Welcome Gifts Halloween 2025
AMAZING REWARDS FROM 20 OCT - 9 NOV
No Tricks, Just Treats Scary-Good Stocks Every Week!
Our Halloween Stock Highlights serve up weekly picks that are as bold as they are mysterious – perfect for those brave enough to chase thrilling returns. But beware this exclusive treat is reserved for the first 50 new accounts opened each week.
Don’t let the opportunity vanish away
AMAZING REWARDS FROM 20 OCT - 9 NOV
No Tricks, Just Treats Scary-Good Stocks Every Week!
Our Halloween Stock Highlights serve up weekly picks that are as bold as they are mysterious – perfect for those brave enough to chase thrilling returns. But beware this exclusive treat is reserved for the first 50 new accounts opened each week.
Don’t let the opportunity vanish away
Growing Together Grateful Always
Enjoy up to S$1,000 In Rewards
Growing Together Grateful Always
Enjoy up to S$1,000 In Rewards
Spooktacular Stocks to Watch This Week
Step into the shadows of the market with our weekly Halloween-themed stock spotlight. Each week on every Tuesday, we unearth enchanting trends thrilling opportunities and frightfully good insights to help you make bold moves.
This highlight is exclusively available to the first 50 new accounts opened each week.
Spooktacular Stocks to Watch This Week
Step into the shadows of the market with our weekly Halloween-themed stock spotlight. Each week on every Tuesday, we unearth enchanting trends thrilling opportunities and frightfully good insights to help you make bold moves.
This highlight is exclusively available to the first 50 new accounts opened each week.
Weekly Rewards S$50 Stock Coupons
Week 1
(21 Oct - 27 Oct)
Star Wars Battles by Night, Monopoly Deals by Day
Week 2
(28 Oct - 3 Nov)
No tricks just sweet treats this Halloween
Week 3
(4 Nov - 11 Nov)
Streaming chills with horror hits and stranger things
Weekly Rewards S$50 Stock Coupons
Week 1
(21 Oct - 27 Oct)
Star Wars Battles by Night, Monopoly Deals by Day
Week 2
(28 Oct - 3 Nov)
No tricks just sweet treats this Halloween
Week 3
(4 Nov - 11 Nov)
Streaming chills with horror hits and stranger things
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).
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
|
(Worth S$50) |
(B) Stable Stock
|
(Worth S$50) |
 |
*Hold for 30 days & Execute at least 3 trades |
Get rewards up to
S$150
*Fund a minimum of S$10,000
Reward breakdown (Pick One)
(A) Growth Stocks
|
(Worth S$75) (Worth S$75) |
(B) Stable Stocks
|
(Worth S$75) (Worth S$75) |
|
*Hold for 30 days & Execute at least 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.
Open an account & 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 ACCOUNTAlready 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.
- 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 HK (HKEx), US (AMEX, NASDAQ, NYSE), and US Options.
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:
- 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 20 October 2025 to 9 November 2025
- 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:
- 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 BUY Trades within 30 days from Account opening to redeem one reward option from the available fractional share reward(s):
- Amazon Fractional Share (Worth S$50) or
- Nvidia Fractional Share (Worth S$50)
- 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 BUY Trades within 30 days from Account opening to redeem one reward option from the available 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)
- 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 BUY Trades within 30 days from Account opening to redeem one reward option from the available fractional share reward(s):
- Prices of the Free Shares are based on dollar-value.
- BUY Trades refer to Stocks, ETFs, and Unit Trusts EXCEPT for US Fractional Shares.
- Initial Capital must remain in the Account for at least 30/50 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 30/50 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.
- Account Opening:
- 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) 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.
- Zero US Commissions for 30 days
- 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:
- Choose the fractional share/s that you are qualified for:
- 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)
- Tier 1: Choose either
- 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
- W8 BEN form
- 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.
- Choose the fractional share/s that you are qualified for:
- Account Opening Rewards:
- This Promotion is not applicable to:
- 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, Trading Representatives and Financial Adviser Representatives.
- 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.
- This Weekly Gifts promotion will run every Tuesday from 21 October 2025 to 10 November 2025, with a new Stock Coupon offered each week.
- The Weekly Gifts Coupons will be credited to the first 50 unique Customers each week who meet all the following conditions:
- Open a Cash Plus Account
- Opt-in to Excess Funds Management Facility (SMART Park)
- Are new to Phillip Securities Pte Ltd (“PSPL”)
- Download and log in to the POEMS Mobile 3 App within the same week that the Account is opened
- Weekly Gifts:
- Week 1: Star Wars Battles by Night, Monopoly Deals by Day (21 Oct to 27 Oct)
- S$50 Hasbro (NASDAQ: HAS) Stock Coupon
- Week 2: No tricks just treats this Halloween (28 Oct to 3 Nov)
- S$50 Hershey (NYSE: HSY Stock Coupon
- Week 3: Streaming chills with horror hits and stranger things(4 Nov to 10 Nov)
- S$50 Netflix (NASDAQ: NFLX) Stock Coupon
- Week 1: Star Wars Battles by Night, Monopoly Deals by Day (21 Oct to 27 Oct)
- Crediting of Rewards:
- Eligible Customers will receive their Coupon in the “Me” tab > Rewards > My Rewards Inventory on the POEMS Mobile 3 App.
- Coupons will be credited in the week following the qualifying activity. For example: If Customer A opens a Cash Plus Account on 22 Oct 2025 and logs into the POEMS Mobile 3 App on 24 Oct 2025, and is among the first 50 eligible Customers that week, they will receive the Week 1 Coupon. The coupon will be credited starting 28 Oct 2025, and can be used during Week 2 (28 Oct to 3 Nov 2025).
- An email notification will be sent to the eligible Customers’ email address that is registered with POEMS in the following week based on the date their Account was opened.
Weekly Gifts Eligible Period Redemption Period for Eligible Customers 1 HAS 21 Oct to 27 Oct 28 Oct to 3 Nov 2 HSY 28 Oct to 3 Nov 4 Nov to 10 Nov 3 NFLX 4 Nov to 10 Nov 11 Nov to 17 Nov - How to Use:
- Activate – Tap the ‘REDEEM’ button to apply the Coupon to your next eligible trade.
- Trade – Place a trade on the counter specified on the coupon only.
- Rebate Credited – Once the trade is completed successfully, S$50 will be credited to your Account within 10 working days.
- Eligibility Criteria:
- Buy stocks only
- Counter specified on the Coupon only
- Cash trades only
- Minimum contract value of US$100
- The 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 redeemed, the Coupon cannot be deactivated or reissued.
- The Stock Coupon will be applied to the first successful eligible trade executed, after the Coupon redemption and before its expiry.
- If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the Coupon will be forfeited, and no rebate will be issued.
- Each Customer is eligible for only one Weekly Gifts Stock Coupon.
- If there are multiple Stock Coupons active, the one that first expires will be used by default. If the Coupons are of the same expiry date, the Coupon that was activated first by the Customer will be used by default.
- If a Customer holds multiple trading Accounts, the Account that performs the first successful eligible trade will receive the S$50 rebate, regardless of which Account the Coupon was activated in. Example.
- The Customer has Account A and Account B, and activates the Coupon in Account A, but later performs a successful eligible trade using Account B. In this case, Account B will be awarded the S$50 rebate.
- This Promotion is not applicable to
- 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, Trading Representatives and Financial Adviser Representatives.
Season of Savings Campaign
SEASON OF
SAVINGS
1 October to 31 December 2025
Receive S$10 worth of PMMF BONUS UNITS for
every S$10,000 invested in eligible funds using SRS
Enjoy EXTRA reward when you subscribe with RSP
(capped as S$60 worth of Phillip Money Market Fund SGD units per customer)
Scroll down to discover more details
Eligible Accounts
POEMS:
Cash Plus
Margin(M)
Custodian (C)
Prepaid Custodian (CC)
Cash Management (KC)
Share Financing (V) Accounts
OTHERS:
Advisory Account (SRS)
Eligible Funds
Sustainable Reserve Fund A SGD Acc
Sustainable Reserve Fund A SGD Dis
Phillip Singapore Real Estate Income Fd A SGD
Promotion Mechanism
Receive S$10 worth of Phillip Money Market Fund SGD units for every S$10,000 invested into eligible funds using SRS (capped at S$50 per customer).
AND /OR
Receive S$10 worth of Phillip Money Market Fund SGD units with a regular savings subscription of a minimum S$500 monthly into eligible funds (capped at S$10 per customer)
Each customer is entitled up to S$60 Phillip Money Market Fund SGD units
New User
Open an AccountExisting User
Log into My Account
TERMS
& CONDITIONS
Please ensure that you have reviewed and understand the Term and Conditions associated with the campaign (Season of Savings) before participating in it.
If you have any question, feel free to reach out to our support team at talktophillip@phillip.com.sg.
Season of Savings T&C
General T&C
Not sure what SRS is all about?
Click here to find out more and see how you can make use of it
Read MoreImportant Note
This promotion 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/. 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 Promotion
Subscribe to Phillip Capital Management ETFs via Share Builders Plan and receive Cashback.
Please read the full Terms & Conditions for the promotion below:
Cashback Details
The promotion is applicable to the first 50 SBP accounts. Eligible customers will receive S$20 Cashback (credited into their Share Builders Plan (SBP) Ledger) for every S$200 of fresh funds invested into selected Phillip Capital Management ETFs*, with a minimum subscription period of three months via GIRO.
FAQ
What is the SBP Cashback promotion?
The SBP Cashback Promotion allows participants to receive S$20 Cashback for every S$200 of fresh funds invested per month in any eligible counter; for three consecutive months via GIRO. The Cashback is capped at S$60 per SBP account.
What is the maximum Cashback for each POEMS account?
The maximum Cashback per SBP account is S$60.
How much Cashback will I receive for every S$200 invested?
You will receive S$20 Cashback after successfully completing three consecutive months of subscription via GIRO (capped at S$60).
If I subscribe S$600 per month for Phillip SGX APAC Dividend Leaders REIT ETF and invest for 3 consecutive months, will I receive S$60 Cashback?
Yes
| Month | Investment counter | Monthly Investment Amount | Investment Period | Cashback |
| October 2025 | Phillip SGX APAC Dividend Leaders REIT ETF | S$600 | 3 consecutive months | S$60 |
| November 2025 | Phillip SGX APAC Dividend Leaders REIT ETF | S$600 | ||
| December 2025 | Phillip SGX APAC Dividend Leaders REIT ETF | S$600 |
| Month | Investment counter | Investment Amount | Investment Period | Cash Back |
| October 2025 | Phillip SING Income ETF | S$100 | 3 consecutive months | S$50 |
| Lion-Phillip S-REIT ETF | S$100 | |||
| November 2025 | Phillip SING Income ETF | S$100 | ||
| Lion-Phillip S-REIT ETF | S$100 | |||
| December 2025 | Phillip SING Income ETF | S$100 | ||
| Lion-Phillip S-REIT ETF | S$100 |
| Month | Investment counter | Investment Amount S$ | Cashback |
| October 2025 | Phillip-China Universal MSCI China A 50 ETF | 200 | S$0 |
| November 2025 | Phillip SING Income ETF | 200 | |
| December 2025 | Phillip-China Universal MSCI China A 50 ETF | 200 |
| Month | Investment counter | Investment Amount S$ | Cashback |
| October 2025 | Phillip SING Income ETF | 600 | S$0 |
| November 2025 | Phillip SING Income ETF | 200 | |
| December 2025 | Phillip SING Income ETF | 200 |
| Month | Investment counter | Investment Amount S$ | Cashback |
| October 2025 | Phillip SING Income ETF | 200 | S$20 |
| November 2025 | Phillip SING Income ETF | 600 | |
| December 2025 | Phillip SING Income ETF | 600 |
| Month | Investment counter | Investment Amount S$ |
| October 2025 | Phillip SING Income ETF | 200 |
| November 2025 | Phillip SING Income ETF | 200 |
| December 2025 | Phillip SING Income ETF | 200 |
- Sign up for the Share Builders Plan (SBP)If you have yet to open a POEMS Account, open one here.
Step 1: Ensure you have an eligible POEMS Account
If you are an existing POEMS Account holder, simply follow these instructions:
Online Application Submission
- POEMS Mobile 3 App:
- Log in to your POEMS Account
- Navigate to Trade > RSP > Share Builders Plan > Apply
- POEMS Website:
- Subscribe via this link
- POEMS Mobile 3 App:
- Log in to your POEMS Account
- Tap on the “Me” tab > eGIRO > Select SBP (Account no.) > Choose Bank > Apply
- POEMS Website:
- Log in to your POEMS Account
- Go to Acc Mgmt > Online Forms > Account Application > eGIRO > Select SBP (Account no.) > Choose Bank > Apply
- Invest a minimum of S$200* per month in any of the eligible ETFs for three consecutive months via GIRO to qualify for the S$20 Cashback
*Eligibility Criteria:
- Existing SBP Customers:
- Customers who have already subscribed to any of the Phillip Capital Management’ eligible counters, will only qualify for the Cashback when investing an additional S$200 or more in fresh funds* for three consecutive months via GIRO into these counters.
- Customers who have not subscribed to any Phillip Capital Management’ eligible counters, will qualify for the Cashback after subscribing to any of the eligible counters and investing at least S$200 per month for three consecutive months via GIRO.
- New SBP Customers:
- Customers who are new to SBP, will qualify for the Cashback after subscribing and investing at least S$200 per month into any of the Phillip Capital Management’ eligible counters, for three consecutive months via GIRO.
* Counters not listed above will not be eligible for the promotionS/N Counter Name Counter Name on Website 1 Phillip SING Income ETF PHIL SING INC 2 Phillip-China Universal MSCI China A 50 ETF PHIL-CU MS CHINA A50 S$ 3 Phillip SGX APAC Dividend Leaders REIT ETF PHIL AP DIV REIT S$D 4 Lion-Phillip S-REIT ETF LION-PHILLIP S-REIT - Eligible Customers must invest a minimum of S$200 fresh funds per month for three consecutive months via GIRO into any of the eligible counters listed in the table above.
- The investment transaction must be 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.
- There is a Cashback cap of S$60 per account.
- The Cashback will be processed approximately 30 working days after completion of the consecutive three-month subscription period via GIRO.
*This example should not be deemed as financial advice. Example 2:Month Investment counter Investment Amount Investment Period Cash Back October 2025 Phillip SING Income ETF S$200 Three consecutive months S$20 November 2025 Phillip SING Income ETF S$200 December 2025 Phillip SING Income ETF S$200
*This example should not be deemed as financial advice. Example 3Month Investment counter Investment Amount Investment Period Cash Back October 2025 Phillip SING Income ETF S$100 Three consecutive months S$20 Phillip-China Universal MSCI China A 50 ETF S$100 November 2025 Phillip SING Income ETF S$100 Phillip-China Universal MSCI China A 50 ETF S$100 December 2025 Phillip SING S$100 December 2025 Phillip SING Income ETF S$200 Phillip-China Universal MSCI China A 50 ETF S$100
*This example should not be deemed as financial advice. Example 4Month Investment counter Investment Amount Investment Period Cash Back October 2025 Phillip SING Income ETF S$600 Three consecutive months S$60 November 2025 Phillip SING Income ETF S$600 December 2025 Phillip SING Income ETF S$600 Month Investment counter Investment Amount Investment Period Cash Back October 2025 Phillip SING Income ETF S$300 Three consecutive months S$60 Lion-Phillip S-REIT ETF S$400 November 2025 Phillip SING Income ETF S$300 Lion-Phillip S-REIT ETF S$400 December 2025 Phillip SING Income ETF S$300 Lion-Phillip S-REIT ETF S$400 - Please refer to examples 1,2,3 and 4 on the indicative Cashback amount.
*Funds invested as a result of change of investment instructions between the Phillip Capital Management’ eligible counters will not be considered as fresh funds and hence not eligible for the promotion. Fresh Funds: Refer to the newly deposited investment amount into the SBP account during the promotion period.Period of Promotion T&Cs Investment Period Cashback Eligible Counters 01 October 2025 – 30 December 2025 New to SBP S$200 Subscription into any of the Phillip Capital Management’ eligible counters; for three consecutive months via GIRO. Existing SBP Customers S$200 of fresh funds* into the Phillip Capital Management’ eligible counters ; for three consecutive months via GIRO. Three consecutive months subscription Get S$20 Cashback for every S$200 monthly subscription into any of the eligible counters during the promotion period. Eligible customer is allowed a maximum Cashback of S$60 for each SBP account during the promotion period. 1) Phillip SING Income ETF 2) Phillip-China Universal MSCI China A 50 ETF 3) Phillip SGX APAC Dividend Leaders REIT ETF 4) Lion-Phillip S-REIT ETF - Existing SBP Customers:
You’re all set to participate in this Promotion!
Terms and Conditions Terms and Conditions- The SBP x Phillip Capital Management (PCM) – Cashback Promotion (“Promotion”) is valid from 1st Oct 2025 (0000 hrs.) to 31st Dec 2025 (2359 hrs.) (“Promotion Period”), both dates inclusive.
- The first 50 SBP account fulfill the terms and conditions will be eligible for Cashback.
- lease refer to the SBP Product Information for details on the product, handling fees, and other charges before applying for the plan.
- How to sign up for the Share Builders Plan?
- Complete the following two steps:
- Submit an online application
- Log in to your POEMS Account
- Go to Trade > RSP > Share Builders Plan > Apply
- Subscribe here
- Log in to your POEMS Account
- Tap on “Me” tab > eGIRO > Select SBP (Account no.) > Choose the Bank>Apply
- Log in to your POEMS Account
- Acc Mgmt > Online Forms > Account Application>eGIRO>Select SBP (Account no.) > Choose the Bank>Apply
- SBP applications, with valid eGIRO linkage, submitted 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 will not be entertained
- Eligible Counters for the Promotion:
- Phillip SING Income ETF
- Phillip-China Universal MSCI China A 50 ETF
- Phillip SGX APAC Dividend Leaders REIT ETF
- Lion-Phillip S-REIT ETF
- The ‘Promotion’ will consist of:
- A Cashback that will be processed approximately 30 working days after completing the consecutive three-month subscription via GIRO
- To be eligible for the Cashback during the promotion period (“Eligible Customers”):
a) Existing SBP Customers
- Customers already subscribed into any of the eligible PCM counters, will qualify for the Cashback when they invest at least S$200 fresh funds* in the eligible counters; for three consecutive months via GIRO
- Customers not yet subscribed to eligible PCM counters, will qualify for the Cashback after subscribing to at least S$200 per month in any of the eligible counters; for three consecutive months via GIRO.
*This example should not be deemed as financial advice. Fresh Funds: Refer to the newly deposited investment amount into the SBP account during the promotion period. b) New SBP Customers:Month Investment counter Investment Amount Investment Period Cash Back September 2025 Phillip SING Income ETF S$200 Three consecutive months S$0 October 2025 Phillip SING Income ETF S$200 November 2025 Phillip SING Income ETF S$200 December 2025 Phillip SING Income ETF S$200 - Customers who are new to SBP, will qualify for the Cashback after subscribing to at least S$200 per month in any of the eligible PCM counters; for three consecutive months via GIRO.
- Promotion Details
*Change of investment instructions between PCM eligible counters will not be considered as fresh funds; and will not be eligible for the promotion. Fresh Funds: Refer to the newly deposited investment amount into the SBP account during the promotion period.Period of Promotion T&Cs Investment Period Cashback Eligible Counters 01 October 2025 30 December 2025 New to SBP S$200 Subscription into any of the Phillip Capital Management’ eligible counters; for three consecutive months via GIRO. Existing SBP Customers S$200 of fresh funds* into the Phillip Capital Management’ eligible counters ; for three consecutive months via GIRO. Three consecutive months subscription Get S$20 Cashback for every S$200 monthly subscription into any of the eligible counters during the promotion period. Eligible customer is allowed a maximum Cashback of S$60 for each SBP account during the promotion period. 1)Phillip SING Income ETF 2)Phillip-China Universal MSCI China A 50 ETF 3)Phillip SGX APAC Dividend Leaders REIT ETF 4)Lion-Phillip S-REIT ETF - To participate in the Cashback promotion, customers must invest at least S$200 per month into any of the eligible counters for three consecutive months with GIRO, as shown in the table above
- Eligible customers are allowed a maximum Cashback of S$60 for each SBP account during the promotion period
- Existing SBP customers must invest at least S$200 fresh funds* in any of the eligible counters for three consecutive months via GIRO.
- New Customers must submit the SBP Online application with eGIRO linkage during the promotion period.
- The investment transaction must be successfully made before the 18th of each month or the next business day if the 18th falls on a nonbusiness day during the promotion period.
- The Cashback will be credited into the eligible customers’ SBP ledger approximately 30 working days after completing the consecutive three-month subscription via GIRO
- Failed GIRO deductions during the consecutive three- month subscription period will result in disqualification from Cashback eligibility
- New customers must ensure that their SBP applications, with eGIRO linkage, are submitted before 31 December 2025 (1800 hrs.)
- If the eGIRO linkage for a new SBP application is rejected, resubmission is allowed, but the linkage must be completed within the Promotion Period.
- PSPL will not assume responsibilities for any delays related to Giro submission, which may affect the customer’s eligibility for the promotion.
- Existing customers who update their GIRO linkage and encounter a failed GIRO deduction during the promotion period will not be eligible for the promotion.
- For existing customers who are already subscribed to the eligible PCM counters, only the incremental new subscription amount will be considered
- xample: Customer A increases his subscription into Phillip SING Income ETF from $200 to $400 monthly during the promotion period, only the incremental subscription amount of $200 will be considered for the Cashback promotion.
- Each customer is eligible to use multiple POEMS accounts to apply for SBP and participate in the promotion.
- Example: Customer A has 3 SBP accounts; he/she is allowed to use all 3 accounts to subscribe for the eligible counters within the promotion period. It is essential to ensure that each account fulfils the terms and conditions of the promotion to qualify. We will only consider accounts that meet the specified terms and conditions.
- Cashback
Example 1
*This example should not be deemed as financial advice. Example 2Month Investment counter Investment Amount Investment Period Cash Back October 2025 Phillip SING Income ETF S$200 Three consecutive months S$20 November 2025 Phillip SING Income ETF S$200 December 2025 Phillip SING Income ETF S$200
*This example should not be deemed as financial advice.Month Investment counter Investment Amount Investment Period Cash Back October 2025 Phillip SING Income ETF S$100 Three consecutive months S$20 Phillip-China Universal MSCI China A 50 ETF S$100 November 2025 Phillip SING Income ETF S$100 Phillip-China Universal MSCI China A 50 ETF S$100 December 2025 Phillip SING S$100 December 2025 Phillip SING Income ETF S$200 Phillip-China Universal MSCI China A 50 ETF S$100 - Eligible customers are allowed a maximum Cashback of S$60 per SBP account.
- Please refer to examples 1 and 2 on the indicative Cashback amount.
- The Cashback will be processed approximately 30 working days after the completion of consecutive three months subscription into eligible counters.
- Cashback will be awarded to eligible customers upon successful GIRO linkage and the completion of consecutive three-month subscription into eligible counters.
- Clients must submit the SBP online application and obtain e-GIRO approval on or before 31 December 2025.
- If a client applies after the monthly investment date (18 December 2025), the first investment will start from January 2026 to March 2026. In this case, the client is eligible for the promotion.
- If a client’s first investment starts in December 2025, the investment must continue until February 2026 to qualify. The client is eligible for the promotion
- Cashback is non-transferable. The Cashback will be credited into the eligible customers’ SBP ledger approximately 30 working days after completing the consecutive three-month subscription into eligible counters. Should the Cashback be unavailable for any reason, PSPL reserves the right of final decision on all matters relating to this promotion.
- The first 50 SBP subscriptions that fulfil the required terms and conditions will receive Cashback. PSPL has the absolute discretion to decide on the final eligibility of participating customers.
- An email will be sent to eligible participants’ registered email address from rsp@phillip.com.sg to notify them of their Cashback eligibility. Eligible customers can view the Cashback transaction in their SBP monthly statement.
- The following persons are not eligible for this promotion, unless approved by the management of PSPL:
- PSPL institutional Customer(s) and corporate Customer(s)
- PSPL account holders whose accounts have been suspended, cancelled or terminated
- PSPL and its associated entities and subsidiaries (direct or indirect), e.g., Staff, Trading Representatives and Financial Adviser Representative
- 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 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 decision on all matters relating to the promotion is final and binding on all participants
- By participating in the Cashback promotion, participants agree and consent to allow PSPL to use their name, or likeness in all matters related to this Cashback including any advertising or publicity without additional compensation or notification.
- By taking part in this promotion, you acknowledge that you have read, understood and consented to these Terms and Conditions.
- 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.
View full Terms and Conditions
Disclaimers:- 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.
- 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.
- 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 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.
- The information is correct as at the date of print and the company reserves the right to revise the charges.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.
Roadshow Exclusive
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!
Already have an Account?
you can still earn when you do the following:
1 Bring a friend tothe 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 Suntec from 15 September 2025 to 21 September 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.
- 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
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.
Strategy Stock Picks
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 SecondsCountdown:
Days Hours Minutes SecondsRace Through 7 Global Investment Opportunities
SingaporeOCT 4
SAT
Singapore Market
USOCT 9
THU
US Market
China & Hong KongOCT 9
THU
China & Hong Kong Market
MalaysiaOCT 6
MON
Malaysia Market
IndonesiaOCT 8
WED
Indonesia Market
ThailandOCT 7
TUE
Thailand Market
JapanOCT 10
FRI
Japan Market
4th 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 Market
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.
SIGN UP (ONLINE) SIGN UP (OFFLINE)9th 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.
SIGN UP (ONLINE)9th 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.
SIGN UP (ONLINE)Other Popular Markets
6th OCT
MON
1pm - 2pm
Shahira Rahim
Equity Analyst
Phillip Research Sdn Bhd
7th OCT
TUE
1pm - 2pm
Chutikan Santimetvirul
Head of Equity Strategy
Phillip Securities (Thailand) PCL
8th OCT
WED
1pm - 2pm
Jasa Adhimulya
Senior Equity Analyst
Phillip Sekuritas Indonesia
10th OCT
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).
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
|
(Worth S$50) |
(B) Stable Stock
|
(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
|
(Worth S$75) (Worth S$75) |
(B) Stable Stocks
|
(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 ACCOUNTAlready 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.
- 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 HK (HKEx), US (AMEX, NASDAQ, NYSE), and US Options.
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:
- 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.
- 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)
- 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):
- 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.
- Account Opening:
- 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.
- 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.
- 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)
- Tier 1: Choose either
- 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:
- 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.
- Zero US Commissions for 30 days
- Account Opening Rewards:
- 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 NowPromotion Ended due to overwhelming response
Get Rewarded when you Subscribe to the LionGlobal Short Duration Bond Fund (Active ETF SGD Class)
From 8 Sep to 22 Sep 2025
| 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.
Fully Redeemed
 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.
Fully Redeemed
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.
- 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.
- 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 500 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).
Welcome Gifts Promo Q425
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).
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
|
(Worth S$50) |
(B) Stable Stock
|
(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
|
(Worth S$75) (Worth S$75) |
(B) Stable Stocks
|
(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 ACCOUNTAlready 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.
- 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 HK (HKEx), US (AMEX, NASDAQ, NYSE), and US Options.
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:
- 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.
- 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), 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)
- 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):
- 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.
- Account Opening:
- 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), 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), and US Options.
- 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.
- 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)
- Tier 1: Choose either
- 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:
- 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.
- Zero US Commissions for 30 days
- Account Opening Rewards:
- 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.
Terms and Conditions for SGX Clients Global Trading Campaign
Terms & Conditions
1. Eligibility criteria:
- Retail Clients that are ONLY trading the Singapore Market
- Last Traded Singapore Market from 1 Jan 2024 to 30 July 2025
- Last Traded Foreign Shares before 1 Jan 2024
- Account Opened before 1 Jan 2025
- The promotion is exclusively for clients who received the EDM titled '<ADV> Trade Beyond Borders & Earn Stock Coupons🌍 💸' on 22 August 2025 or '<ADV> Don’t Miss Out: Win up to S$50 Stock Coupons with Your Next Trade!' on 9 September 2025 or '<ADV> Still Hesitating? S$50 Stock Coupons Await!' on 2 Oct 2025
2. Rewards:
Tier 1:
- Completes 2 to 4 BUY trades and completes relevant forms (W8-Ben, RWS, Fractional RDS) within 14 calendar days from the date that the email was sent to receive:
- S$20 Stock Coupon + Exclusive Limited One-Time TA webinar by PSPL Global Markets US Dealing Team
or
Tier 2:
- Completes at least 5 BUY trades and completes relevant forms (W8-Ben, RWS, Fractional RDS) within 14 calendar days from the date that the email was sent to receive:
- S$50 Stock Coupon + Exclusive Limited One-Time TA webinar by PSPL Global Markets US Dealing Team
*BUY Trades refer to Stocks, ETFs
*Client can only receive either Tier 1 or Tier 2 Rewards. For example, if the client completes 5 eligible trades, he/she will only receive the Tier 2 rewards.
3. Activation and Crediting of Rewards
- Only applicable to ONLINE trades through POEMS’ suite of platforms.
- Exchange fee, other charges, and GST are payable by Customers.
- Trade Reward:
- Customers are required to download and log in to POEMS Mobile 3 App to receive the Trade Reward once they have fulfilled the requirements.
- Customers are required to claim the Tier 1 or 2 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.
*S$20 or S$50 Stock Coupons:
- How to Use:
- Activate – ‘Swipe to Activate’ to apply the Coupon.
- Trade – After activating your Stock Coupon, place an eligible trade.
- Rebate Credited – Once the trade is completed successfully, S$20 or S$50 will be credited to your Account within 2 working days.
- Eligibility Criteria:
- Buy stocks and ETFs
- Foreign Markets only. Foreign Markets are defined as non-SGX (Singapore Stock Exchange) trades.
- Cash trades only
- Online trades only
* The S$20 or S$50 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$20 or S$50 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
- The S$20 or S$50 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 that 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.
- Customers who have redeemed this promotion will not be eligible for similar promotions in the future.
- If the Customer holds multiple trading Accounts, the Account that performs the first successful eligible trade will receive the S$20 or S$50 rebate, regardless of which Account the Coupon was activated in.
For example:
The customer has 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 S$50 rebate.
- This Promotion does not apply to:
- 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, Trading Representatives and Financial Adviser Representatives.
- By redeeming this item, you acknowledge that you have read and consented to these Terms and Conditions.
4. 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.
5. By redeeming this item from your Rewards page, you acknowledge that you have read and consented to these Terms and Conditions.
6. Days refer to calendar days.
7. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
- 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).
8. This advertisement has not been reviewed by the Monetary Authority of Singapore.
