philly draft

Learn, Play & Win at the POEMS Roadshow!

Keen to invest but not sure where to start? Find out how at POEMS Roadshow. Meet our friendly trading specialists, get answers to the questions you’ve always wanted to ask, and learn how to start investing with confidence. Enjoy exclusive perks you won’t find online, take part in exciting games and giveaways, and walk away with both knowledge and rewards.

Get your paws ready, our next roadshow
is making waves near you soon!

Mark Your Calendars Suntec City Thomson Plaza Junction 8 NEX Mall Suntec City

Coming Soon

Already have an Account?

you can still earn when you do the following:

1 Bring a friend to
the roadshow The friend opens and
funds a Cash Plus
Account (min S$3,000） You (Referrer) will receive a
physical S$10 Voucher, in addition
to the S$60 worth of
online referral rewards! 2 Review our
POEMS Mobile 3 App

Win up to
S$20
worth of Vouchers!

New to Phillip Securities?

Receive exclusive perks when you sign up onsite

	Roadshow	Online
5% p.a. Guaranteed Returns*
Up to S$50 of Suntec City Vouchers, Exclusive POEMS Merch and more!
Up to S$150 worth of Fractional Shares
0 Hidden Fees -0% Sales Charge, 0 Platform Fees, 0 US Commission
Free Market Depth and Live Prices

*T&Cs apply.

Past Highlights

Terms & Conditions

SMART Park 5% p.a. Guaranteed Returns (Roadshow Exclusive)

Eligibility:
- 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”), during the roadshow at Nex from 14 July 2025 to 20 July 2025.
Fund the Account:
- Customers must fund the Account with S$12,000 to enjoy a 30-day guaranteed return of 5% p.a.
- Customers can fund the Account using any of the payment methods here.
The deposit must be fresh SGD cash funds (“Fresh SGD Fund”) transferred from the Customer’s bank account, and does not include funds transferred within PSPL Accounts, cash dividends, sales proceeds or Account credit transactions.
Total deposits of S$12,000 must be credited into Excess Funds Management Facility (SMART Park) in the Cash Plus Account within 7 days after the Account is opened during the roadshow to participate in the promotion. Subsequent deposits during the 30-day period are possible.
Guaranteed Returns & Payout:
- The Guaranteed Returns will be calculated based on a period of 30 days, starting from 7 days after the Account opening, provided that a qualified deposit is made with successful opt-in to SMART Park
  - The Bonus Returns (i.e. difference between 5% p.a. and the underlying PMMF return) will be credited in lump sum to your Account within 14 business days after the 30-day period ends.
  - Example: Account opened on 14 July 2025. Customers have until the end of 20 July 2025 to complete the deposits. If a qualified deposit is made with successful placement in SMART Park, the 30-day period will start on 21 July 2025 and end on 19 August 2025, both dates inclusive. 
- After the 30-day period has ended, PSPL will top up the difference between 5% p.a. and SMART Park returns that your cash has made from SMART Park.
- The Bonus Returns (i.e. difference between 5% p.a. and the underlying PMMF return) will be paid out in SGD.
- Only the net balance of new deposits at the end of each day in the 30-day period will be calculated for the Guaranteed 5% p.a. Returns. Any debit transaction, including fee deduction, and trade settlement resulting in the account balance falling below the deposited value during the 30-day period will result in a drop in the eligible net balance each day. 
- Any withdrawal or inter-account transfers during the 30-day period will result in the Customer being disqualified from the Promotion. 
- Each Customer is only eligible for one bonus reward. 
- 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.

FAQs

When does the 30-day period of 5% p.a. guaranteed returns start?

The 30-day period will commence on the 8th day after the Account is opened, provided that the account balance (“Fresh SGD Fund”) is maintained at S$12,000 with successful opt in to SMART Park.

The 30-day period will be calculated based on 30 calendar days.

Can I invest the deposited fund during the 30-day period?

Yes, you can invest the deposited fund. Any debit transaction, including fee deduction, and trade settlement resulting in the account balance falling below the deposited value during the 30-day period will result in a drop in the eligible net balance each day.

Can I withdraw the deposited fund during the 30-day period?

No, any withdrawal or inter-account transfers during the 30-day period will result in the Customer being disqualified from the Promotion.

When will I receive the 5% p.a. guaranteed returns?

The Bonus Returns (i.e. difference between 5% p.a. and the underlying PMMF return) will be credited in lump sum to your Account within 14 business days after the 30-day period ends.

SSP Draft

Strategy & Stock
Picks Q4 2025

In the race for market gains, precision makes all the difference. Just as Formula 1 drivers rely on their pit crew for support, you can rely on our market strategists for timely analysis and dependable recommendations, to help you stay in pole position lap after lap, with your trusted partner in finance.

Countdown:

Days Hours Minutes Seconds

Countdown:

Days Hours Minutes Seconds

Race Through 7 Global Investment Opportunities

Singapore

OCT 4
SAT

Singapore Market

OCT 7
TUE

US Market

China & Hong Kong

OCT 9
THU

China & Hong Kong Market

Malaysia

OCT 6
MON

Malaysia Market

Indonesia

OCT 8
WED

Indonesia Market

Thailand

OCT 7
TUE

Thailand Market

Japan

OCT 10
FRI

Japan Market

4^th OCT
SAT

9.30am -
11.30am

PAUL CHEW

Head of Research
Phillip Securities Research

Singapore Markets
Paul Chew
Head of Research at Phillip Securities Research

Singapore Markets

Join Mr Paul Chew, Head of Research at Phillip Securities Research as he explains how Singapore equities are still racing ahead — powered by fresh liquidity on the grid and turbocharged by interest rates collapsing by the equivalent of six cuts. With momentum building and capital flows accelerating, the virtuous cycle is now at full throttle.

9^th OCT
THU

12pm -
2pm

LOUIS WONG

Director
Phillip Securities (HK)Limited

China & Hong Kong Markets
Louis Wong
Director of Phillip Securities Hong Kong

China & Hong Kong Markets

Mr Louis Wong, Director of Phillip Securities Hong Kong takes the wheel to unpack the forces driving recent market performance and provide strategic insights for Q4. Navigate the Hang Seng Index’s momentum, analyse how China’s economic data and potential FED rate cuts may impact Hong Kong equities, and discover the top stock picks and sectors positioned to accelerate in the coming quarter.

9^th OCT
THU

7.30pm -
9pm

GLENN THUM

Research Manager
Phillip Securities Research

US Markets
Glenn Thum
Director of Phillip Securities Hong Kong

US Markets

Glenn Thum, Research Manager at Phillip Securities Research and the team will share their insights on the tech sector and outlook for the US Magnificent 7 stocks for 4Q2025! The team will also provide a brief overview of the US Banking sector.

Other Popular Markets

6^th OCT
MON

1pm - 2pm

Shahira Rahim

Equity Analyst
Phillip Research Sdn Bhd

7^th OCT
TUE

1pm - 2pm

Chutikan Santimetvirul

Head of Equity Strategy
Phillip Securities (Thailand) PCL

8^th OCT
WED

1pm - 2pm

Jasa Adhimulya

Senior Equity Analyst
Phillip Sekuritas Indonesia

OCT 10^th
FRI

1pm - 2pm

Tomoyuki Misumi

Research Analyst
Phillip Securities Japan

Past Event Coverage

Thank You For The 50 Years Together

PhillipCapital50 × Mid-Autumn Giveaway | What’s Your Investment Style?

PhillipCapital50 × Mid-Autumn Giveaway
What’s Your Investment Style?

Terms and Conditions

1.Giveaway Period: 9 Sep 2025 (Tue) 1200 hours (SGT) – 6 Oct 2025 (Mon) 2359 hours (SGT)

2.To participate in this Instagram giveaway, participants are required to complete all of the following actions within the giveaway period

i Follow Instagram accounts: @investingwithphillipcapital and/or @phillipcapital. Double your chances by following both accounts and completing the steps below on both!

ii Like the [PhillipCapital50 × Mid-Autumn Giveaway | What’s Your Investment Style?] campaign post.

iii Tag 5 friends in the Comments Section

iv Comment and let us know your investment style

v Share your investment style results in your Story and tag us to double your chances of winning

*Multiple entries are allowed

Prizes: 2 Golden Village e-vouchers × 50 winners

3.The winners will be announced on Wednesday, 15 Oct 2025 (SGT) on PhillipCapital Instagram: @investingwithphillipcapital and @phillipcapital.

4. Entries submitted after the Giveaway period will not be accepted.

5.The following persons are not eligible for this promotion, unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):

PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives

6.Winner Selection:

Winners will be randomly drawn from all valid entries received during the Giveaway period. The draw will be conducted as a lucky draw, and the process will be recorded. A replay will be available on Facebook: https://www.facebook.com/InvestingWithPhillipCapital.

7.Winner Notification:
Winners will be notified via email within 5 business days after the draw.
Should the winner be uncontactable by 30 Oct 2025, his/her prize will be forfeited. PSPL reserves the right to decide on one (1) or more reserve winner to replace the disqualified winner. PSPL has the absolute discretion to exclude any otherwise eligible persons from participating in the Giveaway.

8. Participants of this Giveaway are bound by Instagram’s promotional guidelines (https://www.facebook.com/help/instagram/179379842258600) and exempts PSPL from any liability arising from any act, omission or default in connection with the use and operation of the operating platforms for Instagram over which PSPL has no control over. This Giveaway is in no way sponsored, endorsed or administered by, or associated with Instagram. The information collected from this Giveaway will belong solely to PSPL.

9.In the event of any dispute over the Customer’s eligibility to participate in this Giveaway, PSPL’s decision will be final.

10.PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any of these Terms and 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 of the Giveaway without having to disclose a reason thereof and without any compensation or payment whatsoever. The decision of PSPL on all matters relating to the Giveaway shall be final and binding on all participants.

11.By entering the Giveaway, participants agree and consent to allow PSPL to use their Instagram ID, photograph, or likeness in all matters related to this Giveaway including any advertising or publicity without additional compensation or notification.

12.By taking part in this Giveaway, participants acknowledge that he/she has read and consented to these Terms and Conditions.

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

14. This material is intended for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment products mentioned. It does not have any regard to your specific investment objectives, financial situation or particular needs. Investments are subject to investment risks including the possible loss of the principal amount invested. 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 qualified financial adviser, you should consider whether the investment product is suitable for you.

Welcome Gifts Promo – Pick your stock

AMAZING REWARDS STARTING TODAY

Pick Your Stock - Growth or Stable

Every investor is unique, and your strategy should match your goals.Choose growth stocks for higher potential returns or stable stock for consistent performance. Whichever way you choose to invest, we are now offering rewards of up to S$1,000 to help you get started with confidence.

AMAZING REWARDS STARTING TODAY

Pick Your Stock - Growth or Stable

Every investor is different, and your strategy should reflect that. Choose growth stocks for higher potential returns or stable stocks for consistent performance. This promotion supports your journey—whether you're investing boldly or steadily—with welcome rewards of up to S$1,000 to help you get started with confidence.

Growing Together Grateful Always

Enjoy up to S$1,000 In Rewards

Let Your Investment Journey Begin with Confidence

With POEMS, you’re never alone – we connect you with Equity Specialists and Analysts through seminars, POEMS community, and via direct calls

— so you can learn, ask questions, and invest with confidence.

Your Benefits at a Glance

ENJOY FREE

Live Pricing & SGX Market Depth

ENJOY 0%

Sales Charge on Unit Trust

ENJOY 0

US Commission for 30 days

Eligibility

New to PSPL (no existing or previously closed accounts)
Opt-in to SMART Park within 14 days.
Open a Cash Plus Account or Referred Cash Management Account (KC).

OPEN AN ACCOUNT

Investing Isn’t One Size Fits All

Some thrive on momentum and innovation. Others value stability and legacy. Both lead to growth, what matters is choosing the path that matches your vision.

Growth Stock

The Visionary
You see opportunities where others see risks. You thrive on momentum, innovation, and the pursuit of big ideas. Growth Stocks fuel your ambition to capture tomorrow’s breakthroughs today.

Stable Stock

The Guardian
You value strength in consistency. You trust companies with proven track records and steady returns. Stable Stocks safeguard your journey, giving you resilience and peace of mind as you build wealth for the long run.

Unlock Bigger Rewards as You Invest More

Start with S$3,000 to earn fractional shares, or invest up to S$10,000 for maximum rewards.

Get rewards up to

S$50

*Fund a minimum of S$3,000

Reward breakdown (Pick One)

(A) Growth Stock Nvidia Fractional Share	(Worth S$50)
(B) Stable Stock Amazon Fractional Share	(Worth S$50)

*Hold for 30 days & Execute at least min. of 3 trades

Get rewards up to

S$150

*Fund a minimum of S$10,000

Reward breakdown (Pick One)

(A) Growth Stocks Palantir Fractional Share Nvidia Fractional Share	(Worth S$75) (Worth S$75)
(B) Stable Stocks Microsoft Fractional Share Amazon Fractional Share	(Worth S$75) (Worth S$75)

*Hold for 30 days & Execute at least min. of 5 trades

Enjoy Rewards of Up to S$1,000

From commission-free trades to Coupons and more, get rewarded at every step when you join and invest with POEMS.

Fund & Trade to get S$150 worth of Fractional Shares

Sign up & get S$50 stocks rewards

0 US Commission for 30 days

Enjoy Free Live Prices &
SGX Market Depth

0% Sales Charge on Unit Trusts

Fund & Trade to receive S$150 worth of Fractional Shares

0 US Commission for 30 days

Enjoy Free Live Prices & SGX Market Depth

0% Sales Charge on Unit Trusts

OPEN AN ACCOUNT

Already A Customer? These Are For You

Grateful for 50 Years of Trust and Partnership

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:

0% Sales Charge on Unit Trusts
Free Live Prices for SGX & US (Asian Hours) and HKEx
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), HK (HKEx) and US Options, you will be required to activate the feature on POEMS 2.0 Web and/or POEMS Mobile 3 App.

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 HK (HKEx), US (AMEX, NASDAQ, NYSE), and US Options.

Will I be eligible for the Tier 1 Free Fractional Shares Reward if I make an initial deposit of S$2,000 and top up S$1,000 within 14 days from the Account opening date?

Yes. You will be eligible to receive the Tier 1 Free Fractional Shares Reward if your combined deposits total at least S$3,000 within 14 days of Account Opening and provided that you also executed the 3 BUY eligible Trades (Stocks/ETFs/Unit Trusts) within 30 days of Account Opening.

What if I did not opt-in to US Fractional Shares & acknowledge the disclosure, or did not submit the W-8 BEN form and/or the Risk Warning Statement (RWS) after I had fulfilled the requirements (funded and traded) within the promotion period? Am I still qualified to receive the free US Fractional shares?

No. You are required to opt-in to US Fractional shares & acknowledge the disclosure, complete and submit these two forms: W8 BEN form and the RWS form to redeem the free US Fractional Shares on the POEMS Mobile 3 App.

To opt-in to US Fractional Shares & acknowledge the disclosure, please login to POEMS Mobile 3 App > Me Tab > Fractional Opt-in.

For the W8 BEN and RWS forms, please submit them from POEMS Mobile 3 App > Me Tab > Account > Forms.

When will I receive the Free US Fractional Shares Reward upon fulfilling the requirements, opted- in to US Fractional Shares & acknowledged the disclosure, and submitting the W8 BEN form & RWS form?

To receive your Free US Fractional Shares Reward, please login to the POEMS Mobile 3 App and navigate to ‘Me’ Tab > ‘Rewards’ to redeem them. After you have redeemed the Rewards, the Free Share will be credited to your Account within 10 working days.

Which BUY trades are eligible to receive the Free Fractional Shares?

Eligible BUY Trades include Stocks, ETFs, and Unit Trusts EXCEPT for US Fractional Shares.

Amalgamated trades (BUY or SELL Trades of the same counter listed on SGX and HKEX, respectively, that are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account are considered as one trade. This is due to the fact that we only charge one commission for such trade orders. Please refer to https://www.poems.com.sg/faq/trading/general/what-is-amalgamate/ for more information and available markets.

BUY or SELL trades of the same Unit Trust that are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account are considered as one trade. The same trading day is orders placed from T-1 after 3:01pm to T day at 3pm.

Terms & Conditions

T&Cs for Welcome Gifts:

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 1 September 2025.
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.
Rewards:
- Account Opening:
  - Zero US Commissions for 30 days
  - 0% Sales Charge on Unit Trust
  - Free Live Prices for SGX and US Asian Hours
  - Free Live Prices for US (NASDAQ, NYSE, AMEX), MY (BURSA), TH (SET), HK (HKEX), and US Options for non-professionals. Please opt in here.
  - Free SGX Enhanced Market Depth Access until 30 November 2026
- Fund & Trade:
  - Tier 1: Fund in with at least S$3,000 within 14 days of Account opening (“Initial Capital”), hold the funds for at least 30 days, and execute at least 3 eligible BUY Trades within 30 days from Account opening to redeem one of the following Fractional Share reward(s):
    - Amazon Fractional Share (Worth S$50) or
    - Nvidia Fractional Share (Worth S$50)
  - Tier 2: Fund in with at least S$10,000 within 14 days of Account opening (“Initial Capital”), hold the funds for at least 30 days, and execute at least 5 eligible BUY Trades within 30 days from Account opening to redeem one of the following Fractional Share reward(s):
    - Nvidia Fractional Share (Worth S$75) and Palantir Fractional Share (Worth S$75) or
    - Amazon Fractional Share (Worth S$75) and Microsoft Fractional Share (Worth S$75)
- Prices of the Free Shares are based on dollar-value.
- Eligible BUY Trades refer to Stocks, ETFs, and Unit Trusts EXCEPT for US Fractional Shares.
- 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 & Trade and/or Bonus Reward based on 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 Customers 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, Customers will only be eligible for Tier 1 Rewards.
- Amalgamated trades (BUY or SELL Trades of the same counter listed on SGX and HKEx respectively, that are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account) are considered as one trade. This is due to the fact that we only charge one commission for such trade orders. Please refer to https://www.poems.com.sg/faq/trading/general/what-is-amalgamate/ for more information and available markets. BUY or SELL trades of the same Unit Trust that are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account are considered as one trade. Same trading day refers to orders placed from T-1 after 3:01pm to T day at 3pm.
Activation and Crediting of Rewards
- Account Opening Rewards:
  - Zero US Commissions for 30 days
    - Only applicable to ONLINE trades through POEMS’ suite of platforms.
    - Exchange fee, other charges, and GST are payable by Customers.
    - Eligible Customers will be awarded the Zero US Commission reward within 3 working days upon Account Opening.
    - Customers will receive an email notification once the Zero US Commission has been activated on their Account.
    - PSPL will not be liable to compensate for any commission charges incurred on US trades prior to the activation of the Zero Commission reward.
  - 0% Sales Charge on Unit Trust will be granted upon Account opening.
  - Free Live Prices for SGX and US Asian Hours will be granted upon Account opening.
  - Free Live Prices for US (NASDAQ, NYSE, AMEX), HK (HKEX), and US Options for non-professionals.
    - 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.
      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.
  - Free subscription for SGX Enhanced Market Depth Access would be granted automatically.
  - Tier 1 or 2 Fund & Trade 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 & Trade Reward, once they have fulfilled the requirements.
    - Customers are required to claim the Tier 1 or 2 Fund & Trade Reward on POEMS Mobile 3 App within 30 days of becoming eligible. Failure to do so, will result in forfeiture of the Reward/s.
    - Free Fractional Share/s:
      - Tier 1: Choose either
        Amazon Fractional share (Worth S$50) OR
        Nvidia Fractional share (Worth S$50)
      - Tier 2: Choose either
        Nvidia Fractional Share (Worth S$75) and Palantir Fractional Share (Worth S$75) OR
        Amazon Fractional Share (Worth S$75) and Microsoft Fractional Share (Worth S$75)
    - Your selected fractional share reward(s) are final upon redemption and cannot be changed.
      Upon selecting and redeeming the Free US Fractional Share Coupon via the POEMS Mobile 3 App (Me Tab > My Rewards Inventory), the selected US Fractional Shares will be credited to the eligible Customer’s account within 10 working days.
      - Customers must complete the following items in order to receive the free US Fractional shares into their Account within 30 days from Account opening:
        Opt-in to US Fractional Shares & acknowledge the disclosure
        Submit W8 BEN form
        Submit Risk Warning Statement (RWS) form
    - The Fractional Share Coupon is valid for one-time redemption 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 redeemed, the Coupon cannot be reissued.
    - If the Coupon is not redeemed within the validity period, the Coupon will be forfeited, and no fractional share will be credited to your Account.
    - Customers are entitled to choose one option of fractional share(s) only.
By redeeming this item, you acknowledge that you have read and consented to these Terms and Conditions.
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.
PSPL and its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion.
By redeeming this item from your Rewards page, you acknowledge that you have read and consented to these Terms and Conditions.
Days refer to calendar days.
The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
- Customers who have any existing Accounts with PSPL
- Customers who have closed any Accounts with PSPL before
- Corporate Accounts and Joint Account holders
- All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
This advertisement has not been reviewed by the Monetary Authority of Singapore.

Lion Global Investors ETF IOP

LionGlobal Short Duration Bond Fund (Active ETF SGD Class)

Invest Now

Get Rewarded when you Subscribe to the LionGlobal Short Duration Bond Fund (Active ETF SGD Class)

From 8 Sep to 22 Sep 2025

Reward

Requirement

S$500*

Cash Credit

Earn S$10 Cash Credit for every S$5,000 subscribed to the ETF,

up to a maximum of S$500 per Customer

*T&Cs Apply.

Reward

Requirement

S$500*

Cash Credit

Subscribe every S$5,000 in the ETF to earn S$10,

up to a maximum of S$500 per Customer.

*T&Cs Apply.

About the LionGlobal Short Duration Bond Fund (Active ETF SGD Class)

The LionGlobal Short Duration Bond Fund (Active ETF SGD Class) is the ETF version of the LionGlobal Short Duration Bond Fund, giving you access to the same portfolio while providing you liquidity to trade the ETF units on SGX.

This is Singapore's first active bond ETF and first listed share class of an existing fund.

Key benefits of the ETF include:

Active Management

Managed by experienced professionals with a proven active management process.

Short Duration

Reduces sensitivity to interest rate fluctuations. Ideal in volatile market conditions

Broader Exposure

Includes both Singapore and global bonds, with flexibility to hold sub-investment grade securities

Total Return Focused

Focused on generating total return of capital growth and income over the medium to long term through an actively managed portfolio of Singapore and international bonds, high quality interest rate securities and other related securities.

Why Invest in the LionGlobal Short Duration Bond Fund (Active ETF SGD Class)?

Falling Interest Rates

Inflation has steadily declined to around 2.7% as of 30 Jun 2025^. To date, the Fed has only reduced rates to 4.5%, suggesting there is more room for rates to fall

^Source: Trading Economics as of 30 Jun 2025

Lower interest rate sensitivity

Short duration bonds have lower sensitivity to interest rates, and thus experience fewer price fluctuations

Stable Currency

SGD has been a stable currency, and this reduces exposure to currency fluctuations

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

Log in to your POEMS 2.0 , then navigate to ‘Account Management’ > ‘Online Forms’ > ‘IPO Subscription – Irrevocable Form’ or click here.
Select the IPO you wish to subscribe to.
Review and accept the prospectus, terms, and conditions before subscribing to the financial product.
Applications close at 5pm on 22 Sep Mon 2025.
Ensure sufficient funds are available in your POEMS Account to complete the application process (including the subscription amount, transfer fees, and GST) by 22 Sep Mon 2025 at 5pm.

Pitch Book Brochure IOP Subscription Details

Key Information

Against the backdrop of falling interest rates, investors are looking for alternatives to make their cash work harder. Bonds come into play here to build a resilient portfolio with regular income. In particular, short duration bonds offer investors a way to buffer their portfolios while equipping them to capture small wins regularly. How can investors use short duration bonds as the core of a well-diversified portfolio to navigate falling rates while maintaining income potential and liquidity?

Join us at this seminar on 8 Sep, Mon at 7.00pm where Mr Ong Xun Xiang, Head of ETFs at Lion Global Investors walks you through Singapore’s first active bond ETF and first listed share class of an existing fund, the LionGlobal Short Duration Bond Fund (Active ETF SGD Class). He will share insights about the benefits of SGD short duration bonds and how the bond ETF is an Attractive, Adaptable and Affordable building block for a resilient portfolio with regular income^.

Register for Seminar Register for Webinar Terms and Conditions for Initial Offer Period for LionGlobal Short Duration Bond Fund (Active ETF SGD Class)

The subscription period for  LionGlobal Short Duration Bond Fund (Active ETF SGD Class) is from 8 September 2025, Monday at 9am to 22 September 2025, Monday at 5pm
The online subscription will close on 22 September at 5pm. No new applications, amendments, or withdrawals are allowed after this deadline.
Eligible Accounts to subscribe for the ETF includes 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.
An additional transfer fee charge of S$10 (subject to GST) per application applies for Cash Management Accounts.
Only one application is allowed per Account.
Each ETF unit is priced at SGD 1 and the minimum order quantity is 1,000 units, with an incremental order size of 1,000 units.
There are Zero Commission Fees.
The total amount payable is denominated in SGD. The settlement currency will also be in SGD.
Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 22 September 2025 at 5pm
Applications will be rejected if the Account does not have or reflect sufficient funds after 22 September 2025 at 5pm.
ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 29 September 2025.
Customers will receive the full allotment of the number of ETF units that they subscribe to.
Customers can start trading the ETF units when the ETF is listed on SGX on 29 September 2025 at 9am.
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.
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.
By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.

Terms and Conditions for $500 Cash Credit

Customers will receive S$10 cash credit for every S$5,000 subscription into LionGlobal Investors ETF, provided that they hold their subscription from 29 September 2025, the listing date of the fund, to 31 October 2025 (the Minimum Holding Period”).
The Campaign period is from 8 September, Monday at 9am to 22 September 2025, Monday at 5pm.
The Cash Credit is capped at S$500 per POEMS account.
The Cash credits is to be provided to the first 200 eligible clients of PSPL who invest in the ETF during the IOP.
The Cash Credit will be credited to your Account within one month after the listing date.
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.
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.
By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.

Disclaimer

This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. It is for information only, and is not a recommendation, offer or solicitation to deal in any capital markets products or investments and does not have regard to your specific investment objectives, financial situation, tax position or particular needs.

The LionGlobal Short Duration Bond Fund (the “Fund”) is not like a typical unit trust offered to the public in Singapore. The Fund comprises both classes of units listed and traded on the Singapore Exchange (“SGX-ST”) and classes of units which are neither listed on the SGX-ST nor any other stock exchange.

You should read the prospectus and Product Highlights Sheet for the Fund, which is available and may be obtained from Lion Global Investors Limited (“LGI”) or any of the appointed Participating Dealers (“PDs”), agents or distributors (as the case may be) for further details including the risk factors and consider if the Fund is suitable for you and seek such advice from a financial adviser if necessary, before deciding whether to purchase units in the Fund. Applications for units in the listed or unlisted classes of the Fund must be made in the manner set out in the prospectus. Investments are subject to investment risks including the possible loss of the principal amount invested.

Investments in the Fund are not obligations of, deposits in, guaranteed or insured by LGI or any of its affiliates and are subject to investment risks including the possible loss of the principal amount invested. The performance of the Fund is not guaranteed and the value of units in the Fund and the income accruing to the units, if any, may rise or fall. Past performance, payout yields and payments as well as any predictions, projections, or forecasts are not necessarily indicative of the future or likely performance, payout yields and payments of the Fund. Any extraordinary performance may be due to exceptional circumstances which may not be sustainable. Any dividend distributions, which may be either out of income and/or capital, are not guaranteed and subject to LGI’s discretion. Any such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value of the Fund. Any references to specific securities are for illustration purposes and are not to be considered as recommendations to buy or sell the securities. It should not be assumed that investment in such specific securities will be profitable. There can be no assurance that any of the allocations or holdings presented will remain in the Fund at the time this information is presented. Any information (which includes opinions, estimates, graphs, charts, formulae or devices) is subject to change or correction at any time without notice and is not to be relied on as advice. You are advised to conduct your own independent assessment and investigation of the relevance, accuracy, adequacy and reliability of any information or contained herein and seek professional advice on them. No warranty is given and no liability is accepted for any loss arising directly or indirectly as a result of you acting on such information. The Fund may, where permitted by the prospectus, invest in financial derivative instruments for hedging purposes or for the purpose of efficient portfolio management. LGI, its related companies, their directors and/or employees may hold units of the Fund and be engaged in purchasing or selling units of the Fund for themselves or their clients.

The Fund is an actively managed fund. Please refer to the Prospectus for further details, including a discussion of certain factors to be considered in connection with an investment in the listed units of the Fund on the SGX-ST.

The listed units of the Fund are listed and traded on the Singapore Exchange (“SGX”), and may be traded at prices different from their net asset value, suspended from trading, or delisted. Such listing does not guarantee a liquid market for the units. You cannot purchase or redeem listed units in the Fund directly with the manager of the Fund, but you may, subject to specific conditions, do so on the SGX or through the PDs.

© Lion Global Investors Limited (UEN/ Registration No. 198601745D). All rights reserved. LGI is a Singapore incorporated company and is not related to any corporation or trading entity that is domiciled in Europe or the United States (other than entities owned by its holding companies).

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