RHB TradeSmart: Forms for account opening and updating your account

Description	Download
ACCOUNT OPENING FORM (CONVENTIONAL/ISLAMIC) - EQUITIES / FUTURES Instructions for Completing the Account Opening Form: Print out this form For Individual, fill in all relevant sections from A to H and "Declaration, Acknowledgement And Authorisation" For Non Individual, fill in all relevant sections from A to K Prepare the supporting documents required by referring to "Important Documents Required (General)" Once done, bring it to the nearest branch or the branch that you have applied to open your account View the Terms and Conditions for Equities , Terms and Conditions for Futures and Terms and Conditions for Islamic for account opening here. Open a trading account via our RHB TradeSmart Mobile App. It only takes few minutes, anytime and anywhere.	Individual Non Individual
FOREIGN MARKET LIVE FEED SUBSCRIPTION You may subscribe to real-time market data for Foreign Exchanges (NYSE, NYSE American, NASDAQ, HKEX and SGX). Do note that by default all clients will continue to enjoy the delayed market data. You may download the subscription form, fill it in, and submit your application to your Dealer's Representative or nearest branch.
UPDATING OF CLIENT PARTICULAR If you’re an existing customer and wish to update your mailing address or contact details, please download the form below and submit it to your dealer or remisier upon completion.
ELECTRONIC SHARE PAYMENT (ESP) FORM Electronic Share Payment ("ESP") is an optional service offered by the bank ("RHB") to its equities trading clients, which allows direct debiting of payment from client’s designated bank account. To apply for this service, please follow these steps: Print the PDF copy of this form. Complete the form and submit through your dealer or remisier.
SETTLEMENT ON BEHALF - THIRD PARTY'S DEPOSIT Complete the following forms if the payer details differ from the recipient of the funds with RHB Investment Bank Berhad. For example, Customer A issues a payment for settlement on behalf of Customer B. If this is a continuous arrangement between Customer A and B, please download and fill in this form which must be witnessed by your Dealer's Representative / Futures Broker.
If this is an ad-hoc arrangement between Customer A and B, please download and fill in this form
Auto Debit / Credit Facility Auto Debit/Credit Facility is an optional service offered by the bank to its equities trading clients who have a current account / savings account with RHB Bank. This facility allows for automated payments from and proceeds into your designated RHB Bank account. It can also be used for your foreign shares trades that are settled in MYR. To apply for this service, please follow these steps: Print the PDF copy of this form. Complete the form and submit together with a photocopy of RHB Bank account statement / bank passbook your Dealer’s Representative/Remisier.
W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) If you are a non-US citizen owning US stocks, you are required to fill in this form. The purpose of this form is to indicate to the relevant authorities that you are a foreigner and is not subject to standard taxation laws governing US citizens.

ACCOUNT OPENING FORM (CONVENTIONAL/ISLAMIC) - EQUITIES / FUTURES

Instructions for Completing the Account Opening Form:

Print out this form
For Individual, fill in all relevant sections from A to H and "Declaration, Acknowledgement And Authorisation"
For Non Individual, fill in all relevant sections from A to K
Prepare the supporting documents required by referring to "Important Documents Required (General)"
Once done, bring it to the nearest branch or the branch that you have applied to open your account

View the Terms and Conditions for Equities , Terms and Conditions for Futures and Terms and Conditions for Islamic for account opening here.

Open a trading account via our RHB TradeSmart Mobile App. It only takes few minutes, anytime and anywhere.

Individual

Non Individual

FOREIGN MARKET LIVE FEED SUBSCRIPTION

You may subscribe to real-time market data for Foreign Exchanges (NYSE, NYSE American, NASDAQ, HKEX and SGX). Do note that by default all clients will continue to enjoy the delayed market data.

You may download the subscription form, fill it in, and submit your application to your Dealer's Representative or nearest branch.

UPDATING OF CLIENT PARTICULAR

If you’re an existing customer and wish to update your mailing address or contact details, please download the form below and submit it to your dealer or remisier upon completion.

ELECTRONIC SHARE PAYMENT (ESP) FORM

Electronic Share Payment ("ESP") is an optional service offered by the bank ("RHB") to its equities trading clients, which allows direct debiting of payment from client’s designated bank account.

To apply for this service, please follow these steps:

Print the PDF copy of this form.
Complete the form and submit through your dealer or remisier.

SETTLEMENT ON BEHALF - THIRD PARTY'S DEPOSIT

Complete the following forms if the payer details differ from the recipient of the funds with RHB Investment Bank Berhad. For example, Customer A issues a payment for settlement on behalf of Customer B.

If this is a continuous arrangement between Customer A and B, please download and fill in this form which must be witnessed by your Dealer's Representative / Futures Broker.

If this is an ad-hoc arrangement between Customer A and B, please download and fill in this form

Auto Debit / Credit Facility

Auto Debit/Credit Facility is an optional service offered by the bank to its equities trading clients who have a current account / savings account with RHB Bank. This facility allows for automated payments from and proceeds into your designated RHB Bank account. It can also be used for your foreign shares trades that are settled in MYR.

To apply for this service, please follow these steps:

Print the PDF copy of this form.
Complete the form and submit together with a photocopy of RHB Bank account statement / bank passbook your Dealer’s Representative/Remisier.

W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

If you are a non-US citizen owning US stocks, you are required to fill in this form. The purpose of this form is to indicate to the relevant authorities that you are a foreigner and is not subject to standard taxation laws governing US citizens.

DOWNLOAD FORMS