Step-by-Step Online Account Opening Guide

Retail Services Malaysia

Presented by: Bazilah Dalila Omar, Central Dealing Team

Date: 7th April 2021

Email: bazilah@cgs-cimb.com
Trading Account Opening @ CGS-CIMB
Step 1
Client to copy the following TR Link onto internet

https://applicationdecisioning.ctos.com.my/portal/1eec138c-df24-498a-8f1a-
f30641e235f2/213f17d3-d18f-4805-93db-cc8fae5e6473

Step 2
Enter Remisier Reference:
PR1M34

Step 3
Thereafter follow through all the steps
for on-boarding
1

STEP 1
Please enter your Remisier Reference Number.
You should get this from your Remisier
2

STEP 2
Take a clear image with the details and upload
the front and back of your IC
 STEP 3
type of broking : tick Islamic
If you choose Securitised for product features
STEP 4
3
tick product : equity share trading
securitised direct

STEP 5
4
tick product features :
securitised,
cross border
day trading
5

STEP 6

7 click next button

click save button if you want to save the page

6 you fill in
save button is available at each pages
 OR : If you choose Trade Beyond

STEP 4
tick product : equity share trading
securitised direct
4

STEP 5
tick product features :
Trade beyond
5
Cross Border

STEP 6
click next button

click save button if you want to save the page

6 you fill in
save button is available at each pages
 EXTRA STEP AFTER CLICK SAVE BUTTON

this message will pop up on your screen. you are

required to create a recovery code and click save.
6 character

after recovery code is created, progress saved

screen will pop up. please input your email address
and/or mobile number and click send.
so the save link will be retrieved either of both
platform

if you wish to continue to fill up your

application, please check a save link in your
registered email / mobile sms.
kindly click the save link and key in 6 digit recovery
code in order to retrieve back your application

note : please remember your 6 digit recovery code

 STEP 7
fill in personal details

NOTE: - * are mandatory fields to be keyed in

NOTE: kindly take note your NAME and NRIC

from your IC image that you uploaded will be
integrated to the Name box and New NRIC box

8
 8
STEP 8
registered address must be as per NRIC

STEP 9
click yes if correspondence address
is same as per NRIC.
click no if correspondence
is different and please provide the details

11 10
STEP 10
fill in your email address and re-enter again for
12
verification
note: emails must match

9
STEP 11
key in your mobile phone no and
15
click on mobile phone verify box

9
 Step 12
12
key-in sms verification code which has been sent
to your mobile number registered in the portal

13
Step 13
click on “done” button.

Step 14
your mobile number status will be updated as
“verified” <squared in red>.

Step 15
click on next button
*please refer to previous slide

14

10
16 Step 16:
complete your employment details, financial
information and source of wealth.

click on “next” button.

NOTE: - * are mandatory fields to be keyed in

11
17
STEP 17
fill in investment objective. can tick more than one.
choose risk tolerance

Step 18
fill in for investment trading experience

NOTE: - * are mandatory fields to be keyed in

18

12
19 19

STEP 19
fill in
19 19
particulars of related accounts
connected persons
particular exposed person (pep)
political exposed family
20

Step 20
fill in particular of spouse .
if not married, fill in mother or father
information.

NOTE: - * are mandatory fields to be keyed in

13
21

STEP 21
fill in bank details.
preferable individual account convenience for
approval.
joint account need to proof relationship

click on “next” button.

NOTE: - * are mandatory fields to be keyed in

14
22

STEP 22
instruction for e- statement /notification
please read and tick in the box given

NOTE: - * are mandatory fields to be keyed in

15
 23

STEP 23
consent for withdrawal of client’s monies
please read and tick in the box given

STEP 24
disclosure to third parties for strategic alliances,
marketing and promotional purposes
24 please read and tick in the box given

STEP 25
please tick on consent or do not consent.

NOTE: - * are mandatory fields to be keyed in

25

16
26

STEP 26
information for tax purposes
for local : select reason D

NOTE: - * are mandatory fields to be keyed in

17
27

STEP 27
declaration of information for tax purposes
please read and tick in the box given

STEP 28
FATCA reporting
tick ‘i am not a us person’ or ‘resident’

28
NOTE: - * are mandatory fields to be keyed in

18
29

STEP 29
declaration on investment abroad and investment
in foreign currency asset onshore by resident.

please choose the first box if you do not have any

domestic borrowing for investment abroad.

please read and tick in the box given

NOTE: - * are mandatory fields to be keyed in

19
30

STEP 30
usage of information & privacy/ personal data
notice

please read and tick in the box given

STEP 31
acknowledgement by applicant of the general
terms and conditions – equities

please read and tick in the box given

31

NOTE: - * are mandatory fields to be keyed in

20
32

STEP 32
declaration by applicant
please read and tick in the box given

STEP 33
insert your signature

33
click on “next” button.

NOTE: - * are mandatory fields to be keyed in

21
34
STEP 34
please upload your latest bank statement
you can upload income document if any.

click on “next” button.

NOTE: - * are mandatory fields to be keyed in

22
 Step 35

please check all the information that you fill in

click on “register ” button.

NOTE: - * are mandatory fields to be keyed in

35

23
IMPORTANT NOTE
 completion page will be displayed.

STEP 36
you will be receiving an email notification from the
system to validate the online registered email
address.
36

25
 once validated, a verification success message
will be displayed.

STEP 37
once validated your online registered email
address,
37
you will receive an email notification
to verify your id.

26
38

STEP 38
system will send you an email for id verification,
once clicked on “verify id” button, you will be
routed to the website

please take a clear image of your NRIC (front &

back). subsequent to that, click on “next” button.

39
STEP 39
facial recognition: please record a short video of
your face as this process will verify against your
earlier NRIC image uploaded. subsequent to that,
click on “next” button.

27
40 STEP 40
please answer to a few questions. subsequent
to that, click on “submit” button.

28
your identity has been successfully verified,

completion page will be displayed.

29
IMPORTANT NOTE
1
1
2
2

STEP 1
Click register
STEP 2
Choose individual
 STEP 3
Tick on equity online registration

STEP 4
Tick on non-ringgit securities equity

IMPORTANT NOTE :
3
3
Click here to read term & condition
(beside the equity online and non
4
4
ringgit registration)

5 STEP 5
5
Tick on I am an existing

6
CGS-CIMB Securities Client
6

STEP 6
Click register
 3 4
3 4
 STEP 7
77
7
choose cgs cimb itrade – central
8
dealing team
9
STEP 8
choose cimb kl as preferred
broking branch
10
STEP 9
Key in your trading acc No
STEP 10
Please fill in your personal details
STEP 11
Create your USER ID,PASSWORD
& TRADING PIN .
11

Please fill in Forgotten Password

12
STEP 12
Click Submitted
 IMPORTANT NOTE

• Once you have Submitted I-trade platform registration :

1. Please email to customerservice@cgs-cimb.com to link up
your trading account
2. Please state your Full name and Trading Acc No with subject
email: link up trading account
THANK YOU

36