Professional Documents
Culture Documents
00 - Guidelines - Panduan Buka Akaun (Futures) - Updated 23 Dec 2022
00 - Guidelines - Panduan Buka Akaun (Futures) - Updated 23 Dec 2022
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STEP 1 Isi Borang (Fill Out Form)
• Anda boleh mengisi borang dengan HURUF BESAR menggunakan komputer atau
mengisi secara manual menggunakan pen hitam atau pen biru
(You may fill out the form in BLOCK LETTERS by typing on the computer or fill out
manually using black or blue pen)
• JANGAN gunakan liquid paper kerana Bank dan Bursa akan menolak permohonan
tersebut sekiranya didapati !
(Strictly DO NOT use liquid paper because Bank & Bursa will reject the application ! )
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STEP 1 Isi Borang (Fill Out Form)
PERNAH / YES
Sila isi borang #1, #2 dan #3
(Please fill out form #1, #2 and #3)
TIDAK PERNAH / NO
Sila isi borang #1 sahaja; 16 muka surat
(Please fill out form #1 only;16 pages)
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Form #1 Account Opening Application Form
– Individual Retail & Islamic (IB), page 1
1
(1) Pastikan anda isi borang
yang terkini
(Make sure you fill in latest
revision form)
4
(4) Untuk account
EQUITIES sahaja
(For EQUITIES account only)
4
Form #1 Account Opening Application Form – Individual Retail & Islamic (IB), page 1
(5) Isikan nama seperti
dalam Kad Pengenalan❗
5 STRICTLY FOLLOW IC !! Sekiranya nama anda
melebihi kotak, sila tulis
(OPTIONAL) seperti biasa TANPA
mengisi huruf demi huruf
(Fill in name as per IC
(OPTIONAL) If your name longer than
❗
the boxes, fill up WITHOUT
following the boxes i.e. letter
6 by letter)
1 ❗
(9) Sila isi sekiranya alamat surat menyurat tidak sama dengan
(1) Pastikan anda isi borang yang terkini v7.0 alamat pada kad pengenalan (Fill in only if mailing address is not 5
(Make sure you fill in latest revision form v7.0) similar to address as per IC)
Form #1 Account Opening Application Form – Individual Retail & Islamic (IB), page 2
(10) Isi email personal yang aktif
dengan domain yg betul – rujuk
sample borang
(Fill in an active personal email
10 with the correct domain - refer to
the sample form)
(16) Sila pilih 1 hingga 5 (17) Nyatakan negara di mana (18) Nyatakan anggaran peratusan bagi
sumber dana yang akan anda menerima fund tersebut setiap fund yang anda pilih, JUMLAH
gunakan untuk trade (State the country where you EXPOSURE hendaklah TIDAK melebihi 100%
(Please choose 1 to 5 source received the fund) (State an estimated percentage for each fund
of funds that you’ll be using that you choose, the TOTAL EXPOSURE
for your trade) MUST NOT exceed 100%)
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(19) Untuk pelajar & suri
rumah, sila isikan maklumat
berikut
(For student & housewife,
please fill in the information
needed)
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PERINGATAN!
Pastikan anda boleh
membuktikan sumber dana
16 18 yang anda pilih.
REMINDER!
(Make sure you can prove the
source of funds you that you
have chosen)
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Form #1 Account Opening Application Form – Individual Retail & Islamic (IB), page 3
(20) Sila pilih 1 sahaja sumber kekayaan. Sekiranya anda (21) Tandakan anggaran nilai bersih anda,
memiliki lebih dari satu, sila tandakan sumber yang dominan contoh: (gaji bulanan x 12) + total aset
(Please choose only 1 source of wealth. If you have more than (Indicate your estimated net worth,
one, please indicate the dominant source) example: (monthly salary x 12) + total assets)
20
21
22
23
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(22) Tandakan anggaran jumlah aset dibawah pengurusan (23) Tandakan TRADING IN FUTURES
bank – merujuk kepada akaun simpanan, akaun pelaburan, (Tick TRADING IN FUTURES)
dana bersama, dana amanah dsb.
(Mark the estimated amount of assets under the bank's
management - referring to saving accounts, investment
accounts, mutual funds, trust funds etc.)
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Form #1 Account Opening Application Form – Individual Retail & Islamic (IB), page 3 & 4
(24) Tandakan objektif trading anda (25) Nyatakan pengalaman pelaburan/trading anda untuk setiap
(Tick your trading objective) produk. Tinggalkan kosong sekiranya anda seorang pemula
(State your investment/trading experience for each of the products.
Leave it blank if you are a beginner)
24
(26) Tandakan YES atau
25 NO untuk setiap soalan
berkenaan dengan pihak
26 berkaitan
(Mark YES or NO for each
question regarding related
parties)
Page 4 of 16
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Form #1 Account Opening Application Form – Individual Retail & Islamic (IB), page 4
27 (27) Isi butiran bank akaun peribadi
yang anda lampirkan
(Fill in the bank details of the
(If any) personal account that you attached)
28
28
(29) Isikan keperluan Margin
Intraday yang anda cadangkan
untuk aktiviti dagangan harian
Contoh: 50%; separuh margin
(Fill in the proposed Intraday
Margin requirement for day
29 trading activities. Example: 50%
half margin)
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Form #1 Account Opening Application Form – Individual Retail & Islamic (IB), page 5-11
30 (30) Sila baca dengan teliti
muka surat 5 hingga 11 dan
tandakan mana-mana
bahagian yang berkenaan
(Please read pages 5 to 11
carefully and mark any
applicable sections)
PERINGATAN!
(32) Isikan nama seperti Sila cetak KESEMUA muka surat
dalam Kad Pengenalan❗ untuk mempercepat proses
(Fill in name as per IC ) permohonan anda
REMINDER!
❗ (Please print ALL pages to speed up
your application process)
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UNTUK PELANGGAN YANG ADA AKAUN CDS/SAHAM DI BAWAH RHB ATAU OSK INVESTMENT BANK SAHAJA
(FOR EXISTING CUSTOMERS WHO OPEN CDS/EQUITIES ACCOUNT UNDER RHB OR OSK INVESTMENT BANK ONLY)
❗ Pengenalan
(2) Isikan nombor Kad
1
baru dan lama, jika ada
(Fill in new IC number and old IC
2
number, if applicable)
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UNTUK PELANGGAN YANG ADA AKAUN CDS/SAHAM dengan RHB ATAU OSK INVESTMENT BANK SAHAJA
(FOR EXISTING CUSTOMERS WHO OPEN CDS/EQUITIES ACCOUNT with RHB OR OSK INVESTMENT BANK ONLY)
1
PERINGATAN!
2
1) Borang ini hanya perlu di tandatangan
sahaja, butiran lain tidak perlu diisi
1of 6
2) Pastikan anda tandatangan pada
muka surat 1 dan 2 – salinan yang sama
3) Borang ini tidak boleh dicetak kedua-
dua belah!
REMINDER!
1) This form is only needed to be signed,
other details do not need to be filled in.
2) Make sure you sign page 1 and 2 –
the same copy
3) This form cannot be printed on both
sides!
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STEP 2 Sediakan Dokumen Sokongan
(Prepare Supporting Document)
• Untuk Penyata Bank, sila sediakan e-penyata yang telah disediakan oleh bank anda
(boleh di muat turun melalui perbankan dalam talian), JANGAN lampirkan print screen
atau transaction history melainkan telah mendapat cop pengesahan dari bank
(For Bank Statement, please provide e-statement that have been provided by your
bank (can download in online banking), DO NOT give any print screen of the transaction
history unless has been CTC from the bank)
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STEP 2 Sediakan Dokumen Sokongan
(Prepare Supporting Document)
15
STEP 2 Sediakan Dokumen Sokongan
(Prepare Supporting Document)
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STEP 3 Hantar Borang
(Submit Form)
• PERINGATAN! Borang hendaklah dihantar dalam bentuk hardcopy, scan copy tidak
diterima
(REMINDER! Form must be submitted in harcopy, scanned copy is not accepted)
• Letakkan "Perhatian kepada Ahmad Faridzul Babu atau Ima Samsudin" pada borang
dan dokumen anda
(Write "ATTN to Ahmad Faridzul Babu or Ima Samsudin" on your form and
documents)
• Sebelum menghantar borang, anda boleh membuat semakan dengan kami melalui
whatsapp atau berjumpa dengan staff kami sekiranya walk in di bank
(Before submitting the form, you can check/review with us via whatsapp or meet our staff
if you submit by hand)
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STEP 3 Hantar Borang
(Submit Form)
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