These are the 5 simple steps as part of the onboarding process to become an investor:
Step 1: Click here to create your profile.
Step 2: Upload a scanned copy of the following documents for investor application:
- NRIC (if you are a Singapore Citizen)
- NRIC + Passport (if you are a Singapore Permanent Resident)
- Passport + Proof of Residential Address* (if you are a non-Singaporean residing overseas)
- *Proof of Residential Address (not older than 3 months) - utility bill, credit card/bank statement, letter from government bodies or landline telephone bill (do note that mobile bill is not accepted); for non-Singaporeans residing overseas holding an overseas bank account, upload your Bank Statement to serve as your Proof of Residential Address
Step 3: You will receive a verification email from us, click on the link in the email! After which, you can log back into your account and take a quick 2min Suitability Assessment and continue to tell us more about yourself.
Step 4: We will then email a Subscription Agreement the next business day for e-signing. Do check your junk or spam folder too, in case the email has been directed there. E-signing is really easy, just follow the instructions on the agreement.
Note: If you notice that the Subscription Agreement requires any changes or updates to your personal information, do email us with any supporting documents that reflect the needed changes and we will send you an amended version for you to sign.
Step 5: Once the due diligence process by our escrow agency has been completed, transfer a minimum of SGD $500 to our escrow account (account details will be provided on the Deposit page). Remember to upload the transaction receipt, which should show your account number, our escrow account number and the amount transferred.
Note: The requirement to transfer a minimum of SGD $500 only applies for the initial deposit. For subsequent transfers, there is no minimum amount required.
Give us 1 business day to confirm the deposit and activate your account.
When your deposit has been confirmed, you can begin investing!
Tracking your sign-up progress
Throughout this onboarding process, you can check your progress when you log in to our website or app.
In the meantime, download our investor mobile app to invest and monitor your portfolio on the go! Available for Android and iOS users.
Assurance is given to customers and users of internet services that online login access and transactions are adequately protected and authenticated.