BROKERAGE BUSINESS
Besides brokerage business, we will also like to play the role of private banking. Private banking consists of personalized financial services and products offered to the high-net-worth individual clients of a retail bank or other financial institution. It includes a wide range of wealth management services, and all provided under one roof. Services include investing and portfolio management, tax services, insurance, and trust and estate planning.
Our roles and basics
Private banking includes common financial services like checking and savings accounts, but with a more personalized approach: A “relationship manager” or “private banker” is assigned to each customer to handle all matters. The private banker handles everything from the special like arranging a jumbo mortgage to the mundane like paying bills. However, private banking goes beyond CDs and safe deposit boxes to address a client’s entire financial situation. Specialized services include investment strategy and financial planning advice, portfolio management, customized financing options, retirement planning, and passing wealth on to future generations.
Video Guidelines
How to Open a Trading Account
Validation of Investor ID and Renewal
- Investor ID:
- 10 years or less depend on expiration of related document
- Request renewal at least one month before expiration
- Trading Account: No limitation follow law and regulation
Information and Condition Open Trading Account
Investor come directly in Cambodia
For local investor shall provide documents as below
- A photo size 4 x 6
- National ID
- Fill forms open trading account
For foreign investor shall provide documents as below
- A photo size 4 x 6
- Passport at least 3 months before expired date
- Fill forms open trading account
Company or Institution shall provide documents as below
- National ID or passport of company representative at least 3 months before expire
- A photo size 4 x 6 of company representative (01)
- Certificate of register at Ministry of Commerce
- Company licence
- Patent
- Memorandum and articles of corporate/association/institution
- List of person have right to decided invest in securities
- List of company director included national ID/passport
- Board resolution
- Curriculum Vitae of company representative
Do you have open trading with Cambodia Securities Plc?
OPEN TRADING ACCOUNT
