Corporate Investment Account Registration
To apply for a corporate account, you may download the application form here.
You can also call our hotlines at 03 - 2149 0567 or 04 - 2260 226 (northern region) if you would like this form to be mailed to you.
(a) To open an investment account as a company incorporated in Malaysia, please provide the following:
- Completed Corporate Account Opening Form
- Original Board of Directors Resolution, or Circular Resolution, or an Extract of Board Resolution for application and usage of investment account
- Represented on company letterhead
- Specimen signatures of the representative(s) authorized to operate the investment account
- Certified true copy of Form 9 – Certificate of incorporation (Usually inserted in the first page of M&A)
- Certified true copy of Form 24 – Allotment of shares
- Certified True copy of Form 49 – Return Giving Particulars in Register of Directors, Managers and Secretaries, and Changes of Particulars
- Certified true copy of Memorandum & Articles of Association
- Certified true copies of NRIC/MyKad; or Passport* of the following persons:
- All representatives authorized to operate the investment account
- All Directors
- All substantial1 shareholders
*(For Passport copy submissions, it must include supporting document to verify address on account opening form. It would include bank statement, telephone bills, EPF Statement and income tax statement)
Note: All the above documents must be certified true copies# by a director of the company or a Company Secretary and include a date of which the documents were certified.
(b) To open an investment account as a company incorporated in countries other than Malaysia, please provide the following:
- Corporate Account Opening Form.
- Original Board of Directors Resolution, or Circular Resolution, or an Extract of Board Resolution for application and usage of investment account
- Represented on company letterhead
- Specimen signatures of the representative(s) authorized to operate the investment account
- Certified true copy of Certificate of Incorporation
- Please include certificate of Incorporation on Change of Name (if applicable)
- Certified true copy of Memorandum & Articles of Association
- Certified true copies of NRIC/MyKad; or Passport* of the following persons:
- All representatives authorized to operate the investment account
- All Directors
- All substantial1 shareholders
*(For Passport copy submissions, it must include supporting document to verify address on account opening form. It would include bank statement, telephone bills, EPF Statement and income tax statement)
For companies incorporated in tax haven countries like British Virgin Islands, Samoa, Cayman Islands etc., the following additional documents must be submitted:
- Certified true copy of Certificate of Good Standing by the Registrar of Companies (of the country of incorporation)
- Certified true copy of Certificate of Incumbency by the Registered Agent4
Note: All the above documents must be certified true copies# by a Notary Public2 or lawyer.
(c) To open an investment account as an unincorporated (i.e. Sole proprietorships, partnerships, clubs, societies and charities), please provide the following:
- Corporate Account Opening Form
- Borang A, Borang B and Borang D (for Sole Proprietorships/partnerships) or Certificate of Registration (for clubs, societies and charities), as appropriate
- A resolution of the entity’s decision making body, authorising the named person(s) to act on behalf of the customer (for partnerships, authorized by all partners to act on their behalf)
- Certified true copy of Constitutional documents
- Certified true copies of NRIC/MyKad; or Passport* of the following persons:
- All representatives authorized to operate the investment account
- All partners or persons having executive authority to give instructions
- All beneficial owners3 (if any)
*(For Passport copy submissions, it must include supporting document to verify address on account opening form. It would include bank statement, telephone bills, EPF Statement and income tax statement)
Note: All the above documents must be certified true copies# by the sole proprietor, partner or person from the entity’s decision making authority/relevant authorities. If the entity is set up outside Malaysia, certification is done by a Notary Public2 or lawyer.
(d) To open an investment account as a trust, please provide the following:
- Corporate Account Opening Form
- Certified true copy of Trust Deed
- Certified true copies of NRIC/MyKad; or Passport* of the following persons:
- All representatives authorized to operate the investment account
- All Trustees
- All beneficial owners3
*(For Passport copy submissions, it must include supporting document to verify address on account opening form. It would include bank statement, telephone bills, EPF Statement and income tax statement)
Note: All the above documents must be certified true copies# by the trustee. If the trust is set up outside Malaysia, certification is done by a Notary Public2 or lawyer.
1 Shareholding of 5% or more.
2 Notary public is a legal and admin office to attest deeds, witness certain documents, administer oaths etc.
3 Beneficial owner means any individual who has a level of control over, or entitlement to, the funds or assets in the account that, as a practical matter, enables the individual, directly or indirectly, to control, manage or direct the account.
4 Certificate of Incumbency issued by the Registered Agent and contains the following information: name of the company; date of incorporation/formation; corporate registration number; authorised capital and issued capital (for corporate); registered agent and registered office; directors/managers of the company; and officers of the company (if requested).
# Certified true copy stamp and signature on first page, company stamp/chop on all subsequent pages.
The corporate investment account will be created once we process the necessary documentation. An e-mail will be sent to you once your corporate account is ready.
You will need a login ID and password to access your account. By default, your login ID will be the company's Registration Number. You will receive the initial password by mail within a week after receiving our confirmation e-mail .
