At PhillipCapital,
we curate bespoke strategies
for your financial journey.

Phillip Prestige

Connect with us to find out more

*Refer to the T&Cs for full eligibility details.

Unlock a World of Distinction with
Phillip Prestige

Privileges Curated Only for You

As a Prestige member, you gain privileged access to preferential rates, exclusive rewards, and invitations to private networking events. Every privilege is crafted to reflect our deep commitment to discretion, excellence, and the legacy we build with you.

Your Exclusivity, Our Commitment

Travel Privileges, Redefined

Enjoy the freedom of choice with bespoke travel privileges. ​

​ Select between two complimentary LoungeKey Passes or two luxury limousine transfers, reserved exclusively for Phillip Prestige members.Phillip Prestige Exclusive Events

As a Phillip Prestige member, you’ll gain access to exclusive, member-only events. These curated experiences transcend access, offering unparalleled networking opportunities, thought-provoking insights, and meaningful connections with industry leaders and like-minded peers.

Every event is a reflection of our commitment to refinement, discretion, and the elevated standards that define the Phillip Prestige experience.

Bespoke Trust & Legacy Planning

Secure your legacy with the confidence of bespoke trust solutions. As a Phillip Prestige member, you are invited to a confidential, no-obligation consultation with our seasoned trust specialists, to safeguard your wealth and shape your lasting legacy.

With deep expertise and a personalised approach, we craft tailored trust and estate planning strategies to protect, preserve, and seamlessly pass on your assets, ensuring your ambitions endure across generations.

Dedicated Financial Services to
Grow Your Wealth

At Phillip Prestige, we partner with you to craft bespoke wealth strategies, thoughtfully designed to build, manage, and elevate your financial success.

As your goals are unique, so should your approach to wealth. Our seasoned specialists combine deep market insight with a personalised approach, delivering tailored solutions to grow your wealth today and secure your legacy for generations to come.

Our Curated Suite of Financial Products

Bonds

Enjoy exclusive rewards on your first bond investment

Contracts for Differences (CFD)

Access preferential rates on long-term finance charges

FX Conversion

Preferential rates* for >S$200,000 equivalent conversion

Life Insurance

Secure your future plan and enjoy rewards with your first life insurance policy

Managed Accounts

Unlock exclusive privileges when you invest with a Phillip SMART Portfolio

Margin

Complimentary access to airport lounge

Securities Borrowing & Lending (SBL)

Benefit from exclusive borrowing rates

Secured Personal Loans

Preferential loan processing fees

Trust Service

Preferential setup fees

Unit Trust

Enjoy exclusive privileges with your first unit trust investment

Speak to your dedicated specialist to explore your exclusive preferential rates or connect with us here

Explore our FAQ to learn more about the terms and conditions of our suite of Prestige products.

Our Curated Suite of Financial Products

Bonds

Enjoy exclusive rewards on your first bond investment

Contracts for Differences (CFD)

Access preferential rates on long-term finance charges

FX Conversion

Preferential rates* for >S$200,000 equivalent conversion

Life Insurance

Secure your future plan and enjoy rewards with your first life insurance policy

Managed Accounts

Unlock exclusive privileges when you invest with a Phillip SMART Portfolio

Margin

Complimentary access to airport lounge

Securities Borrowing & Lending (SBL)

Benefit from exclusive borrowing rates with

Secured Personal Loans

Preferential loan processing fees

Trust Service

Preferential setup fees

Unit Trust

Enjoy exclusive privileges with your first unit trust investment.

Speak to your dedicated specialist to explore your exclusive preferential rates or connect with us here

Explore our FAQ to learn more about the terms and conditions of our suite of Prestige products.

Your Partner in Finance

Full Service Broker & Wealth Advisory

Trusted Broker for over 50 years

5,000+

Employees

1M+

Clients Worldwide

USD 2.5B+

Shareholder Funds

USD 65B+

Assets Under Management (AUM)

Find out more about us

Regulated & Secure

Fully licensed and regulated in 15 Global Locations

Get In Touch

FAQ

1. What is Phillip Prestige?
Phillip Prestige is an exclusive by-invitation only membership offered by Phillip Securities Pte Ltd (PSPL) to eligible Members. It offers access to a specially curated suite of privileges and services that is available only to Members.

2. How do I become a Phillip Prestige Member?
Phillip Prestige membership is strictly by-invitation only. Eligible Members are determined based on internal qualifying criteria and will be automatically invited and enrolled into the programme. 

3. What privileges and services does Phillip Prestige offer? 
Phillip Prestige offers access to a specially curated suite of exclusive privileges and services. Details can be found here.  
PSPL reserves the right to modify or withdraw any of the privileges and benefits at its sole discretion.

4. What happens if I no longer meet the internal criteria? 
Members who do not meet the internal criteria at the time of review may be excluded from redeeming any programme privileges.  

5. Who is not eligible for Phillip Prestige?
The following customers are not eligible unless approved by PSPL management: 

• Corporate Accounts, B2B Accounts holders, and Joint Account holders. 
• PSPL account holders whose accounts are suspended, cancelled, or terminated.  
• Employees of all PhillipCapital Group and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).  

Note: For Joint Accounts, only the first-named account holder is eligible to participate in the Programme.

6. Do I need to contact my licensed representative(s) to enjoy Prestige privileges? 
Yes, Members must contact their licensed representative(s) to access most privileges except for complimentary lifestyle privileges. 

7. What complimentary lifestyle privileges do I receive as a Phillip Prestige Member?
As a Phillip Prestige Member, you are entitled to one of the following each calendar year:  

• Two (2) LoungeKey airport lounge passes, OR
• Two (2) one-way limousine airport transfers to or from Singapore Changi Airport which may be utilised as a round-trip (e.g. one arrival and one departure transfer) or as two separate one-way transfers. 

8. Can I choose both lounge access and limousine transfers within the same year? 
No. Once you have redeemed the first benefit (either lounge or limousine), the choice is final and cannot be changed within the same calendar year.

9. How do I redeem my LoungeKey airport lounge passes? 

Step 1: Member must first email talktophillip@phillip.com.sg with the following details: 

• Full name of the Phillip Prestige Member. (First and last names must match passport details) 
  If an additional LoungeKey digital pass is required for another individual, their full name must also be provided as per passport details.  
• Number of LoungeKey digital passes required.  
• The email must be sent from the registered email address with PSPL.   

(PSPL will only send the LoungeKey digital pass(es) to the Members registered email address.) 

Step 2: Redemption requests will be acknowledged within five (5) working days, subject to verification of membership. 

Step 3: Upon successful verification, LoungeKey digital pass(es) will be sent via email from LoungeKey within 48 hours to the Members registered email.  

Step 4: Once received, Member may present the LoungeKey digital pass(es) at any lounge counter for access to the Airport Lounge.

To locate a participating lounge, visit: loungefinder.loungekey.com/en/PhillipCapital

10. How do I redeem my Limousine Airport Transfers?

Step 1: Member must first email talktophillip@phillip.com.sg with the following details:

• Full name of the Phillip Prestige Member.  
• The email must be sent from the registered email address with PSPL.
  (PSPL will only send the redemption code to the Members registered email address.)  
  

Step 2: Requests will be acknowledged within five (5) working days, subject to successful verification of Phillip Prestige membership. 

Step 3: Upon receiving the redemption code, Member must proceed to the official booking portal at https://system.tbrglobal.com/limo/phillipprestige and submit the code to complete the limousine airport transfer booking. Each code may be used to book both one-way transfers at once or on separate occasions. 

11. What preferential fees and rates do Phillip Prestige members enjoy?  
As a Phillip Prestige member, you will enjoy preferential rates and fees across a range of financial services, including:  

• Share Borrowing and Lending (SBL): Access to preferential borrowing rates for SGX-listed securities.  
• Foreign Exchange (FX) Conversion: Enjoy preferential FX rates with Multi-Currency Facility.  
• Secured Personal Loans: Reduced loan processing fees on financing solutions.  
• Contracts for Differences (CFD): Lower long finance charges for selected equity and index CFDs.  
• Trust Services: Discounted trust setup fees.  

Please note that all privileges are subject to specific terms and conditions. For full details, please refer to the Phillip Prestige Programme Terms and Conditions.

12. Are there any welcome gifts or rewards for new investments or products? 
Yes. Phillip Prestige members are eligible for one-time welcome rewards when you invest or purchase for the first time in the following products: 

• Unit Trust Investments (Advisory and Non-Advisory account)  
• Life Insurance Policies (Regular and Single Premium)  
• Phillip SMART Portfolio Accounts  
• Wholesale Bond Transactions  

Please note that each reward is subject to specific terms and conditions. For full details, please refer to the Phillip Prestige Programme Terms and Conditions.

13. Are there any complimentary services related to trust planning? 
Yes. Phillip Prestige members are entitled to complimentary trust consultation with our estate planning specialists. This personalised session helps you assess how trust structures can support your long-term wealth preservation and succession planning.  

14. Do Phillip Prestige members receive any complimentary refreshments? 
Yes. Phillip Prestige members enjoy complimentary beverages at our Phillip Investor Centre, located at Raffles City Tower Level 6.

15.What is the entitlement for complimentary LoungeKey airport lounge passes for using PSPL’s margin facility?  
Eligible Members who utilise our margin facility and fulfil specific qualifying criteria are entitled to three (3) complimentary LoungeKey airport lounge visits per quarter. This benefit is independent of the lifestyle privileges offered under the Phillip Prestige programme.  

16. Can I bring a guest to the airport lounge? 
Yes, you may redeem one of your two complimentary passes for a guest. The guest name must be provided during redemption, and you must accompany the guest when entering the lounge. Both passes must be redeemed under your membership entitlement.  

17. What if my name or guest name is given incorrectly upon my LoungeKey Pass airport lounge redemption? 
Please ensure the full names match passport details exactly. Incorrect information may result in unsuccessful lounge access, and the digital pass will be considered used and non-refundable.

18. What if I didn’t receive my LoungeKey pass email? 
First, check your junk/spam folder for an email from LoungeKey If you still can't find it, contact us at 6531 1551 or email talktophillip@phillip.com.sg.

19. Who do I contact if I have issues at the lounge?  

You may contact LoungeKey support at:
• UK: +44 (0) 208 865 0767
• Hong Kong: +852 3071 5062
• USA (Dallas): +1 469 334 4174

Full LoungeKey terms: https://portal.loungekey.com/en/phillipcapital/conditions-of-use/   

20. How long is my redemption code valid for?  
The validity of your redemption code will be stated in the email you receive after redemption. Please refer to that email for the expiry date and ensure your transfers are booked and completed before the code expires.  

21. Can I use the complimentary limousine airport transfers outside of Singapore?  
No. The complimentary limousine airport transfer service is strictly applicable only to and from Singapore Changi Airport. Usage at overseas airports is not covered under this benefit.

  

22. Can someone else use my limousine airport transfer on my behalf? 
No. The entitlement is non-transferable. The Phillip Prestige Member must be a passenger in the limousine during the transfer. 

23. Can I book both one-way transfers at the same time? 
Yes. Each redemption code provides two (2) one-way transfers, which may be booked together (e.g., arrival and departure) or separately, depending on your travel plans. 

24. What happens if I cancel or don’t show up for a booking?
If you cancel or amend a booking less than 24 hours before the scheduled pick-up, or fail to show up, one (1) one-way transfer entitlement will be forfeited. 
A full cancellation fee may also apply. Please refer to the T&Cs for more details on cancellation and no-show policies.  

25. Are child/booster seats available for young passengers?
Yes. You may request a child/booster seat at SGD 27.00 per seat. It is mandatory by law in Singapore for children below 1.35m in height to be secured in an appropriate seat.  

Note: Please request the seat in advance during the booking process.  

26. Can I bring pets on board?
No. Pets are strictly not allowed, even if they are in travel crates or carriers.

27. Can I make stops or detours during my transfer?
No. The complimentary transfer is for direct airport pick-up or drop-off only. Additional stops, detours, or excess waiting time are not included.

28. Can the terms of the Phillip Prestige change?
Yes, PSPL reserves the right to modify or terminate Phillip Prestige at any time. Members will be notified of significant changes. Continued participation after notification of any changes will imply acceptance of the revised terms by the Members.

29. How can I exit or re-join the Phillip Prestige Programme?
If you wish to exit the Phillip Prestige Programme, you may opt out at any time by contact our customer service at +65 6531 1551 or send us an email at talktophillip@phillip.com.sg. Alternatively, you can also reach out to your licensed representative for assistance. Upon opting out, you will no longer be eligible for the exclusive privileges and services offered by Phillip Prestige.

Should you wish to re-join the Programme after opting out, please contact your licensed representative directly. Re-enrolment of the programme will be subject to eligibility under prevailing criteria at the time of review. 

30. Who do I contact for Airport Limousine booking issues?
For booking assistant, you may email TBR at res.asia@tbrglobal.com or contact 24/7 Customer Support Hotline:
• Singapore: +65 6950 0410
• Hong Kong: +852 5804 2960
Full TBR terms: www.tbrglobal.com/terms

31. Who can I contact for enquiries about the Phillip Prestige programme?
For any questions or assistance regarding the Phillip Prestige programme, you may:
• Contact our Prestige customer service hotline at +65 6531 1551
• Email us at talktophillip@phillip.com.sg
• Alternatively, you may reach out to your licensed representative directly for personalised assistance.

Terms & Conditions for Phillip Prestige

We reserve the right to terminate or otherwise amend and change this programme at any time without prior notice at its sole and absolute discretion.

FAQ

1. What is Phillip Prestige?

Phillip Prestige is an exclusive by-invitation only membership offered by Phillip Securities Pte Ltd (PSPL) to eligible Members. It offers access to a specially curated suite of privileges and services that is available only to Members.

2. How do I become a Phillip Prestige client? 

Phillip Prestige membership is strictly by-invitation only. Eligible Members are determined based on internal qualifying criteria and will be automatically invited and enrolled into the programme.

3. What privileges and services does Phillip Prestige offer?

Phillip Prestige offers access to a specially curated suite of exclusive privileges and services. Details can be found here.  
PSPL reserves the right to modify or withdraw any of the privileges and benefits at its sole discretion

4. Does the membership have an expiry date?

Members who do not meet the internal criteria at the time of review may be excluded from redeeming any programme privileges.

5. How often is my membership reviewed?

The following customers are not eligible unless approved by PSPL management: 

• Corporate Accounts, B2B Accounts holders, and Joint Account holders. 
• PSPL account holders whose accounts are suspended, cancelled, or terminated. 
• Accounts of employees of all PhillipCapital Group and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children). 

6. Can the terms of the Phillip Prestige change?

Yes, PSPL reserves the right to modify or terminate Phillip Prestige at any time. If there are significant changes to the terms, Members will be notified. Continued participation after notification of any changes will imply acceptance of the revised terms by the Members.

7. How can I exit or re-join the Phillip Prestige Programme?

If you wish to exit the Phillip Prestige Programme, you may opt out at any time by contacting our customer service team at +65 6531 1551 or by sending us an email at talktophillip@phillip.com.sg. Alternatively, you can also reach out to your licensed representative for assistance. Upon opting out, you will no longer be eligible for the exclusive privileges and services offered by Phillip Prestige. 

Should you wish to re-join the Programme after opting out, please contact your licensed representative directly. Re-enrolment of the programme will be subject to eligibility under prevailing criteria at the time of review.

8. Do I need to contact my licensed representative(s) to enjoy Prestige privileges?

Yes, except for complimentary lifestyle privileges, Members are required to contact their licensed representative(s).

9. What preferential fees and rates do Phillip Prestige members enjoy?

As a Phillip Prestige member, you will enjoy preferential rates and fees across a range of financial services, including: 

• Share Borrowing and Lending (SBL): Access to preferential borrowing rates for SGX-listed securities. 
• Foreign Exchange (FX) Conversion: Enjoy preferential FX rates with Multi-Currency Facility. 
• Secured Personal Loans: Reduced loan processing fees on financing solutions. 
• Contracts for Differences (CFD): Lower long finance charges for selected equity and index CFDs. 
• Trust Services: Discounted trust setup fees.

Please note that all privileges are subject to specific terms and conditions. For full details, please refer to the Phillip Prestige Programme Terms and Conditions. 

View More

Terms & Conditions for Phillip Prestige

We reserve the right to terminate or otherwise amend and change this programme at any time without prior notice at its sole and absolute discretion.

Margin

Enjoy exclusive rewards on your first bond investment

Contracts for Differences (CFD)

Access preferential rates on long-term finance charges

FX Conversion

Preferential rates* for >S$200,000 equivalent conversion

Life Insurance

Secure your future plan and enjoy rewards with your first life insurance policy

Managed Accounts

Unlock exclusive privileges when you invest with a Phillip SMART Portfolio

Margin

Complimentary access to airport lounge

Securities Borrowing & Lending (SBL)

Benefit from exclusive borrowing rates

Secured Personal Loans

Preferential loan processing fees

Trust Service

Preferential setup fees

Unit Trust

Enjoy exclusive privileges with your first unit trust investment

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

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

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

From 4 August 2025 to 31 October 2025

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

• Requires a minimum traded value of S$100,000 during the campaign period.
• Both BUY and SELL trades are applicable

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

• Requires a minimum traded value of S$100,000 during the campaign period.
• Both BUY and SELL trades are applicable

OPEN AN ACCOUNT TRADE NOW

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

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

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

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

Eligibility

• Redeemable with ONE POEMS Coin on POEMS Mobile 3 App Rewards
• Applicable for BUY Trades only
• Successful trade refers to the purchase of any SocGen and UBS DLC that are listed on SGX
• Each Customer is only eligible to redeem one S$20 DLC Coupon using the POEMS coin during the Promotion period.

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

REDEEM NOW

Frequently Asked Questions

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

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

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

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

1.  

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

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

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

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

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

Terms & Conditions

T&Cs

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

• •  

1.  

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

Be Part of a Legacy Trusted by Generations

Ready to build Your legacy with us?

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

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

• Personalised mentorship including guidance from one of our top remisiers
• Hands-on training to sharpen your market insights
• Cutting-edge digital tools to accelerate your growth and leadership empowerment 

Ready to build Your legacy with us?

As an Investment Specialist, your role includes:

Supporting clients in trading and investment strategies

Delivering market insights and financial updates

Offering suitable solutions across equities, funds and managed portfolios

Building long-term client relationships based on trust and performance 

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

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

Potential Career Progression Paths include:

• Senior Investment Specialist / Team Lead
  Guide junior specialists and manage higher-value portfolios 
• Guide junior specialists and manage higher-value portfolios 
  Work with internal teams to develop advanced investment solutions 
• Relationship Manager / Wealth Manager 
  Focus on holistic wealth advisory for high-net-worth clients 
• Branch Manager / Business Development Lead
  Lead strategic growth initiatives and talent development 

Build a respected personal brand in the financial community 

Gain exposure to regional and global markets 

Grow a stable, high-quality book of clients 

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

What Sets Our Investment Specialist Programme Apart

• Mentorship by Experienced Specialists
  Receive direct guidance from industry veterans through our structured mentorship programme
• Structured Learning
  Follow a guided, three-phase journey that blends classroom learning soft skills coaching and hands-on experience
• Real Industry Exposure
  Collaborate with seasoned investment specialists, attend industry events, and start building your client base with full training support
• Monthly Allowance
  Receive a monthly allowance during the training phase to support your professional development
• Fast-Track to Licensing
  Clear the required examinations and become a licensed trading representative ready to launch your career

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

Phase 1
Foundations & Certification 

• 3-month intensive training on products, platforms, operations, and regulations
• Clear required examinations (e.g. CM-CMP, RES1, RES5)
• Start client acquisition activities under supervision

Phase 2
Sales & On-the-Job Training 

• Receive your trader code and take full ownership of your clients
• Gain on-the-ground experience through roadshows and daily equity operations
• Enhance your communication and client-handling abilities with dedicated soft skills training

Phase 3
Continuous Growth 

• Ongoing upskilling through advanced product training and market updates 
• Continued mentorship and business-building support

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

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

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

Hear From Our Investment Specialists 

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

Bryan Tan

Senior Financial Services Manager

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

Anthony Chin Principal

Investment Specialist

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

Joey Choy

Principal Investment Specialist

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

Bryan Tan

Senior Financial Services Manager

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

Anthony Chin

Principal Investment Specialist

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

Joey Choy

Principal Investment Specialist

Get the full picture at our upcoming Career Talks!

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

Reserve a Spot

Ready to make your mark in finance?  

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

From Dormant to Dynamic
— It’s Time to Move Again.

We know life gets busy. Markets move fast, and sometimes trading takes a backseat. While you may have forgotten about us for a while, we’ve never forgotten about you.

It’s time to reignite your investing journey with us.

Reignite Your Journey with POEMS.
Advance with PhillipCapital.

or click me!

It’s our birthday but you get the gifts!

Simply scan the QR code or click the URL to enter our
POEMS Mobile 3 app and receive

(worth S$50)

AND

The first 50 to deposit S$5000
will earn an extra S$50 in cash rebates!

The first 50 to deposit S$5000
will earn an extra S$50 in cash rebates!

Redeem Now!

What’s new on POEMS Mobile 3?

Download Now!

Thank You For The 50 Years Together

Terms and Conditions

S$25 Stock Coupons

• The two S$25 US Stock Coupons are exclusive to selected Customers. The Stock Coupons will be credited into the eligible Customers’ Account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory.
• How to use:
  1. 1. Activate – ‘Swipe to Activate’ to apply the Coupon to your next eligible trade. 
     2. Trade – Place a trade on a stock or ETF that meets the Eligibility Criteria.
     3. Rebate Credited – Once the trade is completed successfully, S$25 will be credited to your Account within 2 working days.
• Eligibility Criteria:
  • Applies to BUY trades on stocks and ETFs only.
  • US market only
  • Cash trades only
  • Online trades
  • The minimum contract value to use the Stock Coupon is 
  • US$1,000 for the US Market
  • S$1,000 for the SG Market
  • Each S$25 US Stock Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
  • The Stock Coupons will expire 30 days from the date of issuance. 
  • Once activated, the Stock Coupon cannot be deactivated or reissued.
  • The S$25 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
  • The S$25 rebate, up to the contract value, will be credited to the Eligible Account within 2 working days following the successful eligible trade.
  • If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the coupon will be forfeited, and no rebate will be issued.
  • Each Customer is eligible for only two S$25 US Stock Coupons.  
    • If there are multiple Stock Coupons active, the one which has an earlier expiration date will be used up first by default. If the Coupons have the same expiry date, the coupon that was activated first by the Customer will be used by default.
  • If the Customer holds multiple trading Accounts, the Account that performs the first successful eligible trade will receive the S$25 rebate, regardless of which Account the Coupon was activated in.
  • For example:
    • Customer has Account A and Account B. Customer activates the Coupon in Account A, but later performs a successful eligible trade using Account B. In this case, Account B will be awarded the S$25 rebate.
  • This Promotion is not applicable to
    • Cash Account, Share Financing, & SBL 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.
  • 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.
  • By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
  • In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  • This advertisement has not been reviewed by the Monetary Authority of Singapore.

S$50 Cash Credit

• The S$5,000 has to be deposited within a month from the start of the campaign period, from 17 Nov to 21 Dec 2025.
• The S$50 cash credit is limited to the first 50 eligible users who successfully deposited the S$5,000 during the promotion period.
• Initial Capital must remain in the Account for at least 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$5,000 to be eligible for the S$50 Cash Credit Reward.
  • Net Cumulative Deposit refers to accumulated deposit amount, calculated from the day the Customers make and maintain their initial deposits for 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$5,000, the Customers will no longer receive any Rewards.
• The S$50 cash credit will be credited into the Eligible Account within 10 working days. 

Frequently Asked Questions

Why was my trade rejected?

Please ensure that your account is funded before placing a trade. This promotion applies only to cash upfront trades.

What happens if I do not use my Stock Coupons within 2 months?

The S$25 Stock Coupon will expire and appear under My Rewards Inventory > “Expired” tab. 

Can I view my Stock Coupons once I have redeemed them?

Yes. Once the S$25 Stock Coupon has been redeemed, it will appear under My Rewards Inventory > “Redeemed” tab.

If I deposit S$5,000, can I use these funds to trade along with one of the S$25 Stock Coupons?

Yes. Both promotions can be enjoyed concurrently, as long as you meet the eligibility criteria for each.

Subscribe to Lion Global Investors ETFs via Share Builders Plan and receive Cashback with *T&Cs.

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

Cashback Details

The promotion is applicable to the first 200 SBP accounts. Eligible customers will receive S$50 Cashback (credited to their Share Builders Plan (SBP) Ledger) for every S$300 fresh funds invested into selected Lion Global Investors’ ETFs*, with a minimum subscription period of three months via GIRO.

LGI ETFs Information Sheet

FAQ

What is the SBP Cashback promotion?

The SBP Cashback Promotion allows participants to receive S$50 Cashback for every S$300 fresh funds invested per month in any eligible counter for three consecutive months via GIRO. The cashback is capped at S$250 per SBP account.

What is the maximum Cashback for each POEMS account?

The maximum Cashback per SBP account is S$250.

How much cashback with every S$300 investment amount?

You will receive S$50 cashback after successfully completing the three consecutive months of subscription via GIRO.

If I invest in Lion-China Merchants CSI Dividend Index ETF with S$900 per month for 3 consecutive months subscription, will I receive S$150 cashback?

Yes

Month	Investment counter	Monthly Investment Amount	Investment Period	Cashback
July 2025	Lion-China Merchants CSI Dividend Index ETF	S$900	3 consecutive months	S$150
August 2025	Lion-China Merchants CSI Dividend Index ETF	S$900
September 2025	Lion-China Merchants CSI Dividend Index ETF	S$900

*This example should not be considered as financial advice.

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

Yes, you are eligible for the cashback which is granted with every S$300 invested into eligible counters within your Share Builders Plan via GIRO. Please refer to the example below

Month	Investment counter	Investment Amount	Investment Period	Cash Back
July 2025	Lion-China Merchants CSI Dividend Index ETF	S$100	three consecutive months	S$50
	Lion-OCBC Securities Singapore Low Carbon ETF	S$100
	Lion-OCBC Securities China Leaders ETF	S$100
August 2025	Lion-China Merchants CSI Dividend Index ETF	S$100
	Lion-OCBC Securities Singapore Low Carbon ETF	S$100
	Lion-OCBC Securities China Leaders ETF	S$100
September 2025	Lion-China Merchants CSI Dividend Index ETF	S$100
	Lion-OCBC Securities Singapore Low Carbon ETF	S$100
	Lion-OCBC Securities China Leaders ETF	S$100

*This example should not be considered as financial advice.

What are the eligible counters for this cashback promotion?

There are six eligible counters:

• Lion-Nomura Japan Active ETF (Powered by AI)
• Lion-OCBC Securities China Leaders ETF
• Lion-OCBC Securities APAC Financials Dividend Plus ETF
• Lion-OCBC Securities Singapore Low Carbon ETF
• Lion-China Merchants CSI Dividend Index ETF
• Lion-China Merchants Emerging Asia Select Index ETF

How do I get the maximum cashback of S$250?

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

What happens if my GIRO deduction fails once during the three-month subscription period?

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

Can I change my investment to a different eligible counter during the promotion period? For example, I invest in Lion-Nomura Japan Active ETF (Powered by AI) with S$300 in the beginning and change to Lion-OCBC Securities China Leaders ETF subsequently?

No, your investment will not qualify for the promotion. A change in counter will not constitute as a consecutive subscription. 

Month	Investment counter	Investment Amount S$	Cashback
July 2025	Lion-Nomura Japan Active ETF (Powered by AI)	300	S$0
August 2025	Lion-OCBC Securities China Leaders ETF	300
September 2025	Lion-OCBC Securities China Leaders ETF	300

Can I change the investment amount for the eligible counter during the 3 consecutive months subscription?

Yes, customers may increase or decrease their investment amount. However, please note that reducing your investment during the three-month GIRO subscription period will disqualify you from the promotion (Refer to illustration A below).

The cashback is determined based on your first month’s investment. For example, if you invest S$300 in the first month and increase your investment to S$600 in the second and third months, your cashback will still be S$50. (Refer to illustration B below)

illustration A

Month	Investment counter	Investment Amount S$	Cashback
July 2025	Lion-Nomura Japan Active ETF (Powered by AI)	600	S$0
August 2025	Lion-Nomura Japan Active ETF (Powered by AI)	300
September 2025	Lion-Nomura Japan Active ETF (Powered by AI)	300

illustration B

Month	Investment counter	Investment Amount S$	Cashback
July 2025	Lion-Nomura Japan Active ETF (Powered by AI)	300	S$50
August 2025	Lion-Nomura Japan Active ETF (Powered by AI)	600
September 2025	Lion-Nomura Japan Active ETF (Powered by AI)	600

What is an example of a 3-consecutive month subscription with GIRO?

Month	Investment counter	Investment Amount S$
July 2025	Lion-China Merchants CSI Dividend Index ETF	300
August 2025	Lion-China Merchants CSI Dividend Index ETF	300
September 2025	Lion-China Merchants CSI Dividend Index ETF	300

When can I receive the cashback?

The Cashback will be credited to your SBP account ledger approximately 30 working days from the end of your 3 consecutive months subscription via GIRO.

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

No, both SBP and eGIRO application must be completed within the promotion period to qualify.

Is GIRO the only payment method for this promotion?

Yes, GIRO is the only method eligible for the promotion.

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

No, your funds will not be considered.

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

No, reapplying after termination during the promotion period will not qualify you for the promotion.

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

No, change of investment instructions between any eligible Lion Global Investors’ ETF to another eligible counter will not be considered as fresh funds, and will not qualify for the cashback.

How to Participate

To qualify for the Cash Back, simply complete these steps:

1. Sign up for the Share Builders Plan (SBP)
   How do I sign up for the Share Builders Plan?If you have yet to open a POEMS Account, open one here.If you are an existing POEMS Account holder, simply follow these instructions:Online Application Submission
   1. POEMS Mobile 3 App:
      
      1. Log in to your POEMS Account
      2. Navigate to Trade > RSP > Share Builders Plan > Apply
   2.  
   3. POEMS Website:
      
      1. Subscribe via this link

   
   Step 2: Set Up GIRO for Recurring Investments
   Apply e-GIRO:

   1. POEMS Mobile 3 App:
      
      1. Log in to your POEMS Account
      2. Tap on the “Me” tab > eGIRO > Select SBP (Account no.) > Choose Bank > Apply
   2. POEMS Website:
      
      1. Log in to your POEMS Account
      2. Go to Acc Mgmt > Online Forms > Account Application > eGIRO > Select SBP (Account no.) > ChooseBank > Apply
         
         
2. Invest a minimum of S$300* per month in any of the eligible ETFs for three consecutive months via GIRO to qualify for the S$50 Cashback*
   Eligibility Criteria
   1. Existing SBP Customers:
      • Customers who have already subscribed to any of the Lion Global Investors’ eligible counters, will only qualify for the Cashback when investing an additional S$300 or more in fresh funds* for three consecutive months via GIRO into these counters.
      • Customers who have not subscribed to any Lion Global Investors’ eligible counters, will qualify for the Cashback after subscribing to any of the eligible counters and investing at least S$300 per month for three consecutive months via GIRO.
        
        

      *Funds deposited as a result of change of investment instructions between the Lion Global Investors’ selected counters will not be considered as fresh funds and thus, not be eligible for the promotion.
      Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

   2. New SBP Customers:
      • Customers who are new to SBP, will qualify for the cashback after subscribing and investing at least S$300 per month into any of the Lion Global Investors’ eligible counters, for three consecutive months via GIRO.
        
        

SBP Counters Eligible for the promotion:

S/N	Counter Name	Counter Name on Website
1	Lion-Nomura Japan Active ETF (Powered by AI)	A LION-NOMURA JAPAN S$
2	Lion-OCBC Securities China Leaders ETF	LION-OSPL CN LDR
3	Lion-OCBC Securities APAC Financials Dividend Plus ETF	LION-OSPL APAC FinS$
4	Lion-OCBC Securities Singapore Low Carbon ETF	LION-OSPL LOW CARBON S$
5	Lion-China Merchants CSI Dividend Index ETF	Lion-CM CSI Div S$
6	Lion-China Merchants Emerging Asia Select Index ETF	Lion-CM EM Asia S$

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

• Eligible Customers must invest a minimum of S$300 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$250 per account.
• The cashback will be processed approximately 30 working days after completion of the consecutive three-month subscription period via GIRO.

Example 1:

Month	Investment counter	Monthly Investment Amount	Investment Period	Cash Back
July 2025	Lion-China Merchants CSI Dividend Index ETF	S$300	Three consecutive months	S$50
August 2025	Lion-China Merchants CSI Dividend Index ETF	S$300
September 2025	Lion-China Merchants CSI Dividend Index ETF	S$300

*This example should not be considered as financial advice.

Example 2:

Month	Investment counter	Monthly Investment Amount	Investment  Period	Cash Back
July 2025	Lion-China Merchants CSI Dividend Index ETF	S$100	Three consecutive months	S$50
	Lion-OCBC Securities Singapore Low Carbon ETF	S$100
	Lion-OCBC Securities China Leaders ETF	S$100
August 2025	Lion-China Merchants CSI Dividend Index ETF	S$100
	Lion-OCBC Securities Singapore Low Carbon ETF	S$100
	Lion-OCBC Securities China Leaders ETF	S$100
September 2025	Lion-China Merchants CSI Dividend Index ETF	S$100
	Lion-OCBC Securities Singapore Low Carbon ETF	S$100
	Lion-OCBC Securities China Leaders ETF	S$100

*This example should not be considered as financial advice.

Example 3:

Month	Investment counter	Monthly Investment Amount	Investment Period	Cash Back
July 2025	Lion-China Merchants CSI Dividend Index ETF	S$2500	Three consecutive months	S$250
August 2025	Lion-China Merchants CSI Dividend Index ETF	S$2500
September 2025	Lion-China Merchants CSI Dividend Index ETF	S$2500

*This example should not be considered as financial advice.

Example 4:

Month	Investment counter	Monthly Investment Amount	Investment  Period	Cash Back
July 2025	Lion-China Merchants CSI Dividend Index ETF	S$1000	Three consecutive months	S$250
	Lion-OCBC Securities Singapore Low Carbon ETF	S$1000
	Lion-OCBC Securities China Leaders ETF	S$1000
August 2025	Lion-China Merchants CSI Dividend Index ETF	S$1000
	Lion-OCBC Securities Singapore Low Carbon ETF	S$1000
	Lion-OCBC Securities China Leaders ETF	S$1000
September 2025	Lion-China Merchants CSI Dividend Index ETF	S$1000
	Lion-OCBC Securities Singapore Low Carbon ETF	S$1000
	Lion-OCBC Securities China Leaders ETF	S$1000

* This example should not be considered as financial advice.

• Please refer to examples 1,2,3 and 4 on the indicative cashback amount.

Period of Promotion	T&Cs		Investment  Period	Cash Back	Eligible Counters
01 July 2025 – 30 September 2025	New to SBP S$300 Subscription into any of the Lion Global Investors’ eligible counters; for three consecutive months via GIRO.	Existing SBP Customers S$300 of fresh funds* into the Lion Global Investors’ eligible counters ; for three consecutive months via GIRO.	Three consecutive months subscription	Get S$50 cashback for every S$300 monthly subscription into any of the eligible counters during the promotion period. Eligible customer is allowed a maximum cashback of S$250 for each SBP account during the promotion period.	1) Lion-Nomura Japan Active ETF (Powered by AI) 2) Lion-OCBC Securities China Leaders ETF 3) Lion-OCBC Securities APAC Financials Dividend Plus ETF 4) Lion-OCBC Securities Singapore Low Carbon ETF 5) Lion-China Merchants CSI Dividend Index ETF 6) Lion-China Merchants Emerging Asia Select Index ETF

*Funds invested as a result of change of investment instructions between the Lion Global Investors’ selected counters will not be considered as fresh funds and hence not eligible for the promotion.

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

You’re all set to participate in this Promotion!

View full Terms and Conditions

Disclaimers:

1. All the examples of investment counter and amount should not be considered as financial advice.
2. 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.
3. 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.
4. Any opinion or view herein is made on a general basis and is subject to change without notice.
5. 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.
6. The information is correct as at the date of print and the company reserves the right to revise the charges.
7. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Amova E Fund ChiNext Index ETF

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

Invest Now

More About Amova E Fund ChiNext Index ETF

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

Why Invest in Amova E Fund ChiNext Index ETF

Discover tomorrow’s potential winners across promising investment themes

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

Enjoy tailwinds from China’s national vision

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

Gateway to untapped opportunities

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

Top 10 constituents

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

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

Brochure Product Highlights Sheet

Webinars Lineup

Your Gateway to China’s untapped opportunities

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

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

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IOP Subscription Details

IOP Subscription Details
Subscription Period	3 July 2025 to 14 July 2025
Listing Date	22 July 2025
Subscription Price	SGD 1.00 per unit
Minimum Quantity	1,000 units
Commission Fees	Zero Commission
Transfer Fees	S$10.00 (subject to GST) for Cash Management Account. Other Phillip Investment Account Types will not be subject to transfer fee charge.
Trading Currency	SGD, RMB, USD
Allotment	Full Allotment

Key Information

Key Information
ETF Name	Amova E Fund ChiNext Index ETF
Underlying Index	ChiNext Total Return Index
Issue Price	SGD 1.00 per unit
Initial Offer Period (IOP)	3 July 2025 to 14 July 2025
Listing Date	22 July 2025
Base Currency	RMB
Trading Currency	SGD, RMB, USD
SGX Code	SGD-Hedged Share Class: CXT RMB Share Class: Primary Currency (RMB): CXN Secondary Currency (USD): CXO
Trading Board Lot Size	1 unit
Management Fee	0.30% p.a.
Replication Strategy	Optimisation or Representative Sampling
Classification Status	Excluded Investment Product

Terms and Conditions for Initial Offer Period for Amova E Fund ChiNext Index ETF

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

Terms and Conditions for IOP Promotion

1. Customers who subscribe S$10,000 or more in the Amova E Fund ChiNext Index ETF (“ETF”) will receive a S$35 in cash credit. Those who invest between S$6,000 and S$9,999 will receive a S$25 in cash credit. Cash credit will be awarded only to subscribers who successfully fulfil a one-month holding period after the listing date.
2. The Campaign period is from 3 July 2025, Thursday at 9am to 14 July 2025, Monday at 5pm. 
3. The Cash Credit is limited to the first 250 Customers.
4. The Cash Credit is limited to one reward per Customer.
5. This promotion is limited and available on a first-come, first-served basis.
6. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants. 
7. In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained. 
8. By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions. 

Events Lineup

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

ETFs

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

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Shares Builders Plan Promo (Young Investor Programme)

Terms and Conditions

1. The Promotion Period is from 4 Oct 2025 (0000hrs) to 31 Dec 2025 (2359hrs), both dates inclusive.
2. The first 100 Customers who sign up for Share Builders Plan (SBP) or Junior Share Builder Plan (JSBP) and invest in the eligible Hong Kong Singapore Depository Receipts (HK SDR) counters during the Promotion Period will receive a S$50 cash reward.
   
3. Eligible Customers aged 18 to 30 years old will receive an additional S$50 cash reward (total S$100).
4. Eligible Customers will receive the cash reward, subject to the following conditions:
   • The Customer’s SBP or JSBP account must be opened and successfully linked to eGIRO.
   • A minimum monthly investment of S$100 must be made for at least 6 consecutive months.
   • Any failed GIRO deduction, or any suspension or termination of the SBP or JSBP account during the 6-month qualifying period will result in Customer being disqualified.

5. The qualifying period begins from the date of the first successful monthly investment.
6. The S$50 or S$100 cash reward will be credited to the Customer’s SBP or JSBP account within 30 business days after completing the 6-month qualifying period.
7. Customers will receive an email confirming their eligibility within 7 business days of account opening.
8. Each customer is limited to one reward under this promotion.
9. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
   • Customers who engage the services of a representative from an external provider (B2B).
   • Corporate Accounts and Institutional Accounts.
   • All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).

10. PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all participants.
11. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
12. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
13. This advertisement has not been reviewed by the Monetary Authority of Singapore.

FAQs

Who is eligible to participate in the Promotion?

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

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

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

• If you don’t have a POEMS account yet, open a POEMS account HERE 
• If you already have a POEMS account, follow the steps below to open an SBP account and apply for eGIRO:

Via POEMS Mobile 3 App

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

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

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

Via POEMS 2 Web

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

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

       4. Review and submit

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

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

Why and when do I need to apply for eGIRO?

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

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

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

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

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

What are the counters available?

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

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

When will I receive my rewards?

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

How can I check my reward?

You can view the reward in your SBP monthly statement.

From 1 July 2025 to 30 September 2025

Trade SocGen DLCs at 0 commission!

Trade Now

What is a DLC?

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

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

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

Don't have an Account yet?

Open an Account Now

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

Why Trade DLCs?

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

Flexibility to trade both rising and falling markets

Low capital outlay and loss is limited to invested amount

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

Transparent pricing due to tradability of the products on exchange

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

 

Frequently Asked Questions

What are the benefits of trading DLCs ?

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

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

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

NUGW	Counter Code
Meituan (3690.HK)	Underlying
5x	Leverage Factor
Long	Long/Short
SG	Issuer (SG = Societe Generale)
24092025	Expiry Date (YYMMDD)

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

 

Terms & Conditions

Terms and Conditions

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

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

o   Only BUY Trades will be eligible.

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

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

o   PSPL institutional Customers and corporate Customers

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

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

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

About the Carpark Coupon:

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

Please note that:

• parking coupon can only be utilised on the event day
• parking has been reserved at the non-member multi-storey carpark (Levels 4 & 5) 
• parking is subject to availability on a first-come-first-served basis. 

 

About this Event:

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

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

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

Date	28 June 25, Saturday
Time	9am - 4:45pm
Location	Singapore Swimming Club 45 Tanjong Rhu Rd, Singapore 436899
POEMS Reward Points to Redeem One Carpark Coupon	200 Points (worth S$10)

Date	28 June 25, Saturday
Time	9am - 4:45pm
Location	Singapore Swimming Club 45 Tanjong Rhu Rd, Singapore 436899
POEMS Reward Points to Redeem One Ticket	200 Points (worth S$10)

Redeem Now

How to Redeem?

On POEMS 2.0 Web

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

Upon Submission

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

Frequently Asked Questions

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

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

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

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

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

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

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

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

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

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

Who can I contact if I have some enquiries?

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

Grow Your US Portfolio with Just a Fraction of a Share

Open an Account

Grow Your US Portfolio with Just a Fraction of a Share

Open an Account

What Challenges Do Investors Face?

Limited Cash Flow

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

Market Intimidation

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

High Cost of Entry

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

What Challenges Do Investors Face?

High Cost of Entry

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

Market Intimidation

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

Limited Cash Flow

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

Invest in US Stocks, One Fraction at a Time

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

Invest in US Stocks, One Fraction at a Time

Invest in Premium Stocks Without the Full Price

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

Stay Diversified,
Even on a Budget

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

Perfect for Dollar-Cost
Averaging

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

Why Trade US Fractional Shares with POEMS?

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

Dedicated Specialist available

NO Platform Fee

US Fractional Shares Order Details

Eligibility of Order Types

• Only Regular Trading Hours (RTH) Limit and Market orders are eligible.

• US Fractional Trading is not eligible for extended hours and GTD orders.

Minimum Order

• The minimum order for US Fractional shares orders is 0.001

• US Fractional Shares national value must be more than US$1 per order

Corporate Actions

• US Fractional shares are still subject to corporate actions (e.g. stock splits, dividend distributions, and others)

• US Fractional shares are non-transferable and investors are not entitled to voting rights.

Check Out Our Tutorial Video on US
Fractional Shares

Open an Account & Start Trading with POEMS!

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

Open Account

FAQ

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

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

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

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

US Fractional Shares can only support Market and Limit orders.  

3. Where can I trade US Fractional shares?

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

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

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

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

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

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

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

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

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

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

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

8. How do I execute Dollar-based orders?

To place Dollar-based orders,

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

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

 

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

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

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

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

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

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

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