DLC Promo

Score Free Trips to
Paris & Zurich, and
S$20 Cash Credits when you Trade SocGen & UBS DLCs!

Score Free Trips to Paris & Zurich, and S$20 Cash Credits when you Trade SocGen & UBS DLCs!

Be the Top Trader to win Air Tickets to Paris & Zurich!

From 4 August 2025 to 31 October 2025

Be the Top Trader by Total Traded Value in SocGen DLCs and Win a Pair of Return Tickets to Paris, valid for travel until June 2026.

Be the Top Trader by Total Traded Value in UBS DLCs and Win a Pair of Return Tickets to Zurich, valid for travel until June 2026.

OPEN AN ACCOUNT TRADE NOW

Claim your S$20 DLC Coupon on POEMS Mobile 3 App Rewards

Valid to redeem and trade from 4 August 2025 till 31 October 2025

Claim your S$20 DLC Coupon on POEMS Mobile 3 App Rewards

Valid to redeem and trade from 4 August 2025 till 31 October 2025

Eligibility

Scan the QR Code to Redeem the S$20 DLC Coupon!

REDEEM NOW

Frequently Asked Questions

Am I required to register first before I participate in the top trader promotion? 

No, registration is not required. Your Account will be automatically tracked when you execute eligible trades during the campaign period.

If I happen to be the top trader for both SocGen and UBS DLC at the end of the campaign, am I eligible to receive both air tickets to Paris and Zurich?

Yes, if you are the top traders for both SocGen and UBS DLC during the campaign period you are eligible to receive both rewards.

  1.  
When will I be notified if I am the top trader for the top trader promotion and how do I redeem the air tickets? 

If you are the top traders for the promotion, you will be notified via email or phone within ONE month after the end of the promotion period.

Redemption details will be provided in the notification. Please ensure that your contact details with POEMS are up to date to avoid any delays.

I am a Cash Trading Account holder. Am I eligible to enjoy this promotion? 

No, Cash Trading Account holders are not eligible for this promotion. You may consider opening an eligible Account type or converting your Cash Trading Account to a Cash Management Account.

Terms & Conditions

T&Cs
  1. This promotion is valid from 4 August 2025 to 31 October 2025, and is open to new and existing Customers of Phillip Securities Pte Ltd (“PSPL”). 
  2. Promotion Details:
    • Top Trader Promotion:
      • Win a pair of return tickets to Paris, valid for travel until June 2026:
        • Eligibility:
          • Be the top trader by total traded value in SocGen DLCs 
          • Requires a minimum traded value of S$100,000 during the campaign period. 
          • Both BUY and SELL trades are applicable 
      • Notification:
        • You will be notified via email or phone within one month after the end of the promotion period. 
      • Win a pair of return tickets to Zurich, valid for travel until June 2026:
        • Eligibility:
          • Be the top trader by total traded value in UBS DLCs 
          • Requires a minimum traded value of S$100,000 during the campaign period. 
          • Both BUY and SELL trades are applicable 
      • Notification:
        • You will be notified via email or phone within one month after the end of the promotion period. 
    • S$20 DLC Coupon:
      • Eligibility Criteria:
        • BUY trades only
        • SocGen and UBS DLC trades only
        • Cash trades only
        • Online trades only
      • This Coupon, exchangeable with 1 POEMS Coin, can be redeemed for a S$20 Cash Credit upon successful eligible trades.
      • The S$20 DLC Coupon is listed on the POEMS Mobile 3 App Reward Shop and availability will be on a first come first serve basis.
      • Each Customer is only eligible to exchange one S$20 DLC Coupon with ONE POEMS coin during the Promotion period.
      • The 1 POEMS Coin used to exchange for this Coupon will not be refunded once the Coupon is exchanged.
      • This Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
      • This Coupon will expire 30 days from the date of exchange. You are required to redeem the Coupon and execute the eligible trade within the 30 days.
      • This Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon redemption and before its expiry.
      • The S$20 rebate, up to the contract value, will be credited to the eligible Account in the month of November 2025 after redeeming the coupon and completing Successful Trades.
      • If the Coupon is not redeemed and/or a successful eligible trade is not executed within the validity period, the coupon will be forfeited, and no rebate will be issued.
      • If the Customer holds multiple trading Accounts, the Account that performs the first successful eligible trade will receive the S$20 rebate, regardless of which Account the Coupon was activated in. For example: Customer has Account A and Account B. Customer activates the Coupon in Account A, but later performs a successful eligible trade using Account B. In this case, Account B will be awarded the S$20 rebate.
  3. Phillip Securities Pte Ltd (“PSPL”) reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all Customers shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all Customers.
  4. PSPL and its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion.
  5. By redeeming this item from your Rewards page, you acknowledge that you have read and consented to these Terms and Conditions.
  6. Days refer to calendar days.
  7. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
    • Closed Account with PSPL during the promotion period
    • Cash Account(s)
    • Joint Account(s)
    • PSPL institutional Customers and corporate Customers
    • PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff and Financial Adviser Representatives.
  8. This advertisement has not been reviewed by the Monetary Authority of Singapore. 
  1.  

Recruitment of Investment Specialist

Your Career. Our Legacy.
Build the Future with Phillip Securities

Be Part of a Legacy Trusted by Generations

Ready to build Your legacy with us?

Join the Phillip Securities Investment Specialist Programme-a structured career conversion journey designed to equip you with the skills, confidence and real-world experience to thrive as a licensed specialist in Singapore's dynamic financial markets.

Benefits from our unique high-touch, high-tech approach:

Ready to build Your legacy with us?

As an Investment Specialist, your role includes:

Supporting clients in trading and investment strategies

Delivering market insights and financial updates

Offering suitable solutions across equities, funds and managed portfolios

Building long-term client relationships based on trust and performance 

Your Career, Your Ascent Future Aspirations You Can Expect Your Career, Your Ascent Future Aspirations You Can Expect

The role of an Investment Specialist is more than a job - it's a launchpad into a fulfilling and dynamic career in finance. With us, your journey can evolve into broader opportunities within the finance industry.

Potential Career Progression Paths include:

Build a respected personal brand in the financial community 

Gain exposure to regional and global markets 

Grow a stable, high-quality book of clients 

Develop specialized knowledge in asset classes, structured products, or portfolio construction 

What Sets Our Investment Specialist Programme Apart

Your Career, Your Ascent Future Aspirations You Can Expect Your Career, Your Ascent Future Aspirations You Can Expect

Phase 1
Foundations & Certification 

Phase 2
Sales & On-the-Job Training 

Phase 3
Continuous Growth 

Passionate about investments, equities, and the financial markets or the finance industry as a whole

Analytical, self-driven, and committed to delivering exceptional client service

Diploma or degree holders from any discipline (finance-related qualifications are a plus) 

Hear From Our Investment Specialists 

Being an investment specialist allows me to stay at the forefront of market trends and economic shifts. I am driven to continuously learn about new and innovative investment solutions across global markets. This empowers me to support individuals in achieving their capital growth

Bryan Tan

Senior Financial Services Manager

I’ve always understood the importance of building long-term financial security and am keen to share my knowledge to help others grow their wealth. Phillip Securities offers a wide range of products, research, and support — all of which I know will help me deliver real value to my clients.

Anthony Chin Principal

Investment Specialist

I became a Remisier with Phillip Securities because of its strong brand, trusted platform, and client-first culture. It has allowed me to deliver real value to investors while building long-term relationships. The support here empowers me to grow with confidence every day.

Joey Choy

Principal Investment Specialist

Being an investment specialist allows me to stay at the forefront of market trends and economic shifts. I am driven to continuously learn about new and innovative investment solutions across global markets. This empowers me to support individuals in achieving their capital growth

Bryan Tan

Senior Financial Services Manager

I’ve always understood the importance of building long-term financial security and am keen to share my knowledge to help others grow their wealth. Phillip Securities offers a wide range of products, research, and support — all of which I know will help me deliver real value to my clients.

Anthony Chin

Principal Investment Specialist

I became a Remisier with Phillip Securities because of its strong brand, trusted platform, and client-first culture. It has allowed me to deliver real value to investors while building long-term relationships. The support here empowers me to grow with confidence every day.

Joey Choy

Principal Investment Specialist

Get the full picture at our upcoming Career Talks!

Discover where a future in finance can take you at our upcoming Career Talks. Whether you're a fresh graduate or exploring a mid-career switch, this is your opportunity to hear directly from industry professionals, learn about our Investment Specialist Programme, and find out how Philip Securities empowers individuals with resources to thrive.

Reserve a Spot

Ready to make your mark in finance?  

Unlock your potential, grow with industry-leading support, and become part of a legacy built on ambition and excellence.  

Rediscover Trading with POEMS

Welcome Back, Champion.​

Rediscover Trading and Reclaim your Edge

Life got busy, markets kept moving, and your account went quiet. It's still yours, and everything you liked about investing with us is exactly where you left it - plus more! Reactivate my account Take me to my gifts Scan the QR code below, or click here to claim.https://glutenfreepleasure.com/__proxy_domain/www.poems.com.sg/wp-content/uploads/2025/07/philliy-d2d-1.webm

Three steps back in

1 Scan or tap through Use the QR code on this page or click straight into the POEMS Mobile 3 App. 2 Claim your coupons Head to Me tab > My Rewards Inventory and activate your two S$25 Stock Coupons. 3 Fund to unlock more
Deposit S$5,000 within the campaign period for a shot at the S$50 cash credit.

Some things are worth coming back to.

For every returning investor 2 × S$25 SG/US Stock and ETF Coupons Scan the QR code or claim your two SG/US Stock and ETF Coupons, worth S$50 combined, directly through your POEMS Mobile 3 App for your next trade. 30 days Coupon validity S$1,000 / US$1,000 Min. contract value Cash trades Buy only, online Reactivate my account
Or scan the QR code here First 50 to fund S$50 Cash credit Deposit S$5,000 within the campaign period and, if you're among the first 50, an extra S$50 in cash credit lands in your account. S$5,000 Deposit within 1 month 50 days Hold period 10 working days Credited by Collect my Gifts Now!

Invest in Something That Lasts.

>50 Years of expertise Competitive Rates, always Invest in Something That Lasts. 1,000+ Investment specialists 26+ Global markets

What's new on POEMS Mobile 3 App

  SMART Park Put idle cash to work automatically while it waits for your next trade.   26 markets Trade SG, US, HK and more from a single account — no switching platforms.   US Asian hours Trade US stocks at your own pace and convenience.   Live charting
Real-time price data and market depth, right where you're trading.

Good Things Must be Shared

Frequently asked questions

Why was my trade rejected? Please ensure that your account is funded before placing a trade. This promotion applies only to cash upfront trades. What happens if I do not use my Stock Coupons within 30 days? The S$25 SG and US Stock and ETF Coupon will expire and appear under My Rewards Inventory > “Expired” tab. The coupon cannot be reissued, extended, and no rebate will be issued. Can I view my Stock Coupons once I have redeemed them? Yes. Once the S$25 SG and US Stock and ETF Coupon has been redeemed, it will appear under My Rewards Inventory > “Redeemed” tab. If I deposit S$5,000, can I use these funds to trade along with one of the S$25 SG and US Stock and ETF Coupons? Yes. Both promotions can be enjoyed concurrently, as long as you meet the eligibility criteria for each. We never forgot about you. Time to pick up where you left off. Claim your welcome-back gifts before the campaign period closes. Reactivate my account
SGX-1(gold)
SGX-2(gold)
SGX-3(gold)
SGX-4(gold)
SIAS
COG-2026

Terms & Conditions

T&Cs for Welcome Back Rewards: The Campaign period is from 9 Oct to 5 Nov 2026. Stock Coupon The two S$25 SG and US Stock and ETF Coupons are exclusive to selected customers. The Stock Coupons will be credited into the eligible customer’s account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory. How to use
  1. Activate — “Swipe to Activate” to apply the Coupon to your next eligible trade.
  2. Trade — Place a trade on a stock or ETF that meets the Eligibility Criteria.
  3. Rebate credited — Once the trade is completed successfully, S$25 will be credited to your account within 2 working days.
Eligibility criteria
Each S$25 SG and US Stock and ETF Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash. Stock Coupons expire 30 days from the date of issuance. Once activated, a Stock Coupon cannot be deactivated or reissued. The S$25 SG and US Stock and ETF Coupon will be automatically applied to the first successful eligible trade executed after activation and before its expiry. The S$25 rebate, up to the contract value, will be credited to the eligible account within 2 working days following the successful eligible trade. If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the Coupon will be forfeited and no rebate will be issued. Each customer is eligible for only two S$25 SG and US Stock and ETF Coupons. If there are multiple Stock Coupons active, the one with an earlier expiration date will be used up first by default; if the Coupons share the same expiry date, the Coupon activated first by the customer will be used by default. If the customer holds multiple trading accounts, the account that performs the first successful eligible trade will receive the S$25 rebate, regardless of which account the Coupon was activated in. For example: a customer has Account A and Account B, activates the Coupon in Account A, but later performs a successful eligible trade using Account B — in this case, Account B will be awarded the S$25 rebate.
This promotion is not applicable to
S$50 Cash Credit General Phillip Securities Pte Ltd (“PSPL”) reserves the right at any time, in its absolute discretion, to (i) amend, add to, and/or delete these Terms & Conditions at any time without prior notice (including eligibility and qualifying terms and criteria), and all customers shall be bound by such amendments when effected, or (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason and without compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all customers. PSPL and its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion. By redeeming an item from your Rewards page, you acknowledge that you have read and consented to these Terms & Conditions. Days refer to calendar days. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards. In the event of a dispute over a customer’s eligibility to participate in this promotion, PSPL’s decision will be final. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Amova ChiNext Index ETF

Amova E Fund ChiNext Index ETF

Initial Offering Period (IOP) from 3 to 14 July 2025

Invest Now

More About Amova E Fund ChiNext Index ETF

Designed to reflect performance of the ChiNext board of the Shenzhen Stock Exchange (SZSE), the ChiNext Total Return Index provides a benchmark for China’s innovative and venture enterprises. The ChiNext Index consists of the top 100 largest and most liquid A-share stocks listed on the ChiNext board of SZSE, weighted by free float market capitalisation.

Why Invest in Amova E Fund ChiNext Index ETF

Discover tomorrow’s potential winners across promising investment themes

ChiNext constituents comprise sectors of Energy Transition Technologies, Next-Gen Manufacturing, Smart Infrastructure, and Healthcare Life Sciences.

Enjoy tailwinds from China’s national vision

The ChiNext Index constituents are strategically positioned in sectors that enjoy the tailwinds of China’s national vision and goals.

Gateway to untapped opportunities

China is well-known for being a global leader with a track record in Innovation. The ChiNext Index provides investors access to companies that could be under the radar, an untapped territory of opportunities and allows for an early-mover advantage into China’s innovation economy with lower exposure to State-owned enterprises.

Top 10 constituents

How to Subscribe to the ETF During the IOP via POEMS 2.0

  1. Log in to POEMS 2.0, then navigate to ‘Account Management’ > ‘Online Forms’ > ‘IPO Subscription – Irrevocable Form’ or click here.
  2. Select the IPO you wish to subscribe to.
  3. Review and accept the Prospectus, and Terms & Conditions before subscribing to the Financial Product.
  4. Applications close at 5pm on Monday, 14 July 2025. 
  5. Ensure sufficient funds are available in your POEMS Account to complete the application process (including the subscription amount, transfer fees, and GST) by 5pm on Monday, 14 July 2025.
Brochure Product Highlights Sheet

Webinars Lineup

Your Gateway to China’s untapped opportunities

10 Jul, Thu 2025 07:00 PM - 08:00 PM

Ms Yi Dan Hou | Business Development Associate | Nikko Asset Management Asia Limited

Zoom

IOP Subscription Details
IOP Subscription Details
Subscription Period3 July 2025 to 14 July 2025
Listing Date22 July 2025
Subscription PriceSGD 1.00 per unit
Minimum Quantity1,000 units
Commission FeesZero Commission
Transfer FeesS$10.00 (subject to GST) for Cash Management Account. Other Phillip Investment Account Types will not be subject to transfer fee charge.
Trading CurrencySGD, RMB, USD
AllotmentFull Allotment
Key Information
Key Information
ETF NameAmova E Fund ChiNext Index ETF
Underlying IndexChiNext Total Return Index
Issue Price

SGD 1.00 per unit

Initial Offer Period (IOP)3 July 2025 to 14 July 2025
Listing Date22 July 2025
Base CurrencyRMB
Trading CurrencySGD, RMB, USD
SGX CodeSGD-Hedged Share Class: CXT
RMB Share Class:
Primary Currency (RMB): CXN
Secondary Currency (USD): CXO
Trading Board Lot Size1 unit
Management Fee

0.30% p.a.

Replication StrategyOptimisation or Representative Sampling
Classification StatusExcluded Investment Product
Terms and Conditions for Initial Offer Period for Amova E Fund ChiNext Index ETF
  1. The subscription period for Amova E Fund ChiNext Index ETF (“ETF”) is from 3 July 2025, Thursday at 9am to 14 July 2025, Monday at 5pm. 
  2. The online subscription will close on 14 July 2025 at 5pm. No new applications, amendments, or withdrawals are allowed after this deadline. 
  3. Eligible Accounts to subscribe for the ETF must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.  Cash Trading Accounts (T) are not eligible to participate in this subscription. 
  4. For Cash Management Accounts, an additional transfer fee of S$10 (subject to GST) will be charged for the subscription application.
  5. Only one application is allowed per Account. 
  6. Each ETF unit is priced at SGD 1 and the minimum order quantity is 1,000 units, with an incremental order size of 1,000 units. 
  7. There are zero commission fees. 
  8. The total amount payable is denominated in SGD. The settlement currency will be in SGD. 
  9. Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 14 July 2025 at 5pm for applications to be successful.
  10. Applications will be rejected if the Account does not have or reflect sufficient funds after 14 July 2025 at 5pm. 
  11. ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 22 July 2025.
  12. Customers will receive the full allotment of the number of ETF units that they subscribe to. 
  13. Customers can start trading the ETF units when the ETF is listed on SGX on 22 July 2025 at 9am. 
  14. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants. 
  15. In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained. 
  16. By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions. 
Terms and Conditions for IOP Promotion
  1. Customers who subscribe S$10,000 or more in the Amova E Fund ChiNext Index ETF (“ETF”) will receive a S$35 in cash credit. Those who invest between S$6,000 and S$9,999 will receive a S$25 in cash credit. Cash credit will be awarded only to subscribers who successfully fulfil a one-month holding period after the listing date.
  2. The Campaign period is from 3 July 2025, Thursday at 9am to 14 July 2025, Monday at 5pm. 
  3. The Cash Credit is limited to the first 250 Customers.
  4. The Cash Credit is limited to one reward per Customer.
  5. This promotion is limited and available on a first-come, first-served basis.
  6. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants. 
  7. In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained. 
  8. By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions. 

Events Lineup

17 Mar, Mon 2025 07:00 PM - 08:00 PM

ETFs

Mr Lai Yeu Huan | Joint Head of Asian Equity | Nikko Asset Management Asia Limited

Zoom

FAQs and T&Cs for Shares Builders Plan (YIG)

Shares Builders Plan Promo (Young Investor Programme)

Terms and Conditions
  1. The Promotion Period is from 4 Oct 2025 (0000hrs) to 31 Dec 2025 (2359hrs), both dates inclusive.
  2. The first 100 Customers who sign up for Share Builders Plan (SBP) or Junior Share Builder Plan (JSBP) and invest in the eligible Hong Kong Singapore Depository Receipts (HK SDR) counters during the Promotion Period will receive a S$50 cash reward.
  3. Eligible Customers aged 18 to 30 years old will receive an additional S$50 cash reward (total S$100).
  4. Eligible Customers will receive the cash reward, subject to the following conditions:
    • The Customer’s SBP or JSBP account must be opened and successfully linked to eGIRO.
    • A minimum monthly investment of S$100 must be made for at least 6 consecutive months.
    • Any failed GIRO deduction, or any suspension or termination of the SBP or JSBP account during the 6-month qualifying period will result in Customer being disqualified.
  1. The qualifying period begins from the date of the first successful monthly investment.
  2. The S$50 or S$100 cash reward will be credited to the Customer’s SBP or JSBP account within 30 business days after completing the 6-month qualifying period.
  3. Customers will receive an email confirming their eligibility within 7 business days of account opening.
  4. Each customer is limited to one reward under this promotion.
  5. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
    • Customers who engage the services of a representative from an external provider (B2B).
    • Corporate Accounts and Institutional Accounts.
    • All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
  1. PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all participants.
  2. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
  3. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  4. This advertisement has not been reviewed by the Monetary Authority of Singapore.

FAQs

Who is eligible to participate in the Promotion?

This promotion is open to the first 100 Customers who sign up for Share Builders Plan (SBP) or Junior Share Builder Plan (JSBP) and invest in the eligible Hong Kong Singapore Depository Receipts (HK SDR) counters.

How can I open a Share Builders Plan account and apply for eGIRO?

You’ll need a POEMS account to open an SBP account. 

Via POEMS Mobile 3 App

  1. Login > Trade Tab > Regular Savings Plan (RSP) > Share Builders Plan > Tap Begin
  2. Select counter(s) > Tap “Add Counter” > Set monthly investment amount
  3. Review > Click on “Continue” to submit

After submitting, you’ll be prompted to apply for eGIRO, click on “Apply GIRO”.

If you accidentally close the tab, go to Me > Form > eGIRO > Apply GIRO.

Via POEMS 2 Web

  1. Login > Acct Mgmt > Regular Savings Plan (RSP) > Share Builders Plan (SBP)
  2. Click “here” to apply for SBP

      3. Select your counter(s) and set your Buy Amount

       4. Review and submit

After submitting, you’ll be prompted to apply eGIRO, click on “Apply GIRO”.

If you accidentally close the tab, go to Stocks > Online Form > Account Application > GIRO > Apply GIRO.

Why and when do I need to apply for eGIRO?

To be eligible, your account must be successfully linked to eGIRO; this marks the start of your 6-month qualifying period. 

Setting up eGIRO ensures your monthly investment is automatically funded, so you never miss a contribution.

Act fast! Open your SBP account, set up eGIRO, and start investing to be among the first 100 eligible customers to receive the S$50 reward!

Can I open more than one account to participate in the promotion?

No, each customer is eligible for only one reward under this promotion.

What are the counters available?

To participate in this promotion, you must invest in the HK SDR counter.

Considering adding other counters beyond HK SDR counters? View the full list here. 

When will I receive my rewards?

Eligible customers will receive the cash reward in their SBP account within 30 business days after completing the 6-month qualifying period.

How can I check my reward?

You can view the reward in your SBP monthly statement.

SocGen DLCs 0 comm July 2025

From 1 July 2025 to 30 September 2025

Trade SocGen DLCs at 0 commission!

Trade Now

What is a DLC?

A Daily Leverage Certificate (DLC) is a form of structured financial instrument issued by banks and traded on the securities market. DLCs offer investors fixed leverage of 3 to 7 times the daily performance of an underlying index, be it a rising or falling market. The basic principle is simple – if the underlying index moves by 1% from its closing price of the previous trading day, the value of the 3x DLC will move by 3%.


SGX is Asia’s first venue to offer trading in DLCs, allowing investors to gain fixed leveraged exposure to developed Asian market indices and single stocks. This comes without the features impacting pricing for options such as implied volatility, time decay or margin calls.


DLCs were first introduced in Europe in 2012, where they are also called constant leverage products or factor certificates. They received wide interest from investors in Europe shortly after their launch.

Don't have an Account yet?

Open an Account Now

Alternatively, visit any of our Phillip Investor Centres or contact your trading representatives.


Why Trade DLCs?

Leverage up to 7 times the daily performance of an underlying index

Flexibility to trade both rising and falling markets

Low capital outlay and loss is limited to invested amount

No margins. No implied volatility impact. No time decay impact.

Transparent pricing due to tradability of the products on exchange

For more about Daily Leverage Certificates (DLCs), you might refer to here.

 

Frequently Asked Questions

What are the benefits of trading DLCs ?

As a leverage product, Daily Leverage Certificates (DLC) give investors  increased exposure to an underlying asset with the potential for higher returns. The leverage of a DLC can be 3, 5 or 7 times. Based on 5x leverage, if the underlying asset, typically a single stock or index, moves 2% in favour from its previous closing price, you earn a 10% gain on the DLC (2% * 5 = 10%). However, if the underlying asset moves in the direction against your position, you could experience a -10% loss. 

How do I identify if the DLC listed is issued by Societe Generale?

You can identify the Issuer by the name of the DLC. Let’s use the counter Tencent for example. The Tencent DLC name is NUGW – Meituan 5xLongSG250924

NUGW

   Counter Code

Meituan (3690.HK)

   Underlying

5x

   Leverage Factor

Long

   Long/Short

SG

   Issuer (SG = Societe Generale)

24092025

   Expiry Date (YYMMDD)

Do note that only Societe Generale DLCs will be counted for this promotion.

 

Terms & Conditions

Terms and Conditions
  1. This 0 Commission promotion is for Customers who traded Daily Leverage Certificates (“DLCs”) issued by Societe Generale (“SocGenDLCs”) from 1 Jul 2025 to 30 Sep 2025 (the Promotion Period).
  2. Eligibility Criteria for the promotion:

o   Accounts used for trading of SocGen DLCs must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.

o   Only BUY Trades will be eligible.

o   BUY or SELL Trades of the same counter listed on SGX, executed on the same trading day via POEMS Trading Platforms, using the same payment mode (cash/SRS)  and under the same Account, are considered as one trade. This is because only one commission is charged for such trade orders. Please refer to HERE for more information.

  1. The Cash Rebate is capped at S$200 per Customer, regardless of the number of Eligible Accounts through which the Customer places SocGen DLCs trades during the Promotion Period.
  2. Each Customer can only claim the reward once. Customer(s) with multiple Accounts will not qualify for the reward again.
  3. Eligible customers will receive the Cash Rebate at the end of Nov 2025. [Note: Commission fees will continue to be charged at the time of each eligible trade. The total commission amount (capped at S$200) will be credited as a Cash Rebate to eligible Customers after the end of the Promotion Period.]
  4. The following Customers are not eligible for this promotion, unless approved by the management of “PSPL”:

o   PSPL institutional Customers and corporate Customers

o   PSPL Account holders whose Accounts have been suspended, cancelled or terminated

  1. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  2. PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all participants.
  3. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.

Strategy & Stock Picks Q3 2025 Carpark Coupon at Singapore Swimming Club on 28 June 25

Redeem "Strategy & Stock Picks Q3 2025 (SSPQ325) Carpark Coupon  at Singapore Swimming Club (SSC) on 28 June 2025" with 200 POEMS Reward Points (worth S$10) Redeem "Strategy & Stock Picks Q3 2025 (SSPQ325) Carpark Coupon at Singapore Swimming Club (SSC) on 28 June 25" with 200 POEMS Reward Points (worth S$10) Redeem Now

About the Carpark Coupon:

This carpark coupon redemption is only applicable for attendees who have successfully registered for our physical Strategy & Stock Picks Q3 2025 event to be held at Singapore Swimming Club on 28 June 2025. 

Please note that:

 

About this Event:

Unlock Investment Opportunities in Key Markets – Join Us at the Strategy & Stock Picks 3Q2025 - 50th Anniversary Special proudly organised by POEMS!

Looking to sharpen your investment edge? Join us for an exclusive full-day event, designed for discerning investors like you who want to stay ahead of the markets.
Gain expert insights and strategic stock recommendations across key markets – Singapore, China & Hong Kong, and the U.S. – delivered by professional analysts.

Whether you're investing in ETFs, DLCs, REITs, or exploring new opportunities, our curated sessions will help you build smarter, more informed investment strategies tailored to your financial goals. Fireside chat with top management of SREITs, fun games with prizes and much more happening in the event date!

Date 28 June 25, Saturday
Time9am - 4:45pm
Location

Singapore Swimming Club

45 Tanjong Rhu Rd, Singapore 436899

POEMS Reward Points to Redeem One Carpark Coupon200 Points (worth S$10)
Date 28 June 25, Saturday
Time9am - 4:45pm
Location

Singapore Swimming Club

45 Tanjong Rhu Rd, Singapore 436899

POEMS Reward Points to Redeem One Ticket200 Points (worth S$10)
Redeem Now

How to Redeem?

On POEMS 2.0 Web
  1. Login to POEMS 2.0 Web 
  2. Head to ‘Markets & Data Rewards’ tab, under Voucher to find “SSPQ325 Carpark Coupon at SSC on 28 Jun 25“
  3. Tick the checkbox and redeem it using your 200 POEMS Reward Points
  4. Click the “Submit” button to finalise your redemption. 

Upon Submission

You will receive the confirmation email to your registered email address with POEMS within 5 working days. 

Frequently Asked Questions

Why am I unable to redeem the SSPQ325 Carpark Coupon at Singapore Swimming Club on 28 June 25?

This could be that you have insufficient POEMS Reward Points for redemption.

How many SSPQ325 Carpark Coupon at Singapore Swimming Club can I redeem?

Each Account holder could only redeem one carpark coupon on POEMS Rewards.

When is the latest date that I could redeem the SSPQ325 Carpark Coupon at Singapore Swimming Club on POEMS Rewards?

Please kindly redeem the carpark coupon on POEMS Rewards latest by 26 June 25. 

What will happen once I redeemed the SSPQ325 Carpark Coupon at Singapore Swimming Club on POEMS Rewards?

You will receive the confirmation email to your registered email address with POEMS within 5 working days. 

Is there a refund if I do not want to attend the SSPQ325 event after I redeem?

There won’t be a refund once you have redeemed the carpark coupon on POEMS Rewards.

Who can I contact if I have some enquiries?

For enquiries, please email us at hello@phillip.com.sg 

US Fractional Shares Landing Page Refresh Draft 21052025

Grow Your US Portfolio with Just a Fraction of a Share

Open an Account

Grow Your US Portfolio with Just a Fraction of a Share

Open an Account

What Challenges Do Investors Face?

Limited Cash Flow

Invest at your own pace. With flexible entry amounts, investing becomes a regular habit, not a major event.

Market Intimidation

Learn with POEMS. Build your confidence through connecting with our community. Join our webinars for more tips.

High Cost of Entry

Fractional shares let you start investing with just a few dollars. Own a portion of leading stocks without committing thousands.

What Challenges Do Investors Face?

High Cost of Entry

Fractional shares let you start investing with just a few dollars. Own a portion of leading stocks without committing thousands

Market Intimidation

Invest at your own pace. With flexible entry amounts, investing becomes a regular habit, not a major event.

Limited Cash Flow

Learn with POEMS. Build your confidence through connecting with our community. Join our webinars for more tips.

Invest in US Stocks, One Fraction at a Time

Why pay for a full share when you can start investing with any amount that fits your budget?

Invest in US Stocks, One Fraction at a Time

Invest in Premium Stocks Without the Full Price

Own a slice of big names like Amazon, Apple, or Tesla - without paying the full price. Now, you don’t have to wait to afford a full share.

Stay Diversified,
Even on a Budget

Don’t put your hopes in one stock. With fractional shares, even a small budget can be spread across different sectors and companies.

Perfect for Dollar-Cost
Averaging

Put your money to work regularly, no matter the market ups and downs. With fractional shares, it's easy to invest small amounts over time.

Why Trade US Fractional Shares with POEMS?

Trade from as low as US$0.88 commission per fractional order*

Dedicated Specialist available

NO Platform Fee

US Fractional Shares Order Details

Eligibility of Order Types

Minimum Order

Corporate Actions

Check Out Our Tutorial Video on US
Fractional Shares

Open an Account & Start Trading with POEMS!

Start your trading journey with POEMS and experience a smarter way to manage your investments on our platform!

Open Account

FAQ

1. What is the minimum order for US Fractional share orders?

US Fractional Shares require a minimum notional value of US$1 per order.

US Fractional Shares are supported up to three decimal points (e.g. 0.001).

2. What are the eligible order types to trade US Fractional Shares?

US Fractional Shares can only support Market and Limit orders.  

3. Where can I trade US Fractional shares?

US Fractional Shares can be traded under the normal trade ticket. 

4. What are the available types of accounts that are eligible to trade US Fractional shares?

US Fractional shares are available on Cash, Cash Management, Margin, Cash Plus, Custodian, and Prepaid Custodian Accounts. 

Client will need to acknowledge a Fractional Risk Disclosure Statement prior to Fractional shares trading.

5. Which are the POEMS trading platforms that US Fractional Shares are available to trade on?

US Fractional shares are available for trading on POEMS 2.0 Web and POEMS Mobile 3 App.

6. What is the commission fee for US Fractional share?

The commission for US Fractional shares (i.e. less than 1 share) is US$0.88 per order.

If it’s more than 1 share (i.e. 1, 1.5, 100 shares etc), the commission will follow the customer prevailing commission rate. 

7. How can I identify shares available for US Fractional trading?

US Fractional shares are indicated by a fractional tag displayed alongside their ticker symbol.

8. How do I execute Dollar-based orders?

To place Dollar-based orders,

on POEMS 2.0, navigate to the desired US Fractional counter > select Market order > select Dollars > Buy

on POEMS Mobile 3 App, navigate to the desired US Fractional counter > select Market order > toggle to Dollars > Place BUY Market Order

 

9. Who do I contact directly if I have any enquiries?

You may contact your specialist/Trading Representative. Your Trading Representative’s contact information can be retrieved via the methods shown below:

1) Login to POEMS 2.0 > My Setting > Contact Us

2) On POEMS 2.0 Homepage, click Phillip Chatbot (Orange logo located on the right screen) and type ‘remisier details’ to retrieve your Trading Representative’s contact details.

3) Login to POEMS Mobile 2.0 app > tap on the Menu > Help > Call Broker.

4) Login to POEMS Mobile 3 app > Me Tab > Support > Help Service > Call Broker.

Alternatively, you may call us at 6531 1555 for assistance to retrieve your Trading Representative’s contact details.

US Fractional Shares Pending Rev

Redeem your Free US Fractional Share Trades!

Start Small, Grow Big – Build Your U.S. Portfolio!

OPEN ACCOUNT & TRADE NOW

Think Trading the U.S. Market is Too Expensive?

Get Your First 5 Trades on U.S. Every Month

(worth US$44)

OPEN ACCOUNT & TRADE NOW
Note: The 6th trade onward will be charged to the standard fractional standalone brokerages - US$0.88.

Unsure Which U.S. Companies to Trade?
Kickstart Your Portfolio with These Top Picks:

Note: The 6th trade onward will be charged to the standard fractional standalone brokerages - US$0.88.

Why Trade US Fractional Shares with POEMS

US$

0.88

Trade from US$0.88 commission per fractional order*

No Custody fee

Dedicated Specialist available

*Only for less than 1 share order quantity, else existing brokerage will apply.

US Fractional Shares Order Details

Eligibility of Order Types

Minimum Order

Corporate Actions

*Only for less than 1 share order quantity, else existing brokerage will apply.

Unlocking Investment Opportunities
with Fractional Shares and Thematic Portfolios

READ NOW

New to POEMS?

1. Open an Account

  1. Once your POEMS Account is successfully opened, login to either POEMS 2.0 or POEMS Mobile 3 App to opt-in to US Fractional Share

POEMS 2.0

  1. Login to POEMS 2.0 > Head over to “Trade” Tab > “Stocks” tab
  1. Select any US Market (AMEX, NASDAQ, NYSE) in the drop down menu
  1. Click on the button called “Opt-in for Fractional Shares” to opt-in.

POEMS 3.0

  1. Login to POEMS Mobile 3 App > Head over to “Me” Tab.
  1. Scroll below to the “Activations” section and select “Fractional Opt-in”.

Check Out Our Tutorial Video on US
Fractional Shares

Unwrap Your Welcome Gifts

worth up to

S$2,025

OPEN ACCOUNT NOW

REFER

AND EARN!

Receive Cash Credit up to S$680

OPEN ACCOUNT NOW

CDP Transfer Request

Transfer-in your 

CDP Holdings & Receive up to S$1,888

Transfer Now!

Transfer-in your
CDP Holdings &
Receive up to S$1,888

Transfer Now!

Exclusive Promotion

Enjoy the following Cash Credit rewards when you transfer in!

Applicable for Both Mass and Partial Transfer

Each Eligible Customer is entitled up to $1,888 in Cash Credits per promotion period.

Submit the CDP Transfer Request For Free!

What's more?

Enjoy Fees Waivers by Transferring in your CDP Holdings

Fees Waiver till 31 Dec 2030

CDP Share Transfer FeeWaived
Dividend Handling Fee (SGX-listed Securities)Waived
Corporate Action Fee
(SGX-listed Securities)		Waived
Account Maintenance FeeWaived
Foreign Share Custody Fee* Waived
*Minimum Transfer Value to Qualify for Waiver is S$20,000 per submission
Transfer Now!

Invest Smarter. Partner with an Investment Specialist.

Receive expert advice on
trading and corporate actions

Tap onto years of
stock market experience

Accumulate your wealth with
a closely monitored portfolio

Receive customised strategies
that align with your goals

Get in touch with your Investment Specialist now!

Don’t have one? Contact us at 6531 1555 or talktophillip@phillip.com.sg

Get in touch with your Investment Specialist now!

Don’t have one?

Contact us at 6531 1555 or talktophillip@phillip.com.sg

Why Build a Portfolio with Us 

Founded in 1975, with one of
the largest pools of Investment Specialists in Singapore today 

Receive a comprehensive range of Financial Services from our multi-licensed Investment Specialists.
(E.g. Licences in both portfolio management and financial advisory) 

24/7 access to your portfolio
via POEMS 

Stay one step ahead with
Real-time Market Insights   

Frequently Asked Questions

Accounts

 What types of Accounts are included in this CDP Transfer Request?   

For Mass Transfer, only Cash Management, Cash Trading, Custodian, Prepaid Custodian, Cash Plus or Margin Accounts are eligible. Upon submitting the Request, Cash Management or Cash Trading Accounts will be converted to Custodian Account.

For Partial Transfer, Clients must have existing Custodian, Prepaid Custodian, Cash Plus or Margin Account to receive the holdings.

Are all securities eligible to be transferred in? 

For Mass Transfer, only SGX-listed securities (e.g. shares, ETFs and bonds) and T-bills are eligible to be transferred in.

For Partial Transfer, only SGX-listed securities (e.g. shares, ETFs and bonds) are eligible to be transferred in.

Which types of securities are not eligible for the CDP Transfer Request? 

Below is a list of securities that are not eligible for the transfer:

The CDP Transfer Request is optional. If you choose not to submit this Request, you will continue trading with your CDP-linked account (i.e. Cash Management, Cash Trading).

Can Estate accounts with CDP participate in the CDP Transfer Request?

No, Estate accounts are not eligible for the Request.

Can Corporate accounts with CDP participate in the CDP Transfer Request? 

Yes, Corporate accounts are eligible for the Mass Transfer Request at the moment. However, no change in beneficiary owner is allowed.

Corporate accounts are not eligible for the Partial Transfer Request.

Can Joint Accounts with PSPL participate in the CDP Transfer Request? 

Yes, Joint Accounts are eligible for the Request. No change in beneficiary owner is allowed.

General

 Are my monies and assets custodised with Phillip Securities Pte Ltd (“PSPL”) safe?   

Our customers’ monies and assets (including those assets that are held with appointed foreign custodians) are safe-kept in accounts which are designated as trust accounts for customers in compliance with the MAS’ requirements under the Securities and Futures Act (“SFA”) and Securities and Futures (Licensing and Conduct of Business) Regulations. Customers’ monies and assets are protected by keeping them in customer segregated accounts separate from PSPL’s own.

Section 104A of the SFA also provides that monies and assets belonging to customers are not available for payment of PSPL’s debts and shall not be liable to be paid or taken in execution under an order or a process of any court.

 

Submission  

 How do I participate in this CDP Transfer Request? 

You must opt-in for the transfer-in via POEMS Website at www.poems.com.sg.

Go to Account Mgmt > Stock > Online Form > Account Application> CDP Transfer Request.

Alternatively, you can login to POEMS Mobile 3 App > Head to Me tab > Forms > CDP Transfer.

Can my remisier assist in completing the CDP Transfer Request?  

No. You must log in through the POEMS website or POEMS Mobile 3 App and agree to the terms and conditions in order to proceed with the Request.

Can I transfer my shares from one CDP Account to multiple POEMS Accounts?

For Mass transfer, you can only transfer all your securities and T-bills from one CDP account to one POEMS Account, namely Cash Management*, Cash Trading*, Custodian, Prepaid Custodian, Cash Plus, and Margin Account.

*Upon submission of the CDP Mass Transfer Request, Cash Management or Cash Trading Accounts will be converted to a Custodian Account. Learn more about Custodian Accounts here. 

For Partial transfer, you can choose the designated account (Custodian, Margin, Cash Plus, Prepaid) per transfer request. 

Can I transfer my shares from my individual CDP account to a Joint POEMS Account?  

No, you can only transfer shares from your individual CDP account to an individual POEMS Account or Joint CDP to Joint POEMS Account. However, no change in beneficiary ownership is allowed.  

If I have multiple POEMS Accounts, can I choose which POEMS Account to transfer to when I submit the CDP Transfer Request?

Yes, you will need to specify which POEMS account will be the recipient of the CDP Transfer Request during the submission process. If you select either a Cash Management or Cash Trading account, it will be converted to a Custodian Account.

Fees

Please click here for the table regarding fee waivers. Any fees accrued prior to the transfer will not be waived. For example, if there is an outstanding fee in the existing Custodian Account, the customer will still need to settle this fee.

If I initiate the CDP Transfer Request and later decide to move shares to another broking firm or back to CDP, will there be any fees imposed? 

The process for transferring shares back to CDP or to another broking firm may incur fees. Please refer to the link for Share Transfer Fees and procedures: https://glutenfreepleasure.com/__proxy_domain/www.poems.com.sg/share-bond-unit-trust-transfer/

After the CDP Transfer Request 

 Will my POEMS Trading Account numbers remain the same after the CDP Transfer Request is completed? 

Yes. Your POEMS Account numbers will remain the same.  

After my Cash Management or Cash Trading Account is converted to a Custodian Account, will there be any changes to the brokerage rates, trading limits and contra facility?

There will be no change to existing brokerage rates, trading limits and contra facilities. 

What will happen to my GIRO arrangement after the conversion from a Cash Trading Account to a Custodian Account? 

The GIRO linkage (if any) for the Cash Trading Account will be delinked after conversion. However, you can apply for EPS via POEMS login. 

What will happen to my EPS arrangement after conversion from a Cash Trading Account to a Custodian Account? 

There will be no change to the payment arrangement. 

What will happen to my CDP account when my Cash Management or Cash Trading Account is converted to a Custodian Account after the CDP Transfer Request?

The CDP linkage will be delinked from the Custodian Account but your CDP account will not be closed by CDP. Please note that you cannot sell new holdings kept with CDP unless you transfer the holdings into the Custodian Account again. 

After the CDP Transfer Request, can I still hold newly purchased shares in CDP through other broking firms?

Yes, your CDP account will remain active. You can still purchase shares through other broking firms and keep the new holdings with CDP. However, you must remember to transfer the new holdings from CDP into your POEMS Account if you wish to sell the new holdings through us.

After the CDP Transfer Request, can I sell the transferred-in holdings through other broking firms?

No, you can only sell your holdings via the same POEMS Account.

Can I apply for IPOs after the CDP Transfer Request? 

You can continue to manage your assets that are not held under our custody and are able to apply for IPOs through the usual channels. However, allocation of shares will not be credited to your POEMS Account unless you initiate the CDP Transfer Request again. 

After the CDP Transfer Request, how will I be able to track my holdings with POEMS and CDP?  

You can view your holdings held under our custody via POEMS login.
To check your CDP holdings, login to the CDP portal. 

After the CDP Transfer Request into my Custodian Account is completed, will overselling of shares be prevented?

For SGX-listed securities kept in your Custodian Account, there is a possibility of short-selling because our system will not check your local shareholdings in your accounts. However, you are unable to short-sell foreign shareholdings kept in your Custodian Account.  

Can I apply for T-bills from my POEMS Account after the CDP Transfer Request?

Yes, please refer here for more information: SGS (Singapore Government Securities) T-Bills, SGS Bonds, U.S. Treasury available in POEMS 

Can I cancel my Request after the CDP Transfer Request is submitted?

Yes, you can cancel the Request before 4.30pm on the same day.

How do I know that the CDP Transfer Request is successful? 

You will receive an email notification once the CDP Transfer Request is completed. 

How long will the CDP Transfer Request take to complete?

For Mass Transfer Request, it may take effect within 2 business days, provided you do not have any outstanding positions in your CDP Accounts.

For Partial Transfer Request, it may take effect within 5 business days, provided that your holdings are fully settled.  

You will receive an email notification after the transfer Request has been completed. 

If there is an outstanding position, can I submit the CDP Transfer Request?

For Mass Transfer Request, you can still submit the Request, but it will be sent to CDP for processing after all outstanding positions are closed. 

For Partial Transfer Request, CDP will process your request for fully settled holdings. For example, if a client submits a request for counters A, B, and C, where counters A and B are fully settled but counter C is still pending settlement, CDP will process the transfer for counters A and B but reject the request for counter C.

Terms & Conditions

Cash Credits Reward
  1. The promotion is only valid for Customers who transfer in Eligible Assets from CDP to Eligible Accounts from 1 September 2026 to 31 December 2026, both dates inclusive.
  2. Customers who previously participated in our previous CDP Mass Share Transfer promotions will still be eligible to participate in this promotion again.
  3. Eligible Customers will receive Cash Credit of:
    • S$88 for transferring S$100,000 to S$199,999 worth of Eligible Assets
    • S$188 for transferring S$200,000 to S$499,999 worth of Eligible Assets
    • S$288 for transferring S$500,000 to S$999,999 worth of Eligible Assets
    • S$588 for transferring S$1,000,000 to S$1,999,999 worth of Eligible Assets
    • S$1,888 for transferring S$2,000,000 or more worth of Eligible Assets
  4. Each Eligible Customer is entitled up to $1,888 in Cash Credits per promotion period.
  5. Customers are required to opt-in to the Excess Funds Management Facility (SMART Park) (SGD/USD) within 90 days of the submitted request. Failure to do so, will result in forfeiture of the Reward/s.
  6. Eligible Accounts:
    • CDP Mass Transfer Request include:
      • Cash Management (Upon submitting the CDP Mass Transfer Request, Cash Management Account will be converted to Custodian Account)
      • Cash Trading (Upon submitting the CDP Mass Transfer Request, Cash Trading Account will be converted to Custodian Account)
      • Custodian
      • Prepaid Custodian
      • Cash Plus
      • Margin 
    • CDP Partial Transfer Request include:
      • Custodian
      • Prepaid Custodian
      • Cash Plus
      • Margin 
  7. Eligible Assets:
    • CDP Mass Transfer Request include:
      • SGX-Listed Shares
      • SGX-Listed ETFs
      • SGX-Listed Bonds
      • T-Bills
    • CDP Partial Transfer Request include:
      • SGX-Listed Shares
      • SGX-Listed ETFs
      • SGX-Listed Bonds
  8. The total value of Eligible Assets transferred is based on the previous day closing price of the transfer date and must be maintained in the Account for 90 calendar days from the shares transferred in-date.
  9. Cash Credit will be credited before the end of April 2027.
  10. This Promotion is not applicable to PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff and Trading Representatives.
  11. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
  12. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  13. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the prize; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
  14. This advertisement has not been reviewed by the Monetary Authority of Singapore.

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com