Strategy & Stock Picks (Investment Symposium 2026)

Strategy & Stock Picks

Investment Symposium 2026 Expert insights and strategic stock recommendations across 7 key markets including Singapore, China Hong Kong, United States, Malaysia, Thailand, Indonesia and Japan.

7

MARKETS

Bullish

OUTLOOK

Strategy & Stock Picks

Investment Symposium 2026 Expert insights and strategic stock recommendations across 7 key markets including Singapore, China Hong Kong, United States, Malaysia, Thailand, Indonesia and Japan.

7

MARKETS

Bullish

OUTLOOK

Days Hours Minutes Seconds REGIONAL COVERAGE Stock Picks Across 7 Markets Stock Picks Across 7 Markets In-depth market analysis and stock picks tailored to each region's unique dynamics Popular Market

China, Hong Kong

Louis Wong

Director Phillip Securities HK
11 APR, SAT
12:45 PM - 2:30 PM SGT
View Session Synopsis

Singapore

Paul Chew

Head of Research, Phillip Securities Research
11 APR, SAT
2:30PM-6:00PM SGT
View Session Synopsis

United States

United States

Glenn Thum

Research Manager Phillip Securities Research
13 APR, MON
7:30PM-9:00PM SGT
View Session Synopsis Emerging Markets Malaysia Shahira Rahim Head of Equity Strategy Phillip Research Sdn Bhd 13 APR, MON 1:00PM-2:00PM SGT View Session Synopsis Thailand Chutikan Santimetvirul Head of Equity Strategy Phillip Research (Thailand) PCL 10 APR, FRI 1:00PM-2:00PM SGT View Session Synopsis Indonesia Jasa Adhimulya Senior Equity Analyst Phillip Sekuritas Indonesia 15 APR, WED 1:00PM-2:00PM SGT View Session Synopsis Japan Tomoyuki Misumi Research Analyst Phillip Securities Japan 16 APR,THU 1:00PM-2:00PM SGT View Session Synopsis malaysia card thailand card indonesia card japan card ONLINE & OFFLINE RESEVERVATION

Save Your Spot

Take advantage of our limited-time offers and premium benefits upon registration ONLINE Seamless Online Access Whether in-person or line, don’t miss a moment. Tune in via Zoom and gain real-time insights Also Available on Youtube Live @phillipcapital April 10, 2026 Register for the Online Session OFFLINE Exclusive Onsite Experience Join us at Suntec for an onsite experience. Exclusively available for the Singapore and China Hong Kong market session only. Limited Seats Available April 15-21, 2026 Register for Offline Session SPECIAL OFFER Early Bird Package Be among the first 300 to reserve your spot and attend ALL market sessions to receive a mystery gift(s) after your attendance is confirmed Limited Time Only   Register for Online Session

Supported By

for China, Hong Kong and Singapore market session only

SGX Group

Mr. Geoff Howie

Mr. Howie is the Singapore Exchange’s Market Strategist, with 28 years of experience in financial markets and macroeconomic analysis. As the Exchange’s leading market communicator to the investing public, he established the SGX My Gateway Report, pens the weekly Inside Insights column in the Business Times, in addition to conducting regular interviews with CNBC, CNA, BFM and Money FM 89.3.... Mr. Howie was also named a LinkedIn Power Profile in 2018. Prior to his role at SGX, Mr. Howie held lead Broking and Market Strategist roles across the Asia Pacific offices of the world’s largest Futures and Options broker. Mr Howie has received a Bachelor's and Master’s degree in Economics at the University of Queensland, with his thesis achieving the highest grade for first-mover policy research on the opening of Shanghai’s economy in the early 1990s.
11 APR, SAT 2:30PM-3:00PM SGT

CSOP Asset Management

Mr. Bruce Zhang

Bruce Zhang, CFA – Head of Fixed Income, CSOP Asset Management Mr. Zhang Dinghai (Bruce) is Head of Fixed Income at CSOP and he is responsible for bond, REITs, money market and Singapore ETF investment strategies. His major responsibilities include ETF portfolio management and business development to enhance the company’s fixed income strategies positioning. He is responsible for billions of fixed income strategies across multiple sectors. Other responsibilities include bespoke analysis for the client facing teams and quantitative support for the local product group. Before that, Bruce worked at State Street Global Advisors and held several roles including product engineer, portfolio specialist and portfolio manager. Bruce holds a Master’s degree in Economics from the University of Hong Kong and a Bachelor of Arts from Peking University. He is a CFA Charter holder and is a member of CFA Institute and the Hong Kong Society of Financial Analysts.
11 APR, SAT 3:00PM-3:30PM SGT

Societe Generale

Mr. Marcus Ng

Marcus Ng leads the Cross Asset Listed Products Distribution for Societe Generale in Singapore. He is responsible for the issuance, product management, and distribution of Societe Generale’s listed structured products shelf in Singapore. He is focused on developing the Daily Leverage Certificates that have been listed in Singapore since 2017 while actively supporting the launch of Structured Certificates in 2023..., both a first of its kind in Asia. Marcus leverages on the team’s extensive experience growing the Warrants and Callable Bull/Bear Contracts (CBBCs) offering in Hong Kong over the last decade and his own experience from his prior role at the SGX where he spent seven years managing the structured products listed on the securities market to drive innovation and develop the local listed structured products market to meet investors’ diverse needs
11 APR, SAT 5:30PM-6:00PM SGT
SGX Group Mr. Geoff Howie 11 APR, SAT 2:30 PM - 3:00 PM SGT Mr. Howie is the Singapore Exchange’s Market Strategist, with 28 years of experience in financial markets and macroeconomic analysis. As the Exchange’s leading market communicator to the investing public, he established the SGX My Gateway Report, pens the weekly Inside Insights column in the Business Times, in addition to conducting regular interviews with CNBC, CNA, BFM and Money FM 89.3. Mr. Howie was also named a LinkedIn Power Profile in 2018. Prior to his role at SGX, Mr. Howie held lead Broking and Market Strategist roles across the Asia Pacific offices of the world’s largest Futures and Options broker. Mr Howie has received a Bachelor's and Master’s degree in Economics at the University of Queensland, with his thesis achieving the highest grade for first-mover policy research on the opening of Shanghai’s economy in the early 1990s. 11 APR, SAT 2:30PM-3:00PM SGT CSOP Asset Management Mr. Bruce Zhang 11 APR, SAT 3:00 PM - 3:30 PM SGT Bruce Zhang, CFA – Head of Fixed Income, CSOP Asset Management Mr. Zhang Dinghai (Bruce) is Head of Fixed Income at CSOP and he is responsible for bond, REITs, money market and Singapore ETF investment strategies. His major responsibilities include ETF portfolio management and business development to enhance the company’s fixed income strategies positioning. He is responsible for billions of fixed income strategies across multiple sectors. Other responsibilities include bespoke analysis for the client facing teams and quantitative support for the local product group. Before that, Bruce worked at State Street Global Advisors and held several roles including product engineer, portfolio specialist and portfolio manager. Bruce holds a Master’s degree in Economics from the University of Hong Kong and a Bachelor of Arts from Peking University. He is a CFA Charter holder and is a member of CFA Institute and the Hong Kong Society of Financial Analysts. 12 APR, SAT 3:00 PM - 3:30 PM SGT Societe Generale Mr. Marcus Ng 11 APR, SAT 5:30 PM - 6:00 PM SGT Marcus Ng leads the Cross Asset Listed Products Distribution for Societe Generale in Singapore. He is responsible for the issuance, product management, and distribution of Societe Generale’s listed structured products shelf in Singapore. He is focused on developing the Daily Leverage Certificates that have been listed in Singapore since 2017 while actively supporting the launch of Structured Certificates in 2023..., both a first of its kind in Asia. Marcus leverages on the team’s extensive experience growing the Warrants and Callable Bull/Bear Contracts (CBBCs) offering in Hong Kong over the last decade and his own experience from his prior role at the SGX where he spent seven years managing the structured products listed on the securities market to drive innovation and develop the local listed structured products market to meet investors’ diverse needs. 11 APR, SUN 3:30 PM - 6:00 PM SGT

Get Rewarded By Joining in-Person

Listen to each session and take part in our quiz! WIN FairPrice/ CapitaStar vouchers worth $30, $20, and $10 in our Kahoot! quiz Prizes up for grabs from Kahoot! quizes, and speech sessions from SGX and CSOP! Win home a 1g gold bar, $200 FairPrice vouchers, carry-on luggage, and more! More Coupons Up for Grabs!   LIVE SESSIONS

Past Strategy & Stock Picks

Review our previous quarterly sessions and their market performance +8.5%

Strategic & Stock Picks Q1 2026

January 15, 2026

Key Highlights Watch Watch Q4 2025 +12.3%

Strategy & Stocks Picks Q4 2025

October 12, 2025

Watch Q3 2025 +5.7%

Strategy & Stocks Picks Q3 2025

July 18, 2025

Watch Q4 2025 +6.9%

Strategy & Stocks Picks Q2 2025

April 20, 2025

Watch View All Past Sessions

Already A Customer? These Are For You

Thank You For The 50 Years Together

Top ETF
Top leverage
Top Retail
Top Mid Cap
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SSP Draft March 2026

Strategy & Stock Picks

Investment Symposium 2026

Expert insights and strategic stock recommendations across 7 key markets including Singapore, China Hong Kong, United States, Malaysia, Thailand, Indonesia and Japan.

7

MARKETS

Bullish

OUTLOOK

Strategy & Stock Picks

Investment Symposium 2026

Expert insights and strategic stock recommendations across 7 key markets including Singapore, China Hong Kong, United States, Malaysia, Thailand, Indonesia and Japan.

7

MARKETS

Bullish

OUTLOOK

Days Hours Minutes Seconds

REGIONAL COVERAGE

Stock Picks
Across 7 Markets

Stock Picks Across 7 Markets

In-depth market analysis and stock picks tailored to each region's unique dynamics

Popular Market

China,
Hong Kong

Louis Wong

Director
Phillip Securities HK

11 APR, SAT
12:45 PM - 2:30 PM SGT
View Session Synopsis

Singapore

Paul Chew

Head of Research,
Phillip Securities Research

11 APR, SAT
2:30PM-6:00PM SGT
View Session Synopsis

United States

United
States

Glenn Thum

Research Manager
Phillip Securities Research

13 APR, MON
 7:30PM-9:00PM SGT
View Session Synopsis

Emerging Markets

Malaysia

Shahira Rahim

Head of Equity Strategy
Phillip Research Sdn Bhd

13 APR, MON
1:00PM-2:00PM SGT

View Session Synopsis

Thailand

Chutikan Santimetvirul

Head of Equity Strategy
Phillip Research (Thailand) PCL

10 APR, FRI
1:00PM-2:00PM SGT

View Session Synopsis

Indonesia

Jasa Adhimulya

Senior Equity Analyst
Phillip Sekuritas Indonesia

15 APR, WED
1:00PM-2:00PM SGT

View Session Synopsis

Japan

Tomoyuki Misumi

Research Analyst
Phillip Securities Japan

16 APR,THU
1:00PM-2:00PM SGT

View Session Synopsis malaysia card thailand card indonesia card japan card

ONLINE & OFFLINE RESEVERVATION

Save Your Spot

Take advantage of our limited-time offers and premium benefits upon registration

ONLINE

Seamless Online Access

Whether in-person or line, don’t miss a moment. Tune in via Zoom and gain real-time insights Also Available on Youtube Live @phillipcapital

April 10, 2026

Register for the Online Session

OFFLINE

Exclusive Onsite Experience

Join us at Suntec for an onsite experience. Exclusively available for the Singapore and China Hong Kong market session only. Limited Seats Available

April 15-21, 2026

Register for Offline Session

SPECIAL OFFER

Early Bird Package

Be among the first 300 to reserve your spot and attend ALL market sessions to receive a mystery gift(s) after your attendance is confirmed Limited Time Only

 

Register for Online Session

Supported By

for China, Hong Kong and Singapore market session only

SGX Group

Mr. Geoff Howie

Mr. Howie is the Singapore Exchange’s Market Strategist, with 28 years of experience in financial markets and macroeconomic analysis. As the Exchange’s leading market communicator to the investing public, he established the SGX My Gateway Report, pens the weekly Inside Insights column in the Business Times, in addition to conducting regular interviews with CNBC, CNA, BFM and Money FM 89.3.... Mr. Howie was also named a LinkedIn Power Profile in 2018. Prior to his role at SGX, Mr. Howie held lead Broking and Market Strategist roles across the Asia Pacific offices of the world’s largest Futures and Options broker.

Mr Howie has received a Bachelor's and Master’s degree in Economics at the University of Queensland, with his thesis achieving the highest grade for first-mover policy research on the opening of Shanghai’s economy in the early 1990s.
11 APR, SAT 2:30PM-3:00PM SGT  

CSOP Asset Management  

Mr. Bruce Zhang

Bruce Zhang, CFA – Head of Fixed Income, CSOP Asset Management Mr. Zhang Dinghai (Bruce) is Head of Fixed Income at CSOP and he is responsible for bond, REITs, money market and Singapore ETF investment strategies. His major responsibilities include ETF portfolio management and business development to enhance the company’s fixed income strategies positioning. He is responsible for billions of fixed income strategies across multiple sectors. Other responsibilities include bespoke analysis for the client facing teams and quantitative support for the local product group. Before that, Bruce worked at State Street Global Advisors and held several roles including product engineer, portfolio specialist and portfolio manager. Bruce holds a Master’s degree in Economics from the University of Hong Kong and a Bachelor of Arts from Peking University. He is a CFA Charter holder and is a member of CFA Institute and the Hong Kong Society of Financial Analysts.
11 APR, SAT 3:00PM-3:30PM SGT  

Societe Generale

Mr. Marcus Ng

Marcus Ng leads the Cross Asset Listed Products Distribution for Societe Generale in Singapore. He is responsible for the issuance, product management, and distribution of Societe Generale’s listed structured products shelf in Singapore. He is focused on developing the Daily Leverage Certificates that have been listed in Singapore since 2017 while actively supporting the launch of Structured Certificates in 2023..., both a first of its kind in Asia.

Marcus leverages on the team’s extensive experience growing the Warrants and Callable Bull/Bear Contracts (CBBCs) offering in Hong Kong over the last decade and his own experience from his prior role at the SGX where he spent seven years managing the structured products listed on the securities market to drive innovation and develop the local listed structured products market to meet investors’ diverse needs
11 APR, SAT 5:30PM-6:00PM SGT  

SGX
Group

Mr. Geoff Howie

11 APR, SAT 2:30 PM - 3:00 PM SGT Mr. Howie is the Singapore Exchange’s Market Strategist, with 28 years of experience in financial markets and macroeconomic analysis. As the Exchange’s leading market communicator to the investing public, he established the SGX My Gateway Report, pens the weekly Inside Insights column in the Business Times, in addition to conducting regular interviews with CNBC, CNA, BFM and Money FM 89.3. Mr. Howie was also named a LinkedIn Power Profile in 2018. Prior to his role at SGX, Mr. Howie held lead Broking and Market Strategist roles across the Asia Pacific offices of the world’s largest Futures and Options broker.

Mr Howie has received a Bachelor's and Master’s degree in Economics at the University of Queensland, with his thesis achieving the highest grade for first-mover policy research on the opening of Shanghai’s economy in the early 1990s. 11 APR, SAT 2:30PM-3:00PM SGT

CSOP Asset
Management

Mr. Bruce Zhang

11 APR, SAT 3:00 PM - 3:30 PM SGT Bruce Zhang, CFA – Head of Fixed Income, CSOP Asset Management Mr. Zhang Dinghai (Bruce) is Head of Fixed Income at CSOP and he is responsible for bond, REITs, money market and Singapore ETF investment strategies. His major responsibilities include ETF portfolio management and business development to enhance the company’s fixed income strategies positioning. He is responsible for billions of fixed income strategies across multiple sectors. Other responsibilities include bespoke analysis for the client facing teams and quantitative support for the local product group. Before that, Bruce worked at State Street Global Advisors and held several roles including product engineer, portfolio specialist and portfolio manager. Bruce holds a Master’s degree in Economics from the University of Hong Kong and a Bachelor of Arts from Peking University. He is a CFA Charter holder and is a member of CFA Institute and the Hong Kong Society of Financial Analysts. 12 APR, SAT 3:00 PM - 3:30 PM SGT

Societe
Generale

Mr. Marcus Ng

11 APR, SAT 5:30 PM - 6:00 PM SGT Marcus Ng leads the Cross Asset Listed Products Distribution for Societe Generale in Singapore. He is responsible for the issuance, product management, and distribution of Societe Generale’s listed structured products shelf in Singapore. He is focused on developing the Daily Leverage Certificates that have been listed in Singapore since 2017 while actively supporting the launch of Structured Certificates in 2023..., both a first of its kind in Asia.

Marcus leverages on the team’s extensive experience growing the Warrants and Callable Bull/Bear Contracts (CBBCs) offering in Hong Kong over the last decade and his own experience from his prior role at the SGX where he spent seven years managing the structured products listed on the securities market to drive innovation and develop the local listed structured products market to meet investors’ diverse needs. 11 APR, SUN 3:30 PM - 6:00 PM SGT

Get Rewarded By Joining in-Person

Listen to each session and take part in our quiz!

WIN FairPrice/
CapitaStar vouchers

worth $30, $20, and $10 in our Kahoot! quiz

Prizes up for grabs from Kahoot!

quizes, and speech sessions from SGX and CSOP! Win home a 1g gold bar, $200 FairPrice vouchers, carry-on luggage, and more!

More Coupons

Up for Grabs!

   LIVE SESSIONS 

Past Strategy & Stock Picks

Review our previous quarterly sessions and their market performance

+8.5%

Strategic & Stock Picks Q1 2026

January 15, 2026

Key Highlights

Watch Watch

Q4 2025

+12.3%

Strategy & Stocks Picks Q4 2025

October 12, 2025

Watch

Q3 2025

+5.7%

Strategy & Stocks Picks Q3 2025

July 18, 2025

Watch

Q4 2025

+6.9%

Strategy & Stocks Picks Q2 2025

April 20, 2025

Watch View All Past Sessions

Already A Customer? These Are For You

Thank You For The 50 Years Together

Top ETF
Top leverage
Top Retail
Top Mid Cap
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Welcome Gifts (10 March – 10 Jun 2026)

Open An Account Welcome Gifts Campaign (10 Mar - 10 Jun 2026)

Start Your Investment Journey with Welcome Gifts

Unlock up to S$200 in Stock Coupons, Plus More Rewards!

TOTAL REWARDS VALUE Up to S$1,000 Open An Account

Start Trading CFDs Today

Get S$50 Cash & 0% Commission

Unlock the potential of CFD trading with our exclusive promotion! Trade US CFDs with 0 commission for 30 days and receive S$50 cash credits.

Open An Account

Let Your Investment Journey Begin with Confidence

Get Support From Our Equity Specialists, Research Analysts, and Join Our Vibrant Community of Investors Free Live Pricing & SGX Market Depth Stay ahead with real-time market data and comprehensive trading information at no cost 0% Sales Charge on Unit Trust Invest in unit trusts without any sales charges and maximize your returns 0 US Commission for 30 Days Trade US Stocks with 0 Commission for the first 30 days after Account Opening

How to Qualify for Rewards

Meet These Simple Requirements to Unlock Your Welcome Gift Rewards New to POEMS Be a New Customer to Phillip Securities Pte Ltd Opt into SMART Park Within 14 days of Account Opening Open Cash Plus Account Or Referred Cash Management Account

Unlock Bigger Rewards as You Invest More

Choose Your Funding Tier and Enjoy Attractive Stock Coupons to Boost Your Portfolio TIER 1

S$50

Total US/SG Stock Coupons

S$10 × 5 coupons

Fund within 14 days - S$3,000 Hold Periods - 30 Days Coupon Expiry - 90 Days TIER 2

S$200

Total US/SG Stock Coupons

S$20 × 10 coupons

Fund within 14 days - S$10,000 Hold Periods - 30 Days Coupon Expiry - 90 Days OPEN AN ACCOUNT

Get Up To S$200 Worth of Stock Coupons

0 US Commission for 30 days

Enjoy Free Live Pricing and SGX Market Depth

0% Sales Charge on Unit Trusts

Get Up To S$200 Worth of Stock Coupons

0 US Commission for 30 days

Enjoy Free Live Pricing and SGX Market Depth

0% Sales Charge on Unit Trust OPEN AN ACCOUNT

🚀 Take Your Trading Further with CFD

Ready to Explore More Ways to Trade? Activate Your CFD Account Today and Enjoy Additional Welcome Gift Rewards Designed to Maximise Your First 30 Days!

How to Qualify

1

2

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4

Opt-in to CFD
Reward : 0 US Equity CFD Commission for 30 days Fund at least S$3,000 within 14 days of CFD Account Opening Hold the funds for at least 30 days from Account Opening Execute at least 3 eligible CFD Trades within 60 days of Account Opening

🚀 Take Your Trading Further with CFD

Ready to Explore More Ways to Trade? Activate Your CFD Account Today and Enjoy Additional Welcome Gift Rewards Designed to Maximise Your First 30 Days!

1

Opt-in to CFD
Reward : 0 US Equity CFD Commission for 30 days

2

Fund at least S$3,000 within 14 days of CFD Account Opening

3

Hold the funds for at least 30 days from Account opening

4

Execute at least 3 eligible CFD Trades within 60 days of Account opening OPEN CFD ACCOUNT Calling All Young Investors Out There! Join POEMS & Enjoy Exclusive Benefits Designed Just for You! *Aged 18 to 25 Years Old 1. Open Your POEMS Account and Opt-in to SMART Park to Grow Your Idle Cash 2. Opt-in to Fractional Share & Enjoy your 5 Free Monthly Trades LEARN MORE 3. Open & Fund with SMART Portfolio to Enjoy a 6-months Fee Waiver LEARN MORE

Already A Customer? These Are For You

Thank You For The 50 Years Together

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Top Retail
Top Mid Cap
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Frequently Asked Questions

I am an existing Customer of Phillip Securities Pte Ltd (PSPL) and do not own a Cash Plus Account. Am I eligible for the Welcome Gifts if I open a new Cash Plus Account within the promotion period? No, only Customers who are new to PSPL and have opened a Cash Plus Account within the promotion period are eligible. When will I receive the Account Opening Rewards upon successful Account opening? The following rewards will be automatically activated upon successful account opening:
    1. 0% Sales Charge on Unit Trusts
    2. Free Live Prices for SGX & US (Asian Hours)
    3. SGX Enhanced Market Depth access
For the Zero US Commission Reward, it will be activated within 5 working days upon successful Account opening. You will receive an email notification once it has been activated. For Free Live Prices for US (NASDAQ, NYSE, AMEX), and US Options, you will be required to activate the feature on POEMS 2.0 Web and/or POEMS Mobile 3 App.
Will I be eligible for the Tier 1 Fund Reward if I make an initial deposit of S$1,000 and top up S$2,000 within 14 days from the Account opening date? Yes. You will be eligible to receive the Tier 1 Fund Reward if your combined deposits total at least S$3,000 within 14 days of Account Opening and provided that you also hold the funds for at least 30 days from the date of funding without withdrawal or transferring. When will I receive the Stock Coupons upon fulfilling the requirements? The Stock Coupons can be redeemed upon receiving the email notification and/or App notification. To receive your Stock Coupons, please login to the POEMS Mobile 3 App and navigate to ‘Me’ Tab > ‘Rewards’ to redeem and execute the eligible trade within the simulated time period as stated in the coupon.

Terms & Conditions

T&Cs for Welcome Gifts:
  1. Eligibility criteria:
    1. Customers who open a Cash Plus Account, opt-in to Excess Funds Management Facility (SMART Park), and are new to Phillip Securities Pte Ltd (“PSPL”) from 10 March 2026 to 10 June 2026.
    2. Customers who do not opt-in to Excess Funds Management Facility (SMART Park) within 14 days of Account Opening will not be eligible to receive the Welcome Gifts.
  2. Rewards:
    1. Account Opening:
      1. Zero US Commissions for 30 days
      2. 0% Sales Charge on Unit Trust
      3. Free Live Prices for SGX and US Asian Hours
      4. Free Live Prices for US (NASDAQ, NYSE, AMEX), MY (BURSA), TH (SET), and US Options for non-professionals. Please opt in here.
      5. Free SGX Enhanced Market Depth Access until 30 November 2026.
    2. Fund:
      1. Fund at least S$3,000 within 14 days of Account opening (“Initial Capital”) and hold the funds for at least 30 days to redeem
        • S$10 x 5 Stock Coupons
      2. Fund at least S$10,000 within 14 days of Account opening (“Initial Capital”) and hold the funds for at least 30 days to redeem
        • S$20 x 10 Stock Coupons
    3. Initial Capital must remain in the Account for at least 30 days. It can be used for BUY trades, but it cannot be withdrawn or transferred.
    4. The deposit must be fresh cash funds transferred from the Customer’s bank account, and does not include funds transferred within PSPL Accounts, cash dividends, sales proceeds or Account credit transactions.
    5. Customers must ensure that their Net Cumulative Deposit amount does not fall under S$3,000/S$10,000 to be eligible for the Fund Reward for the tier respectively.
    6. Net Cumulative Deposit refers to accumulated deposit amount, calculated from the day the Customers make and maintain their initial deposits for 30 days. Capital gains and losses are excluded.
    7. The calculation of Net Cumulative Deposit is done daily. All withdrawals made during the holding period will reduce the Customers’ daily Net Cumulative Deposit.
    8. Once the daily Net Cumulative Deposit falls below S$3,000, the Customer will no longer receive any Rewards. If the daily Net Cumulative Deposit falls below S$10,000 but remains at or above S$3,000, the Customer will only be eligible for Tier 1 Reward.
  3. Activation and Crediting of Rewards
      1. Account Opening Rewards:
        1. Zero US Commissions for 30 days
          1. Only applicable to ONLINE trades through POEMS’ suite of platforms.
          2. Exchange fee, other charges, and GST are payable by Customers.
          3. Eligible Customers will be awarded the Zero US Commission reward within 3 working days upon Account Opening.
          4. Customers will receive an email notification once the Zero US Commission has been activated on their Account.
          5. PSPL will not be liable to compensate for any commission charges incurred on US trades prior to the activation of the Zero Commission reward.
        2. 0% Sales Charge on Unit Trust will be granted upon Account opening.
        3. Free Live Prices for SGX and US Asian Hours will be granted upon Account opening.
        4. Free Live Prices for US (NASDAQ, NYSE, AMEX) and US Options for non-professionals.
          1. Login to POEMS 2.0 web > ‘Market Data & Rewards’ > ‘New Subscriptions’ > tick the boxes for the Live Prices > complete the subscriber agreement and submit > click ‘Submit New’ > Enter your password for confirmation.
          2. Login to POEMS Mobile 3 App > Me Tab > Market Data under Forms, section > Subscribe US (NASDAQ, NYSE, AMEX), MY (BURSA), TH (SET), HK (HKEX), and US Options
        5. Free subscription for SGX Enhanced Market Depth Access would be granted automatically.
      2. Tier 1 or 2 Fund Reward:
        1. Customers are required to download and login to POEMS Mobile 3 App within 30 days of Account Opening, in order to receive Tier 1 or 2 Fund Reward, once they have fulfilled the requirements.
        2. Customers must claim the Tier 1 or 2 Fund Reward and execute the eligible trade/s on POEMS Mobile 3 App within 90 days of becoming eligible. Failure to do so, will result in forfeiture of the Reward/s.
        3. The Coupon will expire 90 days from the date of issuance.
        4. Once redeemed, the Coupon cannot be reissued.
        5. Eligibility Criteria:
          1. BUY stocks only
          2. US and Singapore Markets only
          3. Cash trades only
          4. Online trades only
          5. A minimum contract value of US$100 / S$100
        6. This Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
        7. Once activated, the Coupon cannot be deactivated or reissued.
        8. This Coupon will be automatically applied to the first successful eligible trade executed, after activation and before its expiry.
        9. The rebate, up to the contract value, will be credited to the eligible Account within 5 working days following the successful eligible trade.
        10. 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.
        11. If multiple Stock Coupons are active, the one with the  nearest expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
        12. If the Customer holds multiple trading Accounts, the Account performing the first successful eligible trade will receive the rebate, regardless which Account the Coupon was activated in. For example, a Customer has two Accounts, Account A and Account B. The 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 rebate.
  4. This Promotion is not applicable to:
    1. Cash Account(s)
    2. Joint Account(s)
    3. PSPL institutional Customers and corporate Customers
    4. PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives.
  5. By redeeming this item, you acknowledge that you have read and consented to these Terms and Conditions.
  6. 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.
  7. 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.
  8. By redeeming this item from your Rewards page, you acknowledge that you have read and consented to these Terms and Conditions.
  9. Days refer to calendar days.
  10. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
    1. Customers who have any existing Accounts with PSPL
    2. Customers who have closed any Accounts with PSPL before
    3. Corporate Accounts and Joint Account holders
    4. All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
  11. This advertisement has not been reviewed by the Monetary Authority of Singapore.
CFD Terms & Conditions
  1. The Promotion will run from 10 March 2026 to 10 June 2026, both dates inclusive (“Promotion Period”).
  2. Customers who open a POEMS CFD Account (“Eligible Account”) during the promotion period, and do not have any existing POEMS CFD Account(s) with Phillip Securities Pte Ltd (“PSPL”)
  3. 0 Commission for US Equity CFD Trading Rewards
    • Eligible Accounts will be awarded 0 commission on US Equity CFD trades for 30 days.
    • Only applicable to ONLINE trades executed through POEMS’ suite of platforms. (Excluding POEMS CFD MT5)
    • Customers will receive an email notification once the 0 Commission for US Equity CFDs has been activated for their Account.
    • The 0 Commission for US Equity CFDs will be valid for 30 days from the date of activation.
    • PSPL will not be liable to compensate for any commission charges incurred on US equity CFD trades prior to the activation of the 0 Commission Reward.
    • Overnight financing charges and other prevailing charges are still applicable.
  4. Fund and Trade Reward
    • Eligible Account will need to make an initial deposit of S$3,000 or more within 14 days of Account opening (“Initial Capital”), hold the funds for at least 30 days, and execute at least 3 Eligible Trades within 60 days from Account opening (“Qualifying Trade Period”) to receive S$50 in Cash Credits.
    • An “Eligible Trade” refers to any CFD trade that is not a liquidation trade.
    • Only applicable to ONLINE trades executed through POEMS’ suite of platforms (Excluding POEMS CFD MT5)
    • Initial Capital must remain in the CFD Account for at least 30 days. It can be used for trading but cannot be withdrawn or transferred.
    • Amalgamated trades (BUY and Sell trades of the same counter for the same market done on the same trading day) are considered as one trade.
    • Your Account must have more than S$0 by the end of the 60 days after Account opening.
    • If you have more than one Account, only the Account with most Eligible Trades will be eligible for the Reward.
    • The Cash Credit will be posted to your Account within 60 days after the end of the Qualifying Trade Period. The Fund & Trade Reward is limited to the first 1,000 Eligible Accounts who meet the funding and trading criteria.
  5. The following Customers are NOT eligible to participate in this promotion unless approved by the management of PSPL:
    1. Customers who have any existing CFD Accounts with PSPL.
    2. Customers who have closed any CFD Accounts with PSPL before.
    3. Corporate Accounts and Joint Account holders. All employees of PSPL and its associated entities, subsidiaries and partners (e.g. trading representatives, financial advisor representatives, other contractual representatives etc.) and their immediate families (e.g. spouse and children).
  6. 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 Reward. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  7. Days refer to calendar days.
  8. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add 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.
  9. This promotion is intended for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the product mentioned. It does not have any regard to your specific investment objectives, financial situation or particular needs. Investments are subject to investment risks. The risk of loss in leveraged trading can be substantial and you could lose in excess of your initial funds. This product may not be suitable for clients whose investment objective is preservation of capital and/or whose risk tolerance is low. You may wish to obtain advice from a financial adviser before investing in any investment products. You are advised to read the trading account Terms & Conditions and Risk Disclosure Statement (available online at www.phillipcfd.com) before trading in this product.
  10. This advertisement has not been reviewed by the Monetary Authority of Singapore.
  11. By taking part in this promotion, the participant acknowledges that he / she has read and consented to these Terms & Conditions, and Disclaimers.

DLC & SW No Min Com

Trade Daily Leverage Certificates (DLC) & Structured Warrants with

No Minimum Commission

From 2 March 2026

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.

Why Trade DLCs?

Leverage up to 7 times the daily performance of an underlying index
Leverage up to 7 times the daily performance of an underlying index
Flexibility to trade both rising and falling markets
Flexibility to trade both rising and falling markets
Low capital outlay and loss is limited to invested amount
Low capital outlay and loss is limited to invested amount
No margins. No implied volatility impact. No time decay impact
No margins. No implied volatility impact. No time decay impact
Transparent pricing due to tradability of the products on exchange
Transparent pricing due to tradability of the products on exchange

What is a Structured Warrant?

Similar to options, warrants give the holder the right but not the obligation to purchase securities from the issuer at a specific price within a certain time frame. Warrants are a form of derivative – that is, they derive their value from another underlying/reference instrument. These instruments are usually shares and ETFs.

Warrants as financial instruments evolved over time and expanded their ranges, making it harder to specifically define characteristics of all warrants. But one thing for sure is that warrants cover a wide spectrum of risk-return profiles and have diverse investment objectives to meet.

Why Trade Structured Warrants?

diverse icon
Diverse market access as some index and basket warrants give investors exposure to a sector or a market, eliminating the need to trade individual stocks in a market portfolio.
Low capital outlay and loss is limited to invested amount
Low capital outlay with leverage as well as limited loss
No margins. No implied volatility impact. No time decay impact
No margin call
Transparent pricing due to tradability of the products on exchange
Transparent pricing due to tradability of the products on exchange

Your Potential Savings At A Glance

Example 1: Customer invests S$3,000 in a DLC that has a price of $1.00 per share.
Cash Management Account Cash Plus Account
Before 02/03/2026* Now
SGX-listed DLC traded price S$1.00 S$1.00 S$1.00
Quantity Purchased 3,000 units 3,000 units 3,000 units
Gross Amount S$3,000 S$3,000 S$3,000
Commission S$25 (Fees calculated at 0.28% or minimum S$25, for Cash Management Account with contract value below S$50,000) S$8.40 (0.28% x $3,000) (Fees calculated at 0.28%, for Cash Management Account with contract value below S$50,000) S$2.40 (0.08% x $3,000) (Fees calculated at 0.08%, for Cash Plus Account: Starter tier)
Commission Saved S$16.60
Example 2: A customer invests S$300 in a Structured Warrant priced at S$0.10 per share.
Cash Management Account Cash Plus Account
Before 02/03/2026* Now
SGX-listed Structured Warrants traded price S$0.10 S$0.10 S$0.10
Quantity Purchased 3,000 units 3,000 units 3,000 units
Gross Amount S$300 S$300 S$300
Commission S$25 (Fees calculated at 0.28% or minimum S$25, for Cash Management Account with contract value below S$50,000) S$0.84 (0.28% x S$300) (Fees calculated at 0.28%, for Cash Management Account with contract value below S$50,000) S$0.24 (0.08% x $300) (Fees calculated at 0.08%, for Cash Plus Account: Starter tier)
Commission Saved S$24.16

*Online commission shown does not include any promotional discounts.

Note: The above examples do not include Exchange Fee and GST.

For pricing of other account types, please refer here.

Don't have an Account yet?

Open an Account Now

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

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/UBS AG?

You can identify the Issuer by the name of the DLC. Let’s use the counter Tencent for example. One of the Tencent DLCs issued by Societe Generale is Tencent 5xLongSG270930.

PSJW Counter Code
Tencent (0700.HK)  Underlying
5x  Leverage Factor
Long  Long/Short
SG  Issuer (SG = Societe Generale)
270930  Expiry Date (YYMMDD)

As for DLCs issued by UBS AG, the name of the DLC will include ‘UB’ instead of ‘SG’. For example, a Tencent DLC issued by UBS AG is Tencent 5xLongUB270831.

8ZJW  Counter Code
Tencent (0700.HK)  Underlying
5x  Leverage Factor
Long  Long/Short
UB  Issuer (UB = UBS AG)
270831  Expiry Date (YYMMDD)
Does this promotion apply to existing Customers?

Yes, this promotion is open to new and existing Customers of Phillip Securities Pte Ltd (“PSPL”).

Terms & Conditions

T&Cs for “No Minimum Commission for Daily Leverage Certificates (DLC) and Structured Warrants”

1. No Minimum Commission rates for Daily Leverage Certificates (“DLCs”) and Structured Warrants are applicable for all POEMS Trading Accounts from 2 March 2026 onwards. For standard rates, please refer to the respective account pricing.

2. This promotion is open to new and existing Customers of Phillip Securities Pte Ltd (“PSPL”).

3. Eligibility Criteria for the promotion:

4. The following persons are not eligible to participate in those promotions unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):

5. 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.

6. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.

7. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.

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

SDR Active Traders Campaign

Earn Up To S$300 Monthly
When You Trade
Singapore Depository Receipts!

The more you trade, the more you earn!

Earn Up To S$300 Monthly When You Trade Singapore Depository Receipts!

Get Rewarded Up to S$300 Cash Credits For Active Traders!

From 2 Mar 2026 to 30 Apr 2026

From 2 Mar 2026 to 30 Apr 2026

Monthly Traded Incentives

For a limited time, be rewarded with Cash Credits when you hit the qualifying trading tiers!

For a limited time, be rewarded with Cash Credits when you hit the qualifying trading tiers!

Monthly Traded Incentives for Active Traders
Monthly Traded Value (S$) Cash Credit (S$)
>S$500,000 – S$750,000 S$100
>S$750,000 – S$1,000,000 S$150
>S$1,000,000 – S$1,500,000 S$200
>S$1,500,000 S$300
Monthly Traded Value (S$) Cash Credit (S$)
S$500,000 – S$750,000 S$100
S$750,001 – S$1,000,000 S$150
S$1,000,001 – S$1,500,000 S$200
S$1,500,001 and above S$300

Eligibility

TRADE NOW

Claim your S$10 SDR Coupon on POEMS Mobile 3 App Rewards

Valid to redeem and trade from now till 31 Jul 2026

Claim your S$10 SDR Coupon on POEMS Mobile 3 App Rewards​

Valid to redeem and trade from now till 31 Jul 2026

Eligibility

Scan the QR Code to Redeem the S$10 SDR Coupon!

REDEEM NOW

Frequently Asked Questions

Am I required to register first before I participate in the Monthly Traded Value Incentives promotion? 

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

Can the Monthly Traded Value in excess of S$1.5 million be carried forward to the next month?

No, the cumulative traded value in excess of S$1.5 million cannot be rolled over to the next month.

When will the Cash Credits be credited into my account?

Eligible participants will receive the Cash Credit into their Account within 30 days following the end of the respective month.

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.

Which account types are not eligible for this promotion?

Terms & Conditions

T&Cs
  1. This promotion is valid from 2 March 2026 to 30 April 2026, and is open to new and existing Customers and Trading Representatives of Phillip Securities Pte Ltd (“PSPL”). 
  2. Promotion Details:
    • Monthly Traded Incentive Promotion:
      • Receive the corresponding amount of Cash Credits for the respective tier of Monthly Traded Value met for that month:
        • Tiers:
          Monthly Traded Value (S$)Cash Credit (S$)
          S$500,000 – S$750,000S$100
          S$750,001 – S$1,000,000S$150
          S$1,000,001 – S$1,500,000S$200
          S$1,500,001 and aboveS$300
        • Eligibility:
          • Only trades in SDR (Singapore Depositary Receipts) listed on SGX are eligible
          • Online and offline trades qualify
          • Cash Trade only
          • Both Buy and Sell trades are applicable
          • The Monthly Traded Value is the cumulative amount for that month
        • Crediting of Rewards:
          • Eligible participants will receive the Cash Credit into their Account within 30 days following the end of the respective month.
    • S$10 SDR Coupon:
  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 participating in this campaign, 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.  

LionGlobal Singapore Physical Gold ETF

LionGlobal Singapore Physical Gold ETF

Initial Offering Period (IOP): 6 to 19 March 2026

Invest Now

Receive Up to S$600 in Cash Credits + a 1g Gold Bar!

About the LionGlobal Singapore Physical Gold ETF

The Fund seeks to track as closely as possible, before fees and expenses (including, but not limited to, hedging costs where applicable), the performance of the LBMA Gold Price* AM. The Fund invests at least 90% of its assets in physical gold.

*LBMA GOLD PRICE IS A TRADEMARK OF PRECIOUS METALS PRICES LIMITED, LICENSED TO ICE BENCHMARK ADMINISTRATION LIMITED (IBA) AS THE ADMINISTRATOR OF THE LBMA GOLD PRICE, AND IS USED BY LION GLOBAL INVESTORS LIMITED WITH PERMISSION UNDER LICENCE FROM IBA.
**Refers to ETF USD Class which is tradable in both SGD and USD on SGX.
^LBMA (LONDON BULLION MARKETS ASSOCIATION) IS THE GLOBAL TRADE ASSOCIATION THAT SETS INTERNATIONAL STANDARDS FOR GOLD BULLION.

Comparison with Other Gold Investments

Gold investments are accessible through various avenues, including tangible assets and synthetic derivatives. When investing in physical gold, however, the safe custody of the underlying asset remains a key consideration for investors.

The comparison table below outlines the key structural differences across selected gold investment options, including domicile, underlying exposure, custody arrangements and insurance coverage.

Source: Various prospectuses, as at 31 January 2026.
*Refers to ETF USD Class which is tradable in both SGD and USD on SGX.

Long-term Store Of Value

Beyond short-term volatility, gold has historically appreciated against fiat currencies over the long term. As a result, it has often served as a long-term store of value and a diversifier against fiat currency risk.

The charts below illustrate gold’s performance in USD terms and its relationship with the USD Index over time, highlighting its role in preserving value across market cycles.

Sources: Bloomberg, as at 31 January 2026, in USD terms.

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, terms, and conditions before subscribing to the financial product.
  4. Applications close at 5pm on Thu, 19 March 2026.
  5. Ensure that sufficient funds are available in your POEMS account to complete the application by the deadline.
Pitch Book Prospectus IOP Subscription Details
IOP Subscription Details
Subscription Period6 March 2026 to 19 March 2026
Listing Date26 March 2026
Subscription PriceUSD 5.0000 per unit
Minimum Quantity100 units
Commission FeesZero Commission
Trading CurrencySGD, USD
AllotmentFull Allotment
Key Information

 

Key Information
ETF NameLionGlobal Singapore Physical Gold ETF
Reference BenchmarkLBMA Gold Price AM
Issue PriceUSD 5.0000 per unit
Initial Offer Period (IOP)6 Mar 2026 to 19 Mar 2026
Listing Date26 March 2026
Base CurrencyUSD
Trading CurrencySGD, USD
SGX CodeGLS (SGD) , GLU (USD)
Trading Board Lot Size1 Unit
Management Fee0.39% p.a.
Classification StatusExcluded Investment Product
Terms and Conditions for Initial Offer Period for LionGlobal Singapore Physical Gold ETF
  1. The subscription period for LionGlobal Singapore Physical Gold ETF (“ETF”) is from 6 March 2026, Friday at 9am to 19 March 2026, Thursday at 5pm.
  2. The online subscription will close on 19 March 2026 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. Only one application is allowed per Account. 
  5. Each ETF unit is priced at US$5, and the Client shall be required to make a minimum investment of US$500 in the Units of the Fund, with an incremental order size of 100 units.
  6. There are zero commission fees. 
  7. The total amount payable is denominated in USD. The settlement currency will be in USD. 
  8. Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 19 March 2026 at 5pm.
  9. Applications will be rejected if the Account does not have or reflect sufficient funds after 19 March 2026 at 5pm. 
  10. ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 19 March 2026.
  11. Customers will receive the full allotment of the number of ETF units that they subscribe to. 
  12. Customers can start trading the ETF units when the ETF is listed on SGX on 26 March 2026 at 9am. 
  13. 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. 
  14. 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. 
  15. 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 will be entitled to receive a S$12 cash credit for every US$5,000 subscribed into the LionGlobal Singapore Physical Gold ETF, provided that they hold their subscription from 26 March 2026, the listing date of the fund, to 30 April 2026 (the Minimum Holding Period).
  2. The Campaign Period runs from 6 March 2026, Fri at 9.00am to 19 March 2026,  Thu at 5.00pm.
  3. The Cash Credit is capped at S$600 per POEMS account.
  4. The Cash Credit is to be provided to the first 400 eligible clients of PSPL who invest in the ETF during the IOP.
  5. The Cash Credit will be credited to your account within one month after the holding period.
  6. The first 20 customers who subscribe for a minimum of US$250,000 into the LionGlobal Singapore Physical Gold ETF between 6 March 2026 at 9.00am and 19 March 2026 at 5.00pm (the “IOP Period”) and hold their subscription until 30 June 2026 will be entitled to receive one (1) 1g gold bar.
  7. The subscription must be successfully allotted and fully paid during the Initial Offer Period (IOP).
  8. Entitlement will be determined based on the time and date of successful subscription and allotment, as recorded by the issuer. The issuer’s decision shall be final and binding.
  9. Each customer is entitled to one (1) 1g gold bar only. If the Customer holds multiple trading Accounts, the Account that performs the first successful eligible trade will be eligible to receive the 1g gold bar. For example: Customer has Account A and Account B. Account A subscribe US$250,000 ETF during the IOP and later trades in Account B, only Account A will receive the 1g gold bar.
  10. Eligible customers will be notified via email or phone within one month after the end of the holding period (30 June 2026).
  11. 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)
    – PSPL institutional Customers and corporate Customers
  12. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to:

    • (i) Amend, add, or delete any 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
    • (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.
  13. In the event of a dispute regarding a client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obligated to give any reasons on any matter concerning the Promotion, and no correspondence or claims will be entertained.
  14. By taking part in this promotion, the customer acknowledges that he/she has read, understood, and consented to these Terms & Conditions.

Events Lineup

Beyond the Sparkle: Gold as a Strategic Anchor

6 Mar, Fri 2026 07:00 PM - 08:00 PM

Mr Ong Xun Xiang | Head of ETFs | Lion Global Investors

SGX Centre 1, 2 Shenton Way #02-02 Singapore, 068804

Beyond the Sparkle: Gold as a Strategic Anchor

6 Mar, Fri 2026 07:00 PM - 08:00 PM

Mr Ong Xun Xiang | Head of ETFs | Lion Global Investors

Zoom

Beyond the Sparkle: Gold as a Strategic Anchor

13 Mar, Fri 2026 12:00 PM - 01:00 PM

Mr Ong Xun Xiang | Head of ETFs | Lion Global Investors

Zoom

EQDP

EQUITY MARKET DEVELOPMENT PROGRAMME

POWERED BY THE MONETARY AUTHORITY OF SINGAPORE (MAS)

Powering the Next Chapter of Singapore’s Growth


The Monetary Authority of Singapore (MAS) has introduced a S$5 billion equity market development programme (EQDP) to accelerate the growth of selected funds and quality stocks within Singapore’s capital markets. This forward-looking initiative reinforces Singapore’s position as a leading financial hub while fostering long-term value creation for investors.

Discover investment opportunities aligned with national growth priorities and supported by strong market fundamentals. Learn how selected funds and stocks are positioned to benefit from this initiative and uncover potential pathways for portfolio growth.

Stock Selection Fund Selection Stock Selection
Name DatePerformance YTDRating
17Live13-Oct-2025S$1.45Buy
CNMC Goldmine Holdings 3-Oct-2025S$1.34BUY
Prime US REIT 29-Sep-2025US$0.30BUY
Soilbuild Construction29-Sep-2025S$3.41BUY
Telechoice International Ltd29-Sep-2025S$0.215BUY
Geo Energy Resources Ltd26-Sep-2025S$0.59BUY
Zixin Group Holdings Ltd22-Sep-2025S$0.06BUY
Centurion Corporation Ltd15-Sep-2025S$2.01ACCUMULATE
SIA Engineering15-Sep-2025S$3.83BUY
LHN Ltd11-Sep-2025S$1.13BUY
Thomson Medical Group3-Sep-2025S$0.074BUY
Pacific Radiance Ltd27-Aug-2025S$0.098BUY
Hyphens Pharma25-Aug-2025S$0.4BUY
Thakral Corporation25-Aug-2025S$2.12BUY
Wee Hur Holdings25-Aug-2025S$0.9BUY
BRC Asia22-Aug-2025S$4.1ACCUMULATE
StarHub21-Aug-2025S$1.08NEUTRAL
Frencken Group Ltd20-Aug-2025S$1.76BUY
Q&M Dental20-Aug-2025S$0.55BUY
HRnetGroup19-Aug-2025S$0.78ACCUMULATE
China Aviation Oil18-Aug-2025S$1.5BUY
Pan-United18-Aug-25S$1.34BUY
Stoneweg Europe Stapled Trust18-Aug-20251.86BUY
ComfortDelGro15-Aug-2025S$1.68ACCUMULATE
Sasseur REIT15-Aug-2025S$0.78BUY
PropNex13-Aug-2025S$2.02BUY
Ever Glory United Holdings12-Aug-2025S$0.81BUY
Lendlease Global Comm. REIT6-Aug-2025S$0.7BUY
Oiltek International Ltd4-Aug-2025S$1.18BUY
Elite UK REIT1-Aug-2025 £0.39BUY
First REIT1-Aug-2025S$0.31BUY
Sheng Siong1-Aug-2025S$2.3ACCUMULATE
CapitaLand Ascott Trust31-Jul-2025S$1.05BUY
Far East Hospitality Trust31-Jul-2025S$0.7BUY
Raffles Medical Group31-Jul-2025S$1.02NEUTRAL
Suntec REIT 28-Jul-2025S$1.36BUY
OUE REIT25-Jul-2025S$0.4BUY
Valuetronics9-Jun-2025S$0.785ACCUMULATE
NetLink NBN Trust19-May-2025S$0.87NEUTRAL
Fund Selection
Name Inception DatePerformance YTDFactSheet

Fullerton Singapore Value-Up Fd Cl I SGD Acc

Fullerton Singapore Value-Up Fd Cl I SGD Acc

Fund Code : 543020

2-OCT-2025
Fullerton Singapore Value-Up Fd CI A SGD Acc
Fullerton Singapore Value-Up Fd CI A SGD AccFund code : 543019
2-OCT-2025Details

Why Choose POEMS?

Enjoy 0% Fees Permanently on Unit Trusts

Invest with confidence—no sales charges, ever. CPF & SRS options available for added flexibility.

CDP-Linked Account for Seamless Investing

Direct settlement through your CDP account for convenience and security.y.

Expert Insights at Your Fingertips


Access research reports, actionable recommendations, and exclusive webinars to make informed decisions.

Personalised Guidance from Specialists

Our Equity and Investment Specialists are ready to support you—wherever and whenever you need.

Interested but not a POEMS User yet?

OPEN AN ACCOUNT WITH US

Webinar

online

Weekly Market Call – Phillip Securities Research

19 Jan, Mon 2026 11:00 AM - 12:00 PM

Zoom

online

Live Weekly Technical Analysis on Stocks

19 Jan, Mon 2026 08:00 PM - 09:15 PM

Mr. Zane Aw Yu Xuan | Research Analyst | Phillip Securities Research Pte Ltd

Zoom

in-person

Investing your SRS in a Low Interest Rate Environment

20 Jan, Tue 2026 06:00 PM - 07:00 PM

Mr.John Chang | Relationship Manager | Phillip Securities Pte Ltd

Phillip Investor Centre @ Ang Mo Kio

See More

Already A Customer? These Are For You

FAQ

What is the Equity Market Development Programme (EQDP)?

The Equity Market Development Programme (EQDP) is a S$5 billion market initiative introduced by the Monetary Authority of Singapore (MAS) to encourage greater participation by professional fund managers in Singapore-listed equities. Capital is deployed through selected investment strategies with meaningful exposure to Singapore equities, contributing to broader market activity and depth.

How is POEMS by PhillipCapital related to EQDP?

POEMS by PhillipCapital provides investors with access to a wide range of stocks and unit trusts that operate within the broader market environment shaped by initiatives such as EQDP as well as research and educational contents. Through POEMS, investors can explore investment opportunities that participate in Singapore’s equity market ecosystem.

What types of investments are available on POEMS in relation to EQDP?

On POEMS, investors can access Singapore-listed stocks, unit trusts, managed accounts, and actively managed personalised portfolio. Some of these investments may be managed by asset managers whose strategies are aligned with the objectives of EQDP or operate within the EQDP market framework.

Does EQDP invest directly into specific stocks?

EQDP capital is typically deployed through professional fund managers rather than invested directly into individual stocks. These managers invest based on their own mandates, research, and investment strategies across a range of Singapore-listed companies.

How do unit trusts and funds fit into EQDP?

Unit trusts and equity funds are key channels through which EQDP capital is deployed. These actively managed strategies have substantial exposure to Singapore equities, allowing investors to gain indirect exposure to the broader market developments associated with EQDP through selected funds available on POEMS.

Are EQDP-related investments suitable for all investors?

Suitability depends on individual financial goals, risk tolerance, and investment horizon. Stocks and equity funds are subject to market fluctuations. Investors should review product information carefully and consider whether an investment aligns with their personal objectives.

Does investing through POEMS mean my investment is endorsed or guaranteed by MAS?

No. Investments available on POEMS are not endorsed, guaranteed, or supported by MAS. While certain funds or stocks may operate within the broader EQDP market environment, investment outcomes depend on market conditions and fund management decisions.

How can investors identify relevant stocks or funds on POEMS?

POEMS provides access to research tools, product information, and market insights to help investors explore available investment options. Investors may also consult their investment specialists or financial advisors for guidance.

Why consider investments aligned with the EQDP market framework?

EQDP represents a long-term market development effort that supports institutional participation and active management within Singapore equities. For investors, this creates an environment where selected stocks and funds may benefit from sustained professional market engagement.

How do I get started on POEMS?

You can download POEMS Mobile 3 to explore available stocks, unit trusts, and more. Detailed product information, prospectuses, and research materials are available on the platform to support informed investment decisions. 
You can also open a POEMS Account with connect with our Equity Specialists and Investment Specialists for personalised guidance.

Compliance Clarification: EQDP is a market initiative introduced by the Monetary Authority of Singapore (MAS). Investments available on POEMS by PhillipCapital are not endorsed, guaranteed, or supported by MAS and are subject to market risks.

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Disclaimer

This advertisement is intended for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell any investment products mentioned herein. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs.
Investments are subject to investment risks including the possible loss of the principal amount invested. The value of any investments and the income from them may fall as well as rise. The risk of loss in leveraged trading can be substantial and you could lose in excess of your initial funds.
You may wish to obtain advice from a financial adviser before investing in any investment products mentioned herein. In the event that you choose not to obtain advice from a financial adviser, you should consider whether the investment product is suitable for you. You are advised to read the trading account Terms & Conditions and Risk Disclosure Statement (available online at www.poems.com.sg) before trading in investment products.

This is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment product mentioned. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.

Investments are subject to investment risks including the possible loss of the principal amount invested. Unit trusts distributed by Phillip Securities Pte Ltd (“PSPL”) are not obligations of, deposits in, or guaranteed by, PSPL or any of its affiliates.

The value of the units in any fund and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in this publication are not necessarily indicative of future or likely performance of any unit trust. You should read the prospectus and product highlights sheet before deciding to subscribe for units in the respective fund. A copy of the prospectus can be obtained from the issuer or PSPL, or online at https://www.poems.com.sg/fund-finder/phillip-money-market-fund-534010/

You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement.

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

SBP AMOVA Promotion

Subscribe to Amova ETFs via the Share Builders Plan and receive Cash Back with *T&Cs.


*Please read the full Terms & Conditions for the promotion below:

Cash Back Details

The promotion is limited to the first 50 SBP accounts. Eligible customers who invest a minimum of S$300 per month in selected Amova ETFs via GIRO for two consecutive months will receive S$30 cashback*, credited to their Share Builders Plan (SBP) Ledger, subject to a maximum cashback cap of S$150.

FAQ

1. What is the SBP Cash Back promotion?

The SBP Cash Back Promotion allows eligible customers to receive S$30 Cash Back for every S$300 fresh funds invested per month in any eligible counter for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.

2. What is the maximum Cash Back for each POEMS account?

The maximum Cash Back per SBP account is S$150.

3. How much Cash Back with every S$300 investment amount?

You will receive S$30 cashback after successfully completing the two consecutive months of subscription via GIRO and cap on S$150.

4. If I invest in ABF SG BOND ETF with S$900 per month for 2 consecutive months subscription, will I receive S$90 Cash Back?

Yes

MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
Jan 2026ABF SG BOND ETFS$9002 consecutive monthsS$90
Feb 2026ABF SG BOND ETFS$900

*This example should not be considered as financial advice.

5. Am I eligible for the cashback if I subscribe to any eligible counters with a total of S$300 (e.g., Counter A: S$100, Counter B: S$200) over two consecutive months via GIRO, even if I do not subscribe S$300 for each eligible counter per account?

Yes, you are eligible for the cashback because it is granted with every S$300 invested. Please refer to the example below

MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
January 2026ABF SG BOND ETFS$200Two consecutive monthsS$30
Amova SGD IGBOND ETFS$100
February 2026ABF SG BOND ETFS$200
Amova SGD IGBOND ETFS$100

*This example should not be considered as financial advice.

6. What are the eligible counters for this cashback promotion?

There are two eligible counters:

7. How do I get the maximum Cash Back of S$150?

To receive the maximum cashback, you must subscribe to any eligible counter with an investment of S$1,500 per month for two consecutive months via GIRO.

8. What happens if my GIRO deduction fails once during the two-month subscription period?

You will not be eligible for the promotion. The investment must be continuous for two months via Giro. Any missed or delayed payments will result in disqualification.

9. Can I change my investment to a different eligible counter during the promotion period? Eg. I invest in Amova SGD IGBOND ETF with S$300 in the beginning and change to ABF SG BOND ETF subsequently?

A: No, your investment will not qualify for the promotion.

MonthInvestment counterInvestment Period S$Cash Back
Jan 2026Amova SGD IGBOND ETF300S$0
Feb 2026ABF SG BOND ETF300
10. Can I change the investment amount for the eligible counter during the 2 consecutive months subscription?

Yes, customers can increase and decrease their investment amount but if you reduce your investment during the two-month GIRO subscription period, you will not qualify for the promotion. (Refer to illustration A below)
The cashback is calculated based on your first month’s investment amount. For example, if you invest S$300 in the first month, then S$600 in the second month, your cashback will still be S$30. (Refer to illustration B below)

illustration A

MonthInvestment counterInvestment Period S$Cash Back
Jan 2026ABF SG BOND ETF600S$0
Feb 2026ABF SG BOND ETF300

customers can decrease their investment amount but if you reduce your investment amount during the two-month GIRO subscription period, you will not qualify for the promotion.

illustration B

MonthInvestment counterInvestment Period S$Cash Back
Jan 2026ABF SG BOND ETF300S$30
Feb 2026ABF SG BOND ETF600

customers can increase their investment amount. The cashback is based on your first month’s investment. For example, if you invest S$300 in the first month, then S$600 in the second month, your cashback will still be S$30.

11. What is an example of 2 consecutive months subscription with GIRO?

 

MonthInvestment counterInvestment Period S$
Jan 2026ABF SG BOND ETF300
Feb 2026ABF SG BOND ETF300
12. When can I receive the Cash Back?

The Cashback will be credited to your SBP account ledger approximately 30 working days from the end of your consecutive 2-month subscription period with GIRO.

13. If I apply for the SBP application during the promotion period but only submit the GIRO application after the promotion period, am I eligible?

No. To qualify for this promotion, both the SBP online application and the GIRO application (apply by eGIRO) must be submitted within the promotion period and successfully processed/approved. The SBP online application and GIRO application must be completed within the promotion period to be eligible.

14. Is GIRO the only payment method for this promotion?

Yes

15. May I submit GIRO via paper form or e-GIRO to qualify for the promotion?

To be eligible for this promotion, clients must submit e-GIRO. Paper GIRO (physical form) submissions are not accepted during the promotion period.

16. If my SBP account was suspended in the past six months and re-activated during the promotion period, will my funds be considered as Fresh Funds?

No

17. If my SBP account is terminated during the promotion period and I reapply during the promotion period, will I still be eligible for the promotion?

No

18. Do I qualify for the promotion if I change my subscription to another eligible counter from an existing eligible counter?

No, change of investment instructions between any eligible Amova ETF to another eligible counter will not be considered as fresh funds, and will not qualify for the Cash Back.

How to Participate

To qualify for the cash back, simply complete these steps:

  1. Sign up for the Share Builders Plan (SBP)

    How do I sign up for the Share Builders Plan?

    If you have yet to open a POEMS Account, open one here.

    If you are an existing POEMS Account holder, simply follow these instructions:

    Online Application Submission

    1. POEMS Mobile 3 App:
    2. Log in to your POEMS Account
    3. Navigate to Trade > RSP > Share Builders Plan > Apply

    4. POEMS Website:
    5. Subscribe via this link

    Step 2: Set Up eGIRO for Recurring Investments

    Apply e-GIRO:

    1. POEMS Mobile 3 App:
      1. Log in to your POEMS Account
      2. Tap on the “Me” tab > eGIRO > Select SBP (Account no.) > Choose Bank > Apply
    2. POEMS Website:
      1. Log in to your POEMS Account
      2. Go to Acc Mgmt > Online Forms > Account Application > GIRO > Select SBP (Account no.) > Choose Bank > Apply
  2. Payment

    Eligibility
    Based on successful GIRO deduction (regardless of whether GIRO was set up via paper or eGIRO).

    Submission
    All new GIRO setups and GIRO updates must be done via eGIRO through POEMS during promotion period.

  3. Invest a minimum of S$300* per month in any of the eligible ETFs for two consecutive months with successful GIRO deduction to qualify for the S$30 cash back*

    Eligibility Criteria

    1. Existing SBP Customers:
      • Customers who are already subscribed to any of the Amova eligible counters will only qualify for the cash back when investing an additional S$300 or more in fresh funds* in these counters; for two consecutive months with successful GIRO deduction.
      • Customers who are not yet subscribed to any Amova eligible counters will qualify for the cash back after subscribing to at least S$300 per month in any of the eligible counters; for two consecutive months with successful GIRO deduction.

    *Change of investment instructions between the Amova selected counters will not be considered as fresh funds and thus, not be eligible for the promotion.

    Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

    1. New SBP Customers:
      • Customers who are new to SBP will qualify for the cash back after subscribing and investing at least S$300 per month into any of the Amova eligible counters; for two consecutive months with successful GIRO deduction.

SBP Counters Eligible for the promotion:

S/NCounter NameCounter Name on Website
1ABF Singapore Bond Index FundABF SG BOND ETF
2Amova SGD IG CORP BOND ETFAmova SGD IGBOND ETF

 

* Counters not listed above will not be eligible for the promotion

Example 1:

MonthInvestment counterCounter Name on Website
1ABF Singapore Bond Index FundABF SG BOND ETF
2Amova SGD IG CORP BOND ETFAmova SGD IGBOND ETF

*This example should not be considered as financial advice.

Example 2:

MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
January 2026Amova SGD IGBOND ETFS$300Two consecutive monthsS$30
February 2026Amova SGD IGBOND ETFS$300

*This example should not be considered as financial advice.

Example 3:

MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
January 2026ABF SG BOND ETFS$200Two consecutive monthsS$30
Amova SGD IGBOND ETFS$100
February 2026ABF SG BOND ETFS$200
Amova SGD IGBOND ETFS$100

* This example should not be considered as financial advice.

Example 4:

MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
January 2026ABF SG BOND ETFS$100Two consecutive monthsS$30
Amova SGD IGBOND ETFS$200
February 2026ABF SG BOND ETFS$100
Amova SGD IGBOND ETFS$200

* This example should not be considered as financial advice.

 

 

Period of PromotionT&CsInvestment PeriodCash BackEligible Counters
06 January 2026 –
31 March 2026
New to SBP
S$300 Subscription into any of the Amova eligible counters for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.
Existing SBP Customers
S$300 of fresh funds* into the Amova eligible counters for two consecutives
months with successful GIRO deduction, provided the investment amount is not reduced during this period.
Two
consecutive months subscription

Get S$30 cash back for 2 consecutive S$300 monthly subscription into any of the eligible counters during the promotion period.

Eligible customer is allowed a maximum cash back of S$150 for each SBP account during the promotion period.

  1. ABF SG Bond ETF
  2.  Amova SGD IGBOND ETF

*Change of investment instructions between the Amova selected counters will not be considered as fresh funds; and will not be eligible for the promotion.

Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

Eligible Customer: Eligible for the promotion

You’re all set to participate in this Promotion!

Terms and Conditions

  1. The SBP x Amova – Cash Back Promotion (“Promotion”) is valid from 06 January 2026 (0000 hrs.) to 31 March 2026 (2359 hrs.) (“Promotion Period”), both dates inclusive.
  2.  How to sign up for the Share Builders Plan?Complete the following two steps: Submit an online application
      1. If you do not have a POEMS account, you can open one here.
      2. If you already have a POEMS account, follow these steps:
        1. POEMS Mobile 3 App:
          1. Log in to your POEMS Account
          2. Go to Trade > RSP > Share Builders Plan > Apply
        2. POEMS Website:
          1. Subscribe via this here

    Apply e-GIRO:

    1. POEMS Mobile 3 App:
      1. Log in to your POEMS Account
      2. Tap on “Me” tab > eGIRO > Select SBP (Account no.) > Choose the Bank>Apply
    2. POEMS Website:
      1. Log in to your POEMS Account
      2. Acc Mgmt > Online Forms > Account Application>GIRO>Select SBP (Account no.) > Choose the Bank>Apply
  3. PaymentEligibility
    Based on successful GIRO deduction (regardless of whether GIRO was set up via paper or eGIRO).GIRO Submission
    All new GIRO setups and GIRO updates must be done via eGIRO through POEMS during promotion period.
  4. Only SBP Online Applications and eGIRO submissions received within the Promotion Period will be eligible. Any applications received after the Promotion Period or submitted through channels not specified above will not be considered. Any correspondence on missing and/or delayed submissions shall not be entertained.
  5. Eligible Counters for the Promotion:a) ABF SG Bond ETF
    b) Amova SGD IGBOND ETF
  6. Investment Amount Amendment6.1 During the Promotion Period, customers may increase or decrease their investment amount.6.2 Notwithstanding Clause 6.1, if a customer reduces their investment amount at any time during the two (2)-month GIRO subscription period, the customer will be disqualified from the Promotion and will not be eligible to receive any cashback under the Promotion (see Illustration A).Illustration A
    MonthInvestment CounterInvestment Amount S$Cash Back
    Jan 2026ABF SG BOND ETF600S$0
    Feb 2026ABF SG BOND ETF300

    Customers can decrease their investment amount, however, if the investment amount is reduced any time during the two-month GIRO subscription period, the customer will no longer qualify for the promotion.

    6.3 The cashback amount (if eligible) will be calculated based on the customer’s investment amount in the first (1st) month of the GIRO subscription period only, regardless of any subsequent increase in the investment amount in the second (2nd) month (see Illustration B).

    Illustration B

    MonthInvestment CounterInvestment Amount S$Cash Back
    Jan 2026ABF SG BOND ETF600S$30
    Feb 2026ABF SG BOND ETF300

    Customers can increase their investment amount at any time; however, tthe cashback will be calculated based on the first month's investment amount only. For example, if you invest S$300 in the first month, then S$600 in the second month, your cashback will still be S$30.

    6.4 For avoidance of doubt, where a customer invests S$300 in the first month and increases the investment amount to S$600 in the second month, the cashback will be calculated based on S$300 and the cashback entitlement will remain S$30.

  7. The ‘Promotion’ will consist of:
    • A cash back that will be processed approximately 30 working days after completing the consecutive two-month subscription period with successful GIRO deduction.
  8. To be eligible for the cash back during the promotion period (“Eligible Customers”):
      1. Existing SBP Customers:
        • Customers already subscribed into any of the eligible Amova counters, will qualify for the cash back when they invest at least S$300 in incremental fresh funds* in the eligible counters for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.
        • Customers not yet subscribed to eligible Amova counters, will qualify for the cash back after subscribing to at least S$300 per month in any of the eligible counters for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.

    *Change of investment instructions between the Amova selected counters will not be considered as fresh funds; and will not qualify for the promotion.

    Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

    1. New SBP Customers:
      • Customers who are new to SBP, will qualify for the cash back after subscribing to at least S$300 per month in any of the eligible Amova counters for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.
  9. Promotion Details
    Promotion PeriodT&CsInvestment PeriodCash BackEligible Counter
    06 January 2026 – 31 March 2026

    New to SBP

    S$300 monthly subscription into any of the eligible Amova counters for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.

    Existing SBP Customers
    S$300 monthly subscription using incremental fresh funds* into any of the eligible Amova counters for two consecutive months with successful GIRO deduction, provided the investment amount is not reduced during this period.
    Two consecutive months subscription

    Get S$30 cash back for 2 consecutive S$300 monthly subscription into any of the eligible counters during the promotion period.

    Eligible customer is allowed maximum cash back of S$150 for each SBP account during the promotion period.

    a) ABF SG Bond ETF
    b) Amova SGD IGBOND ETF

    *Change of investment instructions between the Amova selected counters will not be considered as fresh funds; and will not be eligible for the promotion.

    Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

      1. To participate in the Cash Back promotion, customers must invest at least S$300 per month into any of the eligible counters for two consecutive months with successful GIRO deduction, as shown in the table above.
      2. Eligible customer is allowed a maximum Cash Back of S$150 for each SBP account during the promotion period.
      3. Existing SBP customers must invest at least S$300 using incremental fresh funds* in any of the eligible counters for two consecutive months with GIRO linkage.
      4. New Customers must submit the SBP Online Form and apply eGIRO during the promotion period.
      5. The investment transaction must be successfully made before the 18th of each month or the next business day if the 18th falls on a non-business day during the promotion period.
      6. The cash back will be credited into the eligible customers’ SBP ledger approximately 30 working days after completing the consecutive two-month subscription period.
      7. Failed GIRO deductions during the consecutive two month subscription period will result in disqualification from cash back eligibility.
      8. If an eGIRO for a new account is rejected, resubmission is allowed, but approval must be completed within the Promotion Period.
      9. Existing customers who are eligible for the promotion and wish to update their GIRO linkage must apply via eGIRO.
      10. Existing customers who update their GIRO linkage and experienced a failed GIRO deduction or pending approval or using paper GIRO during the promotion period will not be eligible for the promotion.
      11. Please note that paper GIRO submission not available for the promotion.
    1. For existing customers who are already subscribed to any eligible Amova counters, only fresh funds will be considered.
      • Example: If Customer A has already subscribed S$300 before the promotion period and invests incremental fresh funds of S$300 during the promotion period, the calculated invested amount will be S$300 for the fresh fund only.
    2. Each customer is eligible to use multiple POEMS accounts to apply for SBP and participate in the promotion.
      • Example: Customer A has more than one POEMS account that has an existing SBP; he/she is allowed to use all the POEMS accounts with SBP subscription to participate. However, the minimum monthly investment requirement (S$300) applies to each POEMS account with SBP subscription separately and cannot be combined across accounts. It is essential to ensure that each account fulfills the terms and conditions of the promotion to qualify. We will only consider accounts that meet the specified terms and conditions.
  10. Example 1:
    MonthInvestment counterCounter Name on Website
    1ABF Singapore Bond Index FundABF SG BOND ETF
    2Amova SGD IG CORP BOND ETFAmova SGD IGBOND ETF

    *This example should not be considered as financial advice.

    Example 2:

    MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
    January 2026Amova SGD IGBOND ETFS$300Two consecutive monthsS$30
    February  2026Amova SGD IGBOND ETFS$300

    *This example should not be considered as financial advice.

    Example 3:

    MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
    January 2026ABF SG BOND ETFS$200Two consecutive monthsS$30
    Amova SGD IGBOND ETFS$100
    February 2026ABF SG BOND ETFS$200
    Amova SGD IGBOND ETFS$100

    * This example should not be considered as financial advice.

    Example 4:

    MonthInvestment counterMonthly Investment AmountInvestment PeriodCash Back
    January 2026ABF SG BOND ETFS$100Two consecutive monthsS$30
    Amova SGD IGBOND ETFS$200
    February 2026ABF SG BOND ETFS$100
    Amova SGD IGBOND ETFS$200

    * This example should not be considered as financial advice.

    • Please refer to examples 1,2,3,4 on the indicative cash back amount.
    • Eligible customer is allowed a maximum cash back of S$150 per SBP account.
    • The cash back will be processed approximately 30 working days after completion of the consecutive two months subscription period.

    Cash Back will be awarded to eligible customers upon successful investment, approved GIRO linkage, and completion of the consecutive two month subscription period with GIRO.

  11. Cash Back is non-transferable. The Cash Back will be credited into the eligible customers’ SBP ledger approximately 30 working days after completing the consecutive two-month subscription period with GIRO. If the customer terminates their SBP account before the Cash Back is credited, the customer will not be eligible for the promotion. Should the cash back be unavailable for any reason whatsoever, PSPL reserves the right for final decision.
    1. In the event that the Customer submits SBP Termination Form before the cashback is credited, PSPL reserves the right, at its sole discretion, to forfeit and/or cancel the cashback, and no cashback shall be payable.
    2. Customers are deemed to have read, understood, and accepted these Terms & Conditions. PSPL shall have no obligation to notify or remind Clients regarding cashback eligibility, status, or crediting upon receipt of the SBP Termination Form.
  12. Customers should read the Terms and Conditions before participating in the promotion.
  13. The first 50 SBP accounts that fulfill all terms and conditions will receive the Cash Back. PSPL has the absolute discretion to exclude any otherwise eligible customer from participating. This promotion is on a first-come, first-served basis. The first 50 customers will be determined based on meeting all required criteria stated in the Terms & Conditions.If more than 50 customers fulfil the Terms & Conditions, only the first 50 qualifying accounts will be eligible for Cash Back, and PSPL reserves the right to disqualify any subsequent qualifiers.
  14. Eligible customer will receive an email from rsp@phillip.com.sg approximately 30 working days after completing the consecutive two months subscription period (based on the last known contact information in PSPL’s records) regarding cash back information. Eligible customers can check the cash back transaction in their SBP monthly statement. PSPL reserves the right to replace any disqualified customer. PSPL has the absolute discretion to exclude any otherwise eligible customer from participating in the promotion.
  15. The following persons are not eligible for this promotion, unless approved by the management of PSPL:
    1. PSPL institutional Customer(s) and corporate Customer(s)
    2. PSPL account holders whose accounts have been suspended, cancelled or terminated
    3. PSPL and its associated entities and subsidiaries (direct or indirect), e.g., Staff, Trading Representatives and Financial Adviser Representative
  16. PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all customer 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 decision on all matters relating to the promotion is final and binding on all customers.
  17. By participating in the cash back promotion, customer agree and consent to allow PSPL to use their name, or likeness in all matters related to this cash back promotion including any advertising or publicity without additional compensation or notification.
  18. By taking part in this promotion, you acknowledge that you have read, understood and consented to these Terms and Conditions.
  19. This promotion is subject to PSPL’s standard terms and conditions of business, where applicable, and PSPL reserves the right at its absolute discretion to determine Customer(s)’ entitlement for the promotion, to amend the terms and conditions of, and/or to suspend or terminate this promotion without prior notice or liability to any person. In the event of any dispute involving the interpretation of terms and conditions or any disagreement arising from this promotion, PSPL reserves the right to make the final decision.

Disclaimers:

  1. This promotion is intended for general information only and does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the units in any fund and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in this promotion are not necessarily indicative of future or likely performance of any fund. You should read the prospectus of the respective ETFs (which is available on websites of the issuers) and understand their structure and associated risks before deciding to invest. Any opinion or view herein is made on a general basis and is subject to change without notice. You may wish to obtain advice from a financial adviser before making a commitment to purchase any investment products mentioned herein. In the event that you choose not to obtain advice from a financial adviser, you should consider whether the investment product is suitable for you. SBP is a Regular Savings Plan and is not a deposit and not principal protected nor a capital guaranteed plan.
  2.  Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the shares and the income from them may fall as well as rise. Past performance is not necessarily indicative of future performance. Investments in Regular Savings Plan are designed to produce returns over the medium to long term and are not suitable for short-term speculation.
  3.  Any opinion or view herein is made on a general basis and is subject to change without notice.
    iv. You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement.
  4.  The information is correct as at the date of print and the company reserves the right to revise the charges.
  5.  This advertisement has not been reviewed by the Monetary Authority of Singapore.

Referral Program Be our influencer with POEMS

Earn Up to S$600
in Rewards

Refer and Share with
Your Friends & Family!*

Share your referral link

* Earn S$60 for each referral, up to a maximum of 10 new account holders

Start Inviting Your Friends & Family!

Generate your referral link now!

For Referrer

Steps

Rewards

Share Your Unique Referral link

Your Friends & Family Open POEMS Accounts with SMART Park Opt-in

(Excess Fund Management Facility)

Your Friends & Family each Fund a Minimum of S$3,000

(within 14 days of Account opening & holds the funds for 30 days)

For Referee

Steps

Rewards

Sign Up Using the Unique Referral Link

Opt-in to SMART Park within 14 days

(Excess Fund Management Facility)

- Zero US Commission (Only for Cash Plus)
- Zero Sales Charge on Unit Trusts
- Free SGX Market Depth
- Free Live Prices on Popular Markets

Funds a Minimum of S$3,000

(within 14 days of account opening and holds the funds for 30 days)

Visit here to learn more about the Referee's rewards

Refer Now

For Referrer

Steps

Rewards

Share Your Unique Referral Link

Your Friends & Family Open POEMS Accounts with SMART Park Opt-in

(Excess Fund Management Facility)

Your Friends & Family each Fund a Minimum of S$3,000

(within 14 days of Account opening & holds the funds for 30 days)

For Referee

Steps

Rewards

Sign Up Using the Unique Referral Link

Opt-in to SMART Park within 14 days

(Excess Fund Management Facility)

Funds a Minimum of S$3,000

(within 14 days of account opening and holds the funds for 30 days)

Visit here to learn more about the Referee's rewards

Refer Now

Already A Customer? These Are For You

Grateful for 50 Years of Trust and Partnership

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Frequently Asked Questions

What will I receive when I refer a friend to POEMS?

You will receive S$10 US Stock Coupon and S$50 Cash Credit when the following has been verified:

(a) Your friend is new to Phillip Securities, has successfully opened a Cash Plus Account or Cash Management Account with Excess Funds Management (SMART Park) opt in >> You will receive S$10 US Stock Coupon

(b) Your friend funded at least S$3,000 into their Account within 14 days of Account opening and does not withdraw the funds for 30 days >> You will receive S$50 Cash Credit

Am I eligible to be a referrer/referee?

All existing POEMS Account Holders with any of the following Accounts can be referrers: 

  1. Cash Plus Account
  2. Margin Account
  3. Cash Management Account
  4. Prepaid Account
  5. Custodian Account 
  6. Share Financing Account

As a referee, you must not have or have had any Accounts with Phillip Securities Pte Ltd.

What is the maximum number of referrals?

You can refer up to 10 referees.

When will my referee who opened Cash Plus Account be able to enjoy Zero commission on US stocks?

Referees who opened the Cash Plus Account will receive a notification email on the activation of the Zero US Commission for 30 days Reward within 2 working days following their Account opening.

When will I as a referrer receive the S$10 US Stock Coupon and S$50 Cash Credit?

The S$10 US Stock Coupon will be redeemable within 10 working days via POEMS Mobile 3 App > Me > Rewards Inventory once your Referee has fulfilled the requirements (open Cash Plus or Cash Management Account and opts into Excess Funds Management (SMART Park))

The S$50 Cash Credit will be credited into the Referrer’s POEMS Account once it has been verified that the Referee has not withdrawn the fund for 30 days. This process may take up to 40 days following the funding date.

Is the S$10 US Stock Coupon only redeemable on POEMS Mobile 3 App? What if I am using POEMS Mobile 2.0 App?

Yes, the S$10 US Stock Coupon is only redeemable on POEMS Mobile 3. If you are using POEMS Mobile 2.0 App, please download POEMS Mobile 3 and log in to claim the Coupon. 

Does the referee need to enter a referral code while signing up?

No, the referee only needs to open an Account using the unique referral link you provide.

What happens if my referee forgot to use my referral link when opening an Account?

We regret that in such cases, it will not be considered as a successful referral.

What if I am a Cash Trading Account holder? Am I eligible for 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.

How do I convert my Cash Trading Account to Cash Management Account?

Login to POEMS 2.0 Website > “Acct Mgmt” > “Stocks” > “Online Forms”. Please note that any existing GIRO facility with a Cash Trading Account has to be terminated before we can process the conversion to a Cash Management Account.

What if I have further queries?

Please contact your dealer or Trading Representative. Alternatively, you can reach our Customer Service Hotline at 6531 1555 or send an email to talktophillip@phillip.com.sg.

Terms & Conditions

T&Cs for Cash Plus Account Referral Programme
  1. Referral Programme (“Programme”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (“PSPL”) to open a Cash Plus Account (“Referee”), from 10 March 2026 to 10 June 2026.
  2. Within this context, “Referrers” refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing Accounts (“Qualified Accounts”).
  3. A referral will be considered successful only when the referee fulfils all of the following: 
  4. If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
  5. Referrers will only receive a S$10 US Stock Coupon and S$50 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts (regardless of Account type).
  6. Only the first 10 referred Accounts (regardless of Qualified Account) will be considered as successful referrals.
  7. Rewards for Referrer: The Referrer will be entitled to a S$10 US Stock Coupon and S$50 Cash Credit when his/her Referee
    • Successfully opens a Cash Plus Account and opts in to Excess Funds Management (SMART Park), he/she would receive S$10 US Stock Coupon. 
    • deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date, he/she would receive S$50 Cash Credit. The deposit cannot withdraw from the Account for a period of at least 30 days.
    • Please note that the Stock Coupon and Cash Credit are non-transferable and non-withdrawable.
  8. Rewards for Referee
  9. Activation and crediting of the Referrer’s Rewards:
    • S$10 US Stock Coupon:
      1. Referrers will be required to download and login to POEMS Mobile 3 App, in order to receive the S$10 US Stock Coupon, once their referees have fulfilled the requirements (refer to point 3). Failure to do so, will result in forfeiture of the Reward/s. 
      2. The S$10 US Stock Coupon will be credited into the eligible Referrers’ Account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory, within the 10 working days provided that the Referrers login to POEMS Mobile 3 App and their Referees have fulfilled the requirements. 
      3. How to Use:
        • Activate – ‘Swipe to Activate’ to apply the Coupon. 
        • Trade – Place a trade on the Stock Coupon that meets the Eligibility Criteria. 
        • Rebate Credited – Once the trade is completed successfully, S$10 will be credited to your Account within 2 working days. 
      4. Eligibility Criteria:
        • Buy stocks only
        • US Market only
        • Cash trades only
      5. The S$10 US Stock Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
      6. The Coupon will expire 30 days from the date of issuance.
      7. Once activated, the Coupon cannot be deactivated or reissued.
      8. The S$10 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
      9. The S$10 rebate, up to the contract value, will be credited to the eligible Account within 2 working days following the successful eligible trade.
      10. 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.
      11. If there are multiple Stock Coupons active, the one which has a nearer expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
    • S$50 Cash Credit:
      1. Referrers will receive the S$50 Cash Credit into their Account within 10 working days once their referees have fulfilled the requirements.  
  10. Activation and crediting of the Referees’ Rewards:
  11. Referee consents to the disclosure of his or her name and referral status to the Referrer.
  12. The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
    • Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
    • Referees who have closed any Accounts with PSPL
    • Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
    • All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).  
  13. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  14. 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.
  15. 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.
  16. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  17. This advertisement has not been reviewed by the Monetary Authority of Singapore.
T&Cs for Cash Management Account Referral Programme
  1. Referral Programme (“Programme”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (“PSPL”) to open a Cash Management Account (“Referee”), from 10 March 2026 to 10 June 2026.
  2. Within this context, “Referrers” refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing (“Qualified Accounts”)
  3. A referral will be considered successful only when the referee fulfils all of the following:
    • Opens a Cash Management Account using a unique referral link generated by the referrer
    • Opts into Excess Funds Management (SMART Park)
    • Does not change the Account type during the promotion period
    • Abides by the terms and conditions
  4. If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
  5. Referrers will only receive a S$10 US Stock Coupon and S$50 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts that fulfil clause 9 (regardless of Account type)
  6. Only the first 10 referred Accounts (regardless of Qualified Account) will be considered as successful referrals
  7. Referee consents to the disclosure of his or her name and referral status to the Referrer
  8. The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
    • Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
    • Referees who have closed any Accounts with PSPL.
    • Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
    • All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
  9. Rewards for Referrer: The Referrer will be entitled to a S$10 US Stock Coupon and S$50 Cash Credit when his/her Referee:
    • Successfully opens a Cash Management Account and opts in to Excess Funds Management (SMART Park), he/she would receive a S$10 US Stock Coupon
    • deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date, he/she would receive S$50 Cash Credit. The deposit cannot withdraw from the Account for a period of at least 30 days.
    • Please note that the Stock Coupons and Cash Credit are non-transferable and non-withdrawable.
  10. Rewards for Referee:
    • Account Opening Rewards:
    •  Fund Rewards:
      • Fund at least S$3,000 within 14 days of Account opening (“Initial Capital”) and hold the funds for at least 30 days to redeem
        • S$10×5 Stock Coupons
      • Fund at least S$10,000 within 14 days of Account opening (“Initial Capital”) and hold the funds for at least 30 days to redeem
        • S$20×10 Stock Coupons
      •  Initial Capital must remain in the Account for at least 30 days. It can be used for BUY trades, but it cannot be withdrawn or transferred.
      • The deposit must be fresh cash funds transferred from the Customer’s bank account, and does not include funds transferred within PSPL Accounts, cash dividends, sales proceeds or Account credit transactions.
      • Customers must ensure that their Net Cumulative Deposit amount does not fall under S$3,000/S$10,000 to be eligible for the Fund Reward for the tier respectively. 
      • Net Cumulative Deposit refers to accumulated deposit amount, calculated from the day the Customers make and maintain their initial deposits for 30 days. Capital gains and losses are excluded.
      • The calculation of Net Cumulative Deposit is done daily. All withdrawals made during the holding period will reduce the Customers’ daily Net Cumulative Deposit. 
      • Once the daily Net Cumulative Deposit falls below S$3,000, the Customer will no longer receive any Rewards. If the daily Net Cumulative Deposit falls below S$10,000 but remains at or above S$3,000, the Customer will only be eligible for the Tier 1 Reward.
  11. Activation and crediting of the Referrer’s Rewards:
    • S$10 US Stock Coupon:
      • The S$10 US Stock Coupon will be credited into the eligible Customers’ Account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory, within 30 days of the end of the campaign.
        How to Use:
        • Activate – ‘Swipe to Activate’ to apply the Coupon.
        • Trade – Place a trade on the Stock Coupon that meets the Eligibility Criteria.
        • Rebate Credited – Once the trade is completed successfully, S$10 will be credited to your Account within 2 working days.
        • Eligibility Criteria:
          • Buy stocks only
          • US Market only
          • Cash trades only
        • The S$10 US Stock Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
        • The Coupon will expire 30 days from the date of issuance.
        • Once activated, the Coupon cannot be deactivated or reissued.
        • The S$10 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
        • The S$10 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.
        • If there are multiple Stock Coupons active, the one which has a nearer expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
    • S$50 Cash Credit:
      • Referrers will receive the S$50 Cash Credit into their Account within 10 working days once their referees have fulfilled the requirements.
        • Referrers will be required to download and login to POEMS Mobile 3 App in order to receive the S$10 US Stock Coupon, once their referees have fulfilled the requirements. Failure to do so, will result in forfeiture of the Reward/s.
  12. Activation and crediting of the Referees’ Rewards:
    • Account Opening Rewards:
    • Tier 1 or 2 Fund Reward:
      • Customers are required to download and login to POEMS Mobile 3 App within 30 days of Account Opening, in order to receive The Tier 1 or 2 Fund Reward, once they have fulfilled the requirements.
      • Customers must claim the Tier 1 or 2 Fund Reward and execute the eligible trade/s on POEMS Mobile 3 App within 90 days of becoming eligible. Failure to do so, will result in forfeiture of the Reward/s.
      • Customers will be notified via POEMS Mobile 3 App (please ensure that App push notifications are enabled on your mobile device) and by Email once they qualify for the reward.
      • The Coupon will expire 90 days from the date of issuance. 
      • Once redeemed, the Coupon cannot be reissued.
      • Eligibility Criteria: 
        • BUY stocks only
        • US and Singapore Markets only
        • Cash trades only
        • Online trades only
      • A minimum contract value of US$100/S$100
      • This Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
      • Once activated, the Coupon cannot be deactivated or reissued.
      • This Coupon will be automatically applied to the first successful eligible trade executed, after activation and before its expiry.
      • The rebate, up to the contract value, will be credited to the eligible Account within 5 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.
      • If multiple Stock Coupons are active, the one with the nearest expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
      • If the Customer holds multiple trading Accounts, the Account performing the first successful eligible trade will receive the rebate, regardless which Account the Coupon was activated in. For example, a Customer has two Accounts, Account A and Account B. The 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 rebate.
  13. Days refer to calendar days.
  14. 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.
  15. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  16. 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.
  17. 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