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Margin Financing Account Application for Individuals

(i) Maybank Investment Bank Branch

To open a trading account with Maybank Investment Bank, please fill in the required form and submit it together with the required documents to the nearest Maybank Investment Bank branch.

Required Form:

Required Documents:

  • Two photocopies of NRIC / passport
  • A copy of the latest annual income statement or latest 3 months salary slip
  • Latest 3 months bank statements*

* Please ensure your bank account number is shown in the bank statement.

(ii) Maybank Equities Investment Centre

To open a trading account with a Maybank Equities Investment Centre, please fill in the required form and submit it together with the required documents to the nearest Equities Investment Centre

Required Forms:

Required Documents:

  • Two photocopies of NRIC / passport.
  • A copy of the latest annual income statement or latest 3 months salary slip
  • Latest 3 months bank statements or latest EPF / Form B / Form EA
  • Additional documents for directors of company: account statement, form 49
  • Additional documents for sole proprietorship: business registration form from CCM, bank statement for the past 6 months.
Margin Financing Account Application for Corporates

(i) Maybank Investment Bank Branch

To open a trading account with Maybank Investment Bank, please fill in the required form and submit it together with the required documents to the nearest Maybank Investment Bank branch.

Required Form:

* Please complete the corporate section only.

Required Documents:

  • Photocopies of IC of all directors & authorised personnel
  • Board’s Resolution
  • Memorandum & Articles of Association
  • Form 9, Form 24, Form 44 & Form 49
  • Latest audited company's account statement

* Please contact the nearest Maybank Investment Bank branch for more details.

(ii) Maybank Equities Investment Centre

To open a trading account with a Maybank Equities Investment Centre, please fill in the required forms and submit them together with the required documents to the nearest Maybank Equities Investment Centre.

Required Forms:

  • Required Documents:
  • Two photocopies of director/guarantor's NRIC / passport.
  • Latest 6 months bank statements
  • Latest 2 years audited company's account statement
  • Latest Form B
  • Board’s Resolution
  • Memorandum & Articles of Association
  • Brief write-up on the company and the director/guarantor's profile
Application To Increase Margin Financing Limit

(i) Maybank Investment Bank Branch

To apply for an increase in Margin Financing limit at a Maybank Investment Bank branch, please fill in the required form and submit it together with the required documents at the nearest Maybank Investment Bank branch.

Individuals

Required Form:

Required Documents:

  • Two photocopies of NRIC / passport
  • A copy of the latest annual income statement or latest 3 months salary slip
  • Latest 3 months bank statements*

* Please ensure your bank account number is shown in the bank statement.

Corporate

* Please contact the nearest Maybank Investment Bank branch for more details

(ii) Maybank Equities Investment Centre

Individuals

Required Form:

Required Documents:

  • Two photocopies of NRIC / passport
  • A copy of the latest annual income statement or latest 3 months salary slip
  • Latest 3 months bank statements or latest EPF / Form B / Form EA
  • Additional documents for directors of company: account statement, form 49
  • Additional documents for sole proprietorship: business registration form from CCM, bank statement for the past 6 months

Corporate

Required Form:

Required Documents:

  • Two photocopies of director/guarantor's NRIC / passport
  • Latest 6 months bank statements
  • Latest 2 years audited company's account statement
  • Latest Form B
  • Board’s Resolution
  • Memorandum & Articles of Association
  • Brief write-up on the company and the director/guarantor's profile
Cash Account & Non-Margin Application for Individuals

(i) Maybank Investment Bank Branch

To open a trading account with Maybank Investment Bank, please fill in the required form and submit it together with the required documents to the nearest Maybank Investment Bank branch.

Required Form:

Required Documents:

  • Two photocopies of NRIC / passport
  • A copy of the latest annual income statement or latest 3 months salary slip
  • Latest 3 months bank statements*

* Please ensure your bank account number is shown in the bank statement.

(ii) Maybank Equities Investment Centre

To open a trading account with a Maybank Equities Investment Centre, please fill in the required forms and submit them together with the required documents to the nearest Maybank Equities Investment Centre.

Required Form:

Required Documents:

  • Two photocopies of NRIC / passport
  • A copy of the latest annual income statement or latest 3 months salary slip
  • Latest 3 months bank statements
Cash Account & Non-Margin Application for Corporates

(i) Maybank Investment Bank Branch

To open a trading account with Maybank Investment Bank, please fill in the required form and submit it together with the required documents to the nearest Maybank Investment Bank branch.

Required Form:

Required Documents:

  • Photocopies of IC of all directors & authorised personnel
  • Board’s Resolution
  • Memorandum & Articles of Association
  • Form 9, Form 24, Form 44 & Form 49
  • Latest audited company's account statement

* Please contact the nearest Maybank Investment Bank branch for more details.

(ii) Maybank Equities Investment Centre

To open a trading account with a Maybank Equities Investment Centre, please fill in the required forms and submit them together with the required documents to the nearest Maybank Equities Investment Centre.

Required Form:

Required Documents:

  • Photocopies of IC of all directors
  • Board’s Resolution
  • Memorandum & Articles of Association
  • Form 9, Form 24, Form 44 & Form 49
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