Sites | UOB Group Service | Sitemap Follow us on

Whilst care and effort has been taken to ensure the accuracy of the information provided herein, UOB Kay Hian Pte Ltd does not warrant the information expressed or implied is absolutely true, correct, timely or fit for any particular purpose or use. We are not liable for any loss or damage arising from the use of this information. Use of this site may involve the electronic transmission of personal financial information. Using this site is consent to such transmission of this information; such consent is effective at all times when using this site. UOB Kay Hian Pte Ltd utilizes 128-bit browser encryption as a security standard. Usage of UOB Kay Hian Internet Trading constitutes agreement of the Terms and Conditions Governing Internet Trading. Please read it carefully before you invest. Certain information displayed on this site are links from public domain sites; if we have in any way violated any copyrights and other proprietary rights, kindly inform us immediately and we will remove the indicated content from this web-site.

This site is not directed at residents of the United States and countries belonging to the European Economic Area and is not intended for distribution to, or use by any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.

Terms & Conditions | Privacy Policy | Copyright ©2012, UOB Kay Hian Pte Ltd. All rights reserved. Company Registration Number 197000447W