Account Opening | dollarDEX Account Opening | dollarDEX

Account opening

Open an account

Opening an account is simple with dollarDEX. Just follow these simple steps:

1
Fill in the online form below, print it and sign
2
Upload all supporting documents required as per the Account opening checklist below and send the signed form back to us
3
Once your account has been approved you can start investing

Account opening checklist

For Singaporean/PR:

Photocopy of NRIC for Singaporean or Singapore permanent resident

For Foreigner:

Photocopy of passport for foreigner and photocopy of valid Work/Employment permit; and
Photocopy of recent document evidencing proof of address

  1. 1

    Personal

    information

  2. 2

    Additional

    information

  3. 3

    Summary

  4. 4

    Confirmation

Account profile

Account type
Sign in ID
For new users only or creating a new Sign in ID. Must be between 8 and 30 characters long and combination of only letters (a-z), numbers (0-9), period (.), underscore (_) or at sign (@). From now on, this will be your sign in ID. Please choose something memorable, such as your NRIC, your email address, or your name.
If you are returning users please click here to sign in.
Password:
Re-type password:

About you

Salutation
Surname:
*
As in NRIC or passport.
Given name:
How do you like to be addressed ?
Gender
Date of birth:
*
If you’re younger than 18 years old, you have to be a joint applicant instead.
Country of birth
Residence status:
Nationality:
*
We are unable to accept applications from US persons.
NRIC or passport:
Race:
Marital status:
Are you proficient in spoken or written english ?
Are you educated to at least GCE 'O' level or 'N' level certifications, or equivalent academic qualifications?

Your residential address and contact details

Country

Postal code
Blk/House no.
Unit no.
Street name
Building name
Is this your mailing address ?
Mobile number:
Email:
Investment goal:
Continue






  1. 1

    Personal

    information

  2. 2

    Additional

    information

  3. 3

    Summary

  4. 4

    Confirmation

About your occupation

Employment status:
Nature of business of employer:
Occupation:
If in full time education or unemployed or retired skip this.
Name of employer:
If retired or unemployed skip this. If self-employed, fill name of the company, not your own name. If student, fill name of school. You agree that we may contact your employer if required to verify your identity.

Employer address

Postal code
Blk/House no.
Unit no.
Street name
Building name
Annual income (S$):

CRS self certification for main applicant

Are you a tax resident in Singapore?
Are you a tax resident of other jurisdictions?

Important declaration

Are you a citizen of or do you have a mailing address in any other country apart from Singapore?
Foreign Account Tax Compliance Act (FATCA):
Do you have one or more U.S. Indicia*?
*
U.S. Resident / Citizen / Place of Birth / Taxpayer ID number / Mailing or Residential Address / Contact Number
Politically Exposed Person (PEP):
Are you or any immediate family member or Beneficial Owner previously or currently entrusted with prominent public functions* in Singapore or a foreign country; or a close associate** of one who is/was entrusted with prominent public functions in Singapore or a foreign country?
*
Prominent public functions includes the roles held by a head of state, a head of government, government ministers, senior civil or public servants, senior judicial or military officials, senior executives of state owned corporations, senior political party officials, members of the legislature and senior management of international organisations.
**
Close associate means a natural person who is closely connected to a politically exposed person, either socially or professionally
Are you the beneficial owner ?
Beneficial Owner means the natural person who ultimately owns or controls a customer or the person on whose behalf a transaction is being conducted. For the avoidance of doubt, completion of this section is not a nomination of beneficiary (ies) under your Account.

Redemption bank account

Cash redemption account:
You must have a recognised bank account to open an account with dollarDEX.
  1. Your redemption proceeds and cash dividend payout (if any) from this plan(s) will be credited into your nominated bank account.
  2. Please attach the proof of bank account with the display of account number and account holder's name i.e. bank statement or internet banking print screen.
  3. 3rd Party payment is not allowed.
Note we cannot debit money from this account unless you complete a separate GIRO form.

Name of bank:

Name of bank located in Singapore where you have an account
Name of bank account holder:

Must be you or joint holder
Name of bank account joint holder:
(If any):

Leave this blank if this is single bank account. Must be you or joint holder.
Bank account number:

Account must be located in Singapore. Enter valid account number to avoid delaying your application.
How you would like to receive the form for signing:
Bankruptcy declaration:
CRS declaration:
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