You will receive S$10 US Stock Coupon and S$50 Cash Credit when the following has been verified:
(a) Your friend is new to Phillip Securities, has successfully opened a Cash Plus Account or Cash Management Account with Excess Funds Management (SMART Park) opt in >> You will receive S$10 US Stock Coupon
(b) Your friend funded at least S$3,000 into their Account within 14 days of Account opening and does not withdraw the funds for 30 days >> You will receive S$50 Cash Credit
The S$10 US Stock Coupon will be redeemable within 10 working days via POEMS Mobile 3 App > Me > Rewards Inventory once your Referee has fulfilled the requirements (open Cash Plus or Cash Management Account and opts into Excess Funds Management (SMART Park))
The S$50 Cash Credit will be credited into the Referrer’s POEMS Account once it has been verified that the Referee has not withdrawn the fund for 30 days. This process may take up to 40 days following the funding date.
Yes, the S$10 US Stock Coupon is only redeemable on POEMS Mobile 3. If you are using POEMS Mobile 2.0 App, please download POEMS Mobile 3 and log in to claim the Coupon.
Login to POEMS 2.0 Website > “Acct Mgmt” > “Stocks” > “Online Forms”. Please note that any existing GIRO facility with a Cash Trading Account has to be terminated before we can process the conversion to a Cash Management Account.
Please contact your dealer or Trading Representative. Alternatively, you can reach our Customer Service Hotline at 6531 1555 or send an email to talktophillip@phillip.com.sg.
Referral Programme (“Programme”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (“PSPL”) to open a Cash Plus Account (“Referee”), from 10 March 2026 to 10 June 2026.
Within this context, “Referrers” refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing Accounts (“Qualified Accounts”).
A referral will be considered successful only when the referee fulfils all of the following:
Opens a Cash Plus Account using a unique referral link generated by the referrer
Does not change the Account type during the promotion period
Abides by the terms and conditions
If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
Referrers will only receive a S$10 US Stock Coupon and S$50 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts (regardless of Account type).
Only the first 10 referred Accounts (regardless of Qualified Account) will be considered as successful referrals.
Rewards for Referrer: The Referrer will be entitled to a S$10 US Stock Coupon and S$50 Cash Credit when his/her Referee
Successfully opens a Cash Plus Account and opts in to Excess Funds Management (SMART Park), he/she would receive S$10 US Stock Coupon.
deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date, he/she would receive S$50 Cash Credit. The deposit cannot withdraw from the Account for a period of at least 30 days.
Please note that the Stock Coupon and Cash Credit are non-transferable and non-withdrawable.
Activation and crediting of the Referrer’s Rewards:
S$10 US Stock Coupon:
Referrers will be required to download and login to POEMS Mobile 3 App, in order to receive the S$10 US Stock Coupon, once their referees have fulfilled the requirements (refer to point 3). Failure to do so, will result in forfeiture of the Reward/s.
The S$10 US Stock Coupon will be credited into the eligible Referrers’ Account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory, within the 10 working days provided that the Referrers login to POEMS Mobile 3 App and their Referees have fulfilled the requirements.
How to Use:
Activate – ‘Swipe to Activate’ to apply the Coupon.
Trade – Place a trade on the Stock Coupon that meets the Eligibility Criteria.
Rebate Credited – Once the trade is completed successfully, S$10 will be credited to your Account within 2 working days.
Eligibility Criteria:
Buy stocks only
US Market only
Cash trades only
The S$10 US Stock Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
The Coupon will expire 30 days from the date of issuance.
Once activated, the Coupon cannot be deactivated or reissued.
The S$10 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
The S$10 rebate, up to the contract value, will be credited to the eligible Account within 2 working days following the successful eligible trade.
If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the coupon will be forfeited, and no rebate will be issued.
If there are multiple Stock Coupons active, the one which has a nearer expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
S$50 Cash Credit:
Referrers will receive the S$50 Cash Credit into their Account within 10 working days once their referees have fulfilled the requirements.
Activation and crediting of the Referees’ Rewards:
Referee consents to the disclosure of his or her name and referral status to the Referrer.
The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
Referees who have closed any Accounts with PSPL
Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
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.
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.
Referral Programme (“Programme”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (“PSPL”) to open a Cash Management Account (“Referee”), from 10 March 2026 to 10 June 2026.
Within this context, “Referrers” refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing (“Qualified Accounts”)
A referral will be considered successful only when the referee fulfils all of the following:
Opens a Cash Management Account using a unique referral link generated by the referrer
Opts into Excess Funds Management (SMART Park)
Does not change the Account type during the promotion period
Abides by the terms and conditions
If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
Referrers will only receive a S$10 US Stock Coupon and S$50 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts that fulfil clause 9 (regardless of Account type)
Only the first 10 referred Accounts (regardless of Qualified Account) will be considered as successful referrals
Referee consents to the disclosure of his or her name and referral status to the Referrer
The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
Referees who have closed any Accounts with PSPL.
Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
Rewards for Referrer: The Referrer will be entitled to a S$10 US Stock Coupon and S$50 Cash Credit when his/her Referee:
Successfully opens a Cash Management Account and opts in to Excess Funds Management (SMART Park), he/she would receive a S$10 US Stock Coupon
deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date, he/she would receive S$50 Cash Credit. The deposit cannot withdraw from the Account for a period of at least 30 days.
Please note that the Stock Coupons and Cash Credit are non-transferable and non-withdrawable.
Rewards for Referee:
Account Opening Rewards:
0% Sales Charge on Unit Trust
Free Live Prices for SGX and US Asian Hours
Free Live Prices for US (NASDAQ, NYSE, AMEX), Malaysia (BURSA), Thailand (SET), and US Options for non-professionals.
Free SGX Enhanced Market Depth Access until 30 November 2026. For more information, please refer to poems.com.sg/sgx-enhanced-market-depth.
Fund Rewards:
Fund at least S$3,000 within 14 days of Account opening (“Initial Capital”) and hold the funds for at least 30 days to redeem
S$10×5 Stock Coupons
Fund at least S$10,000 within 14 days of Account opening (“Initial Capital”) and hold the funds for at least 30 days to redeem
S$20×10 Stock Coupons
Initial Capital must remain in the Account for at least 30 days. It can be used for BUY trades, but it cannot be withdrawn or transferred.
The deposit must be fresh cash funds transferred from the Customer’s bank account, and does not include funds transferred within PSPL Accounts, cash dividends, sales proceeds or Account credit transactions.
Customers must ensure that their Net Cumulative Deposit amount does not fall under S$3,000/S$10,000 to be eligible for the Fund Reward for the tier respectively.
Net Cumulative Deposit refers to accumulated deposit amount, calculated from the day the Customers make and maintain their initial deposits for 30 days. Capital gains and losses are excluded.
The calculation of Net Cumulative Deposit is done daily. All withdrawals made during the holding period will reduce the Customers’ daily Net Cumulative Deposit.
Once the daily Net Cumulative Deposit falls below S$3,000, the Customer will no longer receive any Rewards. If the daily Net Cumulative Deposit falls below S$10,000 but remains at or above S$3,000, the Customer will only be eligible for the Tier 1 Reward.
Activation and crediting of the Referrer’s Rewards:
S$10 US Stock Coupon:
The S$10 US Stock Coupon will be credited into the eligible Customers’ Account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory, within 30 days of the end of the campaign. How to Use:
Activate – ‘Swipe to Activate’ to apply the Coupon.
Trade – Place a trade on the Stock Coupon that meets the Eligibility Criteria.
Rebate Credited – Once the trade is completed successfully, S$10 will be credited to your Account within 2 working days.
Eligibility Criteria:
Buy stocks only
US Market only
Cash trades only
The S$10 US Stock Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
The Coupon will expire 30 days from the date of issuance.
Once activated, the Coupon cannot be deactivated or reissued.
The S$10 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
The S$10 rebate, up to the contract value, will be credited to the eligible Account within 2 working days following the successful eligible trade.
If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the coupon will be forfeited, and no rebate will be issued.
If there are multiple Stock Coupons active, the one which has a nearer expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
S$50 Cash Credit:
Referrers will receive the S$50 Cash Credit into their Account within 10 working days once their referees have fulfilled the requirements.
Referrers will be required to download and login to POEMS Mobile 3 App in order to receive the S$10 US Stock Coupon, once their referees have fulfilled the requirements. Failure to do so, will result in forfeiture of the Reward/s.
Activation and crediting of the Referees’ Rewards:
Account Opening Rewards:
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), Malaysia (BURSA), Thailand (SET), and US Options for non-professionals.
Free subscription for SGX Enhanced Market Depth Access would be granted automatically.
Tier 1 or 2 Fund Reward:
Customers are required to download and login to POEMS Mobile 3 App within 30 days of Account Opening, in order to receive The Tier 1 or 2 Fund Reward, once they have fulfilled the requirements.
Customers must claim the Tier 1 or 2 Fund Reward and execute the eligible trade/s on POEMS Mobile 3 App within 90 days of becoming eligible. Failure to do so, will result in forfeiture of the Reward/s.
Customers will be notified via POEMS Mobile 3 App (please ensure that App push notifications are enabled on your mobile device) and by Email once they qualify for the reward.
The Coupon will expire 90 days from the date of issuance.
Once redeemed, the Coupon cannot be reissued.
Eligibility Criteria:
BUY stocks only
US and Singapore Markets only
Cash trades only
Online trades only
A minimum contract value of US$100/S$100
This Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
Once activated, the Coupon cannot be deactivated or reissued.
This Coupon will be automatically applied to the first successful eligible trade executed, after activation and before its expiry.
The rebate, up to the contract value, will be credited to the eligible Account within 5 working days following the successful eligible trade.
If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the Coupon will be forfeited, and no rebate will be issued.
If multiple Stock Coupons are active, the one with the nearest expiration date will be used up first by default. If the Coupons have the same expiry date, the Coupon that was activated first by the Customer will be used by default.
If the Customer holds multiple trading Accounts, the Account performing the first successful eligible trade will receive the rebate, regardless which Account the Coupon was activated in. For example, a Customer has two Accounts, Account A and Account B. The Customer activates the Coupon in Account A, but later performs a successful eligible trade using Account B. In this case, Account B will be awarded the rebate.
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.
Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the prize; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Hong Kong IPO and Financing
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🏙️
🀄
🍵
🏮
🐼
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Hong Kong
IPO
Gateway
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🏮
IPO
囍
Hong Kong is one of Asia's largest fundraising hubs, with over 2,600 listed companies and a strong pipeline of new listings each year.
The HKEx Main Board and GEM Board attract diverse issuers, from China's new-economy firms to international consumer and biotech names.
IPOs are typically priced in HK dollars and allocated through a ballot-based system; oversubscription is common for high-profile listings.
Retail investors can participate via public tranche applications, with allotment results announced before the first trading day.
Factors that drive subscription demand include company fundamentals, sector sentiment, liquidity, and overall market tone.
Hong Kong IPO Market Snapshot
~HK$46B
Total Funds Raised
73
New Listings (Main Board & GEM)
> 60×
Avg. Retail Oversubscription (Top 10)
Top Sectors
Consumer, Tech, Healthcare
Hong Kong continues to serve as a major gateway for Chinese and Asia-Pacific issuers seeking global capital. Each year, the Exchange hosts dozens of new listings spanning technology, consumer, healthcare, and industrial sectors.
When a company lists, shares are offered through two tranches: a public offering for retail investors and an international placement for institutions. The retail portion is usually small (around 10% of the total offering) and is subject to scaling if demand is high.
Investors applying through the public tranche typically do so in board lots and may receive partial or zero allotment depending on the final subscription ratio. All applications and refunds are made in HK dollars.
This section aims to help investors understand the process and key considerations when participating in Hong Kong IPOs via licensed brokers. It does not constitute an offer to buy or sell any securities.
You can now subscribe to HK IPO with Share Financing!
With POEMS Share Financing for HK IPOs, Eligible Customers have the option to apply for new listings with a financing arrangement that reduces the initial cash outlay required at subscription. This arrangement allows participation in IPOs without committing the full amount upfront.
Customers who prefer not to use the financing arrangement may also subscribe to HK IPOs through full payment.
For further details on the process and eligibility, please contact your designated Trading Representative or your Dealing team
For both Share Financing (80%) and Full Payment methods, the eligibility criteria are as follows:
Minimum of S$200,000 subscription (or its equivalent of HKD$ )
a. For Share Financing, the 20% co-payment is S$40,000 minimum (or its equivalent of HKD$ )
Account must be prefunded with the minimum subscription or co-payment amount
Prefunding deposit must be in cash
Submit the duly completed form to your Trading Representative or Dealing team latest by 10:00AM SGT the day before subscription period ends
Leveraged IPO subscriptions magnify gains and losses; prices may move sharply on listing.
Share Financing (80%)
Full payment
HK 100 subscription fee
1.0085% foreign fees on allotted value
9% GST on all applicable fees
80% HK IPO Financing amount is interest free.
If allotment is >20% co-payment, please refer to account Information Sheet for the applicable interest rate if currency balance runs into deficit.
Estimate deposit and fees for Share Financing or Full Payment (no interest).
Step 1: Enter your application details (shares, offer price, and FX).
80% (fixed)
WARNING: Application amount might not be more than S$200k, please check your prevailing SGDHKD rates, ignore if >S$200k.
Advanced parameters Locked
Values are preset by POEMS and cannot be changed on this page.
Step 2: Enter your assumed/actual allotment to see settlement.
Step 3: Choose your subscription method to view deposit.
Share Financing deposit = 20% × (Application + foreign fees on application + GST on those fees) + Subscription fee.
At settlement, foreign fees & GST are charged on the allotted value (shares × offer price).
Figures are estimates; actual charges and allocations may differ. The results from this calculator will not be considered grounds for dispute.
Looking ahead? Explore the upcoming HK IPO calendar.
Check out our Hong Kong Pre-IPO trading here as well!
Scan the Qr Codes to view the upcoming IPO calender or join HK IPO Community on POEMS Mobile 3 App!
This material does not constitute a recommendation, an offer, invitation to offer or solicitation to buy or sell any investment products mentioned. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.To the extent that this material constitutes an offer or invitation to a relevant person or a person specified under section 275(1A) of the SFA, the material herein is provided as information only and not as an advertisement under section 275 of the SFA.
Terms and Conditions - HK IPO application
These terms shall form an integral part of and shall be read together with the Conditions Governing Phillip Securities Accounts. The Customer represents and warrants that he/she meets the eligibility criteria and other requirements set out in the relevant IPO Offering Documents and is not disqualified from making the HK IPO application under any law or regulation.
All applications are denominated in HK$. Minimum subscription amount is S$200,000 (or HK$ equivalent) for full payment and S$40,000 (or HK$ equivalent) for share financing per IPO application.
IPO allotment results are determined by the issuer. PSPL does not guarantee any allocation.
In the event of zero or partial allotment, The Customer’s unused funds (net of application fees) will be credited back to The Customer’s trading account within three business days after refunds are received by PSPL.
The Customer shall bear all currency exchange costs and risks, including any exchange losses arising from any adverse S$/HK$ movements; PSPL is not liable for such losses.
The Customer acknowledges that he/she is aware of and accepts the risks involved in HK IPO applications, including:- Allotment Risk: popular HK IPOs are frequently oversubscribed, and Customers may receive minimal or even zero allocation.
- Market Risk: IPO shares may trade below the offer price upon listing, resulting in capital loss.
- Leverage Risk: Financing amplifies both gains and losses; and Customers may sustain losses greater than the initial payment.
- FX Risk: conversion between currencies exposes The Customers to exchange rate fluctuations.
- Liquidity Risk: The Customers may not be able to sell the allotted shares at their desired price or time in market stress.
PSPL may amend these Terms (including rates and fees) at any time by posting the revised Terms on its website; continued participation constitutes acceptance.
Application process
The Customer must complete and sign the relevant IPO Irrevocable Application & Compliance Form.
Applications must reach PSPL no later than 10:00 SGT, two business days before the official SEHK close of the IPO subscription period. Applications submitted after the cutoff may be rejected or processed on a best-efforts basis at PSPL’s discretion.
PSPL will deduct from The Customer’s trading account the subscription amount (plus fees and interest as applicable) before the IPO listing date, or upon notification of allotment, whichever is earlier.
Applications may only be submitted through the Customer’s designated Trading Representative or Dealing team.
HK IPO application fee: HK$ 100 per application (non-refundable). Other charges (e.g., FX spreads, bank charges) may apply.
If cleared funds are insufficient, PSPL may liquidate the Customer’s securities or exercise any right of setoff; default interest and administrative fees may apply.
An applicant shall submit only one application for the service or product. Multiple submissions, including those made by or through another third-party intermediary (such as a broker), will be rejected.
Financing terms
The Customer must complete and sign the relevant IPO Financing Application Form.
IPO financing is 80 % of the subscription amount. The Customer must deposit the remaining 20% co-payment plus fees before the application is accepted.
Interest will only be charged on allotments that have exceeded the 20% initial payment and will be charged on the difference (monies borrowed).
Debit interest is charged on debit balance at 7% p.a., beginning on the allotment date if the account does not have/convert sufficient HK$. If the IPO listing is deferred or settlement is delayed beyond four days, interest continues to accrue daily at 7 % p.a. until the loan is repaid, or forced selling is in place. (If allotment is more than 20% co-payment value)
UOBAM Ping An FTSE ASEAN Dividend Index ETF IOP
UOBAM Ping An FTSE ASEAN Dividend Index ETF
Initial Offering Period (IOP) from 7 to 23 January 2026
About the UOBAM Ping An FTSE ASEAN Dividend Index ETF
UOBAM Ping An FTSE ASEAN Dividend Index ETF tracks FTSE ASEAN ex REITs Target Dividend Index.
The Index aims to achieve 100% dividend yield increase compared to its underlying Index - FTSE ASEAN Index.
Why Invest in the UOBAM Ping An FTSE ASEAN Dividend Index ETF?
Dividend Income
It focuses on companies with strong, sustainable dividend yields which is historically a major component of total returns in ASEAN markets.
Demographic Opportunities
ASEAN is one of the world’s fastest-growing regions. Tap into its long-term growth potential, powered by a young population and a rapidly expanding middle class.
Diversification Benefits
Build a resilient portfolio with balanced exposure to both growth-oriented and mature ASEAN economies, focusing on sectors with lower cyclicality and providing portfolio diversification.
Top 10 Index Constituents
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 23 January Fri 2026.
Ensure sufficient funds are available in your POEMS Account to complete the application process (including the subscription amount and GST) by 23 January Fri 2026 at 5pm.
The ETF aims to pay dividends of at least 6.0 per cent p.a. in 2026 and 2027.
Distributions are not guaranteed. Distributions may be made out of income, capital gains and/or capital. This relates to the disclosed distribution policy as set out in the Fund’s prospectus.
The subscription period for UOBAM Ping An FTSE ASEAN Dividend Index ETF (“ETF”) is from 7 January 2026, Monday at 9am to 23 January 2026, Friday at 5pm.
The online subscription will close on 23 January 2026 at 5pm. No new applications, amendments, or withdrawals are allowed after this deadline.
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.
Only one application is allowed per Account.
Each ETF unit is priced at SGD 1 and the minimum order quantity is 100 units, with an incremental order size of 100 units.
There are zero commission fees.
The total amount payable is denominated in SGD. The settlement currency will be in SGD.
Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 23 January 2026 at 5pm.
Applications will be rejected if the Account does not have or reflect sufficient funds after 23 January 2026 at 5pm.
ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 29 January 2026.
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 January 2026 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 be entitled to receive a S$10 cash credit for every S$5,000 subscribed into the UOBAM Ping An FTSE ASEAN Dividend Index ETF, provided that they hold their subscription from 29 January 2026, the listing date of the fund, to 28 February 2026 (the Minimum Holding Period).
The Campaign Period runs from 7 January 2026, Wed at 9.00am to 23 January 2026, Fri at 5.00pm.
The Cash Credit is capped at S$500 per POEMS account.
The Cash credits is to be provided to the first 300 eligible clients of PSPL who invest in the ETF during the IPO.
The Cash Credit will be credited to your account within one month after the holding period.
Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to:
(i) Amend, add, or delete any of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected; or
(ii) Vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
In the event of a dispute regarding a client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obligated to give any reasons on any matter concerning the Promotion, and no correspondence or claims will be entertained.
By taking part in this promotion, the customer acknowledges that he/she has read, understood, and consented to these Terms & Conditions.
Mr Shankar Panchadcharam | Senior Director, Business Development | UOB Asset Management & Ms Low Soo Fang | Vice President, Equities Research | UOB Asset Management
Zoom
Trade Gold for Gold Promo
Win a1/2 OZ PAMP GOLD BAR
(worth S$3,000*)
& Receive S$20 Cash Credits!
Trade Gold for Gold!
Trade SPDR Gold Shares to Win & Redeem!
*Subjected to Price Fluctuations.
OPEN ACCOUNT
Win a 1/2 OZ PAMP GOLD BAR (worth S$2,700*) & Receive
S$20 Cash Credits
Trade Gold for Gold!
Trade SPDR Gold Shares to Win & Redeem!
OPEN ACCOUNT
*Subjected to Price Fluctuations.
Be the Top Trader to win
1/2 oz PAMP Gold Bar
From 12 January 2026 to 31 March 2026
Be the Top Trader by Total Traded Value in SPDR Gold Shares: GLD SG$ (SGX:GSD) and/or GLD US$ (SGX:O87)
No Minimum Traded Value
Only BUY Trades are Applicable.
GLD SG$
GLD SG$ (Ticker: GSD) refers to the SPDR Gold Shares traded on the Singapore Exchange (SGX) in Singapore Dollars (SGD), offering investors a way to track gold's price without holding physical gold, backed by physical gold bullion in vaults, aiming to reflect gold's performance minus expenses, providing portfolio diversification and a hedge against economic uncertainty.
TRADE GLD SG$ (SGX:GSD)
GLD US$
GLD US$ (Ticker: O87) refers to the SPDR Gold Shares ETF traded on the Singapore Exchange in U.S. dollars (USD). It’s the same fund as the well-known SPDR Gold Shares (GLD) but quoted and settled on SGX in USD rather than SGD.
TRADE GLD US$ (SGX:O87)
Be the Top Trader by Total Traded Value in SPDR Gold Shares:
GLD SG$ (SGX:GSD) and/or GLD US$ (SGX:O87)
No Minimum Traded Value
Only BUY Trades are Applicable.
GLD SG$
GLD SG$ (Ticker: GSD) refers to the SPDR Gold Shares traded on the Singapore Exchange (SGX) in Singapore Dollars (SGD), offering investors a way to track gold's price without holding physical gold, backed by physical gold bullion in vaults, aiming to reflect gold's performance minus expenses, providing portfolio diversification and a hedge against economic uncertainty.
TRADE GLD SG$ (SGX:GSD)
GLD US$
GLD US$ (Ticker: O87) refers to the SPDR Gold Shares ETF traded on the Singapore Exchange in U.S. dollars (USD). It’s the same fund as the well-known SPDR Gold Shares (GLD) but quoted and settled on SGX in USD rather than SGD.
TRADE GLD US$ (SGX:O87)
Check out the Comparison Chart between S&P 500 & Gold in 2025
Blue line: Gold
Orange line: S&P 500
Source: TradingView
Claim your S$20 Gold Coupon on POEMS Mobile 3 App Rewards
Valid to redeem and trade from 9 January to 31 March 2026 (while stocks last).
Claim your S$20 Gold Coupon on POEMS Mobile 3 App Rewards
Valid to redeem and trade from 9 Jan to 31 Mar 26 (while stocks last).
Eligibility
Redeemable with one POEMS Coin via POEMS Mobile 3 App Rewards
Applicable for BUY Trades only
A successful trade refers to the purchase of SPDR Gold Shares, either GLD SGS (SGX:GSD) or GLD US$ (SGX:087).
Each Customer is only eligible to redeem one S$20 Gold Coupon using the POEMS coin during the Promotion period.
Scan the QR Code to redeem the S$20 Gold Coupon!
REDEEM NOW
This promotion is valid from 12 January 2026 to 31 March 2026, and is open to new and existing Customers of Phillip Securities Pte Ltd (“PSPL”).
Promotion Details:
Top Trader Promotion:
1 X 1/2 OZ PAMP Gold Bar*:
Eligibility:
Be the top trader by total traded value in SPDR Gold Shares (SGX:GSD), (SGX:O87) during promotion period.
Only BUY trades are applicable
*Subjected to availability. May be substituted with a 1/2 OZ Gold Coin of similar value.
Notification:
You will be notified via email or phone within one month after the end of the promotion period.
S$20 Gold Coupon:
Eligibility Criteria:
BUY trades only
SPDR Gold Shares (SGX:GSD) and (SGX:087) 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 Gold 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 Gold 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 on 31 Mar 2026. You are required to redeem the Coupon and execute the eligible trade within the Coupon validity period.
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 April 2026 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.
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:
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.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Share Builder Plans
Think Big, Start Small. Build Your Portfolio by Investing Regularly.
Think Big, Start Small. Build your Portfolio by investing Regularly.
Receive S$50 In Rewards
when you invest in
Hong Kong SDR counters via Share Builders Plan.
Receive S$50 In Rewards
when you invest in
Hong Kong SDR counters via Share Builders Plan.
Why Share Builders Plan (SBP)
Take the first step towards growing your portfolio the smart way. With SBP, you can start investing regularly from just S$100/month through dollar-cost averaging. It’s a disciplined, stress-free way to build wealth over time without needing a large upfront sum.
LEARN MORE ABOUT SBP
What are Hong Kong Singapore Depository Receipts (SDR)
A Hong Kong SDR allows you to invest in Hong Kong-listed companies through the SGX, without trading directly on overseas markets. Each SDR is backed by the underlying shares held by a custodian, giving you beneficial ownership and easy access to global opportunities.
Why invest in HK SDRs?
Secure Custody
Held safely with CDP or sub-accounts under
Phillip Securities.
Global Access
Invest in overseas companies through a single marketplace.
Cost-Efficient
Local brokerage and fees apply, no additional FX or
overseas charges.
SGD Trading
Trade, clear and settle during SGX market hours in SGD.
Flexible & Transparent
Easily convert to underlying securities; corporate actions clearly announced.
Eligible HK SDR counters
ALIBABA HK SDR 5TO1
ALIBABA HK SDR 5TO1 2
BYD HK SDR 10TO1
TENCENT HK SDR 10TO1
MEITUAN HK SDR 5TO1
BANK OF CHINA HK SDR 1TO1
HSBC HK SDR 5TO1
XIAOMI HK SDR 2TO1
PING AN INS HK SDR 2TO1
LEARN MORE ABOUT SDR
START NOW
T&Cs
SBP HK SDR Promo T&C
1. The Promotion Period is from 6 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.
No.
Full Company Name
Counter Name in POEMS
Sector
*Dividend Yield
1
ALIBABAB HK SDR 5TO1
Alibaba Hk SDR 5to1
Information & Communication Technology
New
2
BANK OF CHINA HK SDR 1TO1
Bank of CN HK SDR 1to1
Banking
New
3
BYD HK SDR 10TO1
BYD HK SDR 10to1
Automobile
New
4
HSBC HK SDR 5TO1
HSBC HK SDR 5to1
Banking
New
5
TENCENT HK SDR 10TO1
Tencent HK SDR 10to1
Information & Communication Technology
New
6
XIAOMI HK SDR 2TO1
Xiaomi HK SDR 2to1
Consumer Electronics
New
7
MEITUAN HK SDR 5TO1
Meituan HK SDR 5to1
E-commerce
New
8
PING AN INS HK SDR 2TO1
Ping An Ins HK SDR 2to1
Insurance
New
Disclaimer: Dividend yield figures for SBP counters are obtained from Bloomberg. The trailing 12-month dividend yield is based on data of 20 May 2025 and may be subject to future revisions.
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 the 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.
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.
What are the eligible HKD SDR counters?
Refer to the list below:
No.
Full Company Name
Counter Name in POEMS
Sector
*Dividend Yield
1
ALIBABAB HK SDR 5TO1
Alibaba Hk SDR 5to1
Information & Communication Technology
New
2
BANK OF CHINA HK SDR 1TO1
Bank of CN HK SDR 1to1
Banking
New
3
BYD HK SDR 10TO1
BYD HK SDR 10to1
Automobile
New
4
HSBC HK SDR 5TO1
HSBC HK SDR 5to1
Banking
New
5
TENCENT HK SDR 10TO1
Tencent HK SDR 10to1
Information & Communication Technology
New
6
XIAOMI HK SDR 2TO1
Xiaomi HK SDR 2to1
Consumer Electronics
New
7
MEITUAN HK SDR 5TO1
Meituan HK SDR 5to1
E-commerce
New
8
PING AN INS HK SDR 2TO1
Ping An Ins HK SDR 2to1
Insurance
New
Disclaimer: Dividend yield figures for SBP counters are obtained from Bloomberg. The trailing 12-month dividend yield is based on data of 20 May 2025 and may be subject to future revisions.
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.
Grateful for 50 Years of Trust and Partnership
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)
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
Please ensure that you have reviewed and understand the Term and Conditions associated with the campaign (Season of Savings) before participating in it.
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.
Can I change the investment amount for the eligible counter during the 3 consecutive months subscription?
Yes, customers can increase and decrease their investment amount but if you reduce your investment during the three-month GIRO subscription period, you will not qualify for the promotion. (Refer to illustration A below)
The Cashback is based on your first month’s investment. For example, if you invest S$200 in the first month, then S$600 in the second and third months, your Cashback will still be S$20. (Refer to illustration B below)
Illustration A
Month
Investment counter
InvestmentAmount S$
Cashback
October 2025
Phillip SING Income ETF
600
S$0
November 2025
Phillip SING Income ETF
200
December 2025
Phillip SING Income ETF
200
Customers can decrease their investment amount but if you reduce your investment amount during the three-month GIRO subscription period, you will not qualify for the promotion.
Illustration B
Month
Investment counter
InvestmentAmount S$
Cashback
October 2025
Phillip SING Income ETF
200
S$20
November 2025
Phillip SING Income ETF
600
December 2025
Phillip SING Income ETF
600
Customers can increase their investment amount. The Cashback is based on your first month’s investment. For example, if you invest S$200 in the first month, then S$600 in the second and third months, your Cashback will still be S$20.
What is an example of 3 consecutive months subscription via GIRO?
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
Step 2: Set Up GIRO for Recurring InvestmentsApply e-GIRO:
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.
*Funds deposited as a result of change of investment instructions between the Phillip Capital Management’ eligible 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.
New SBP Customers:
Customers who are new to SBP, will qualify for the Cashback after subscribing and investing at least S$200 per month into any of the Phillip Capital Management’ eligible counters, for three consecutive months via GIRO.
Note: The total investment amount can be distributed across multiple eligible PCM counters to qualify for the entitled investment amount.
For a better understanding, please refer to Examples 1–4 below, which illustrate how the investment amount can be spread across different eligible counters.
SBP Counters Eligible for the promotion:
S/N
Counter Name
Counter Name on Website
1
Phillip SING Income ETF
PHIL SING INC
2
Phillip-China Universal MSCI China A 50 ETF
PHIL-CU MS CHINA A50 S$
3
Phillip SGX APAC Dividend Leaders REIT ETF
PHIL AP DIV REIT S$D
4
Lion-Phillip S-REIT ETF
LION-PHILLIP S-REIT
* Counters not listed above will not be eligible for the promotion
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.
Example 1
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 2:
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
*This example should not be deemed as financial advice.
Example 3
Month
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
*This example should not be deemed as financial advice.
Example 4
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.
Period of Promotion
T&Cs
Investment Period
Cashback
Eligible Counters
01 October 2025
–
30 December 2025
New to SBPS$200 Subscription into any of the Phillip Capital Management’ eligible counters; for three consecutive months via GIRO.
Existing SBP CustomersS$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$200monthly 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
*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.
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
If you do not have a POEMS account, you can open one here before proceeding with the steps below.If you already have a POEMS account, follow these steps:POEMS Mobile 3 App
Tap on “Me” tab > eGIRO > Select SBP (Account no.) > Choose the Bank>Apply
POEMS Website:
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.
*Change of investment instructions between PCM eligible counters will not be considered as fresh funds; and will not qualify for the promotion. Please refer to Scenario A
Scenario A
Client A is an existing SBP client who has been investing S$200 per month into Phillip SING Income ETF before the PCM cashback promotion which is September 2025. The client changes the investment instruction to invest S$200 per
month into Lion-Phillip S-REIT ETF instead during the promotion period. This scenario is not considered as fresh fund and not eligible for the cashback promotion
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
*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:
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.
Note: The total investment amount can be distributed across multiple eligible PCM counters to qualify for the entitled investment amount.
For a better understanding, please refer to No.10, which illustrate how the investment amount can be spread across different eligible counters.
Promotion Details
Period of Promotion
T&Cs
Investment Period
Cashback
Eligible Counters
01 October 2025
30 December 2025
New to SBPS$200 Subscription into any of the Phillip Capital Management’ eligible counters; for three consecutive months via GIRO.
Existing SBP CustomersS$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$200monthly 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
*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.
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.
CashbackExample 1
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 2
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
*This example should not be deemed as financial advice.
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.
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!
1
Bring a friend to the roadshow
The friend opens and funds a Cash Plus Account (min S$3,000）
You (Referrer) will receive a
physical S$10 Voucher, in addition
to the S$60 worth of online referral rewards!
2
Review our POEMS Mobile 3 App
Win up to
S$20
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New to Phillip Securities?
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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 Great World Carnival @ Suntec Convention Center from 20 March 2026 to 22 March 2026.
Fund the Account:
Customers must fund the Account with S$10,000 to enjoy a 30-day guaranteed return of 4% 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$10,000 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 4% 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 4% p.a. and SMART Park returns that your cash has made from SMART Park.
The Bonus Returns (i.e. difference between 4% 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 4% 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.
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 Ang Mo Kio from 20 April 2026 to 26 April 2026.
Fund the Account:
Customers must fund the Account with S$10,000 to enjoy a 30-day guaranteed return of 4% 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$10,000 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 Return & 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 4% 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 4% p.a. and SMART Park returns that your cash has made from SMART Park.
The Bonus Returns (i.e. difference between 4% 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 4% 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.
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 Thomson Plaza from 18 May 2026 to 24 May 2026.
Fund the Account:
Customers must fund the Account with S$10,000 to enjoy a 30-day guaranteed return of 4% 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$10,000 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 Return & 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 4% 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 4% p.a. and SMART Park returns that your cash has made from SMART Park.
The Bonus Returns (i.e. difference between 4% 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 4% 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 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$10,000 with successful opt in to SMART Park.
The 30-day period will be calculated based on 30 calendar days.
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.
The Bonus Returns (i.e. difference between 4% 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 Q4 2025
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.
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.
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.
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.
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.
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You have clicked on a link which leaves POEMS website, and you will be redirected to a third party website. POEMS makes no representations nor has any supervision or control over the quality, content, reliability or security of the third party website, nor shall POEMS be liable for its use.
IMPORTANT INFORMATION
This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.
An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.
Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.
Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.
The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.
The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.
The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W) 250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com
For both Share Financing (80%) and Full Payment methods, the eligibility criteria are as follows:
Looking ahead? Explore the upcoming HK IPO calendar.
Check out our Hong Kong Pre-IPO trading here as well!
HK IPO Calendar
Join Here
What are the risks of HK IPO subscription?
There is a possibility of zero or very minimal allotment as popular HK IPOs are usually heavily oversubscribed.
On the contrary, clients customers who receive full allotments, or partial allotments that exceeding the 20% co-payment are subject to forced selling if there is no capacity to meet margin requirements.
How do I participate in HK IPO Subscription?
Please contact your designated Trading Representative or your Dealing team to place an order for a HK IPO. You will be required to complete an irrevocable form to subscribe. Pre-funding your account is also required.
Who is eligible for HK IPO Financing?
Customers with Margin, Cash Plus or Cash Management account can apply for IPO Financing.
What is the maximum financing quantum for HK IPO?
Maximum 80% financing is available on the total subscription amount.
Can I make full payment for the subscription instead?
Yes, you can choose to make full payment for the HK IPO subscription.
How do I participate in IPO Financing?
Submit the duly completed IPO Financing Application form and fund your account with the 20% co-payment before the submission deadline.
Am I able to apply through iBanking/ATM?
No, HK IPO subscriptions are not supported via iBanking or ATM.
When is the last day to apply for HK IPO?
The subscriptions for HK IPO close at 10:00AM SGT, two Singapore business days before the official closing of the HK IPO.
Do I have to pay the principal loan and interests immediately upon successful IPO allotment?
The allotted amount and applicable fees will be debited from your account. If your account has insufficient funds, debit interest will accrue and you’re required to fulfil any margin shortfall within the stipulated timeframe.
What happens if I am not allotted the IPO I subscribed for?
In the case of zero or partial allotment, the unused funds will be refunded to your trading account after deducting applicable fees
When will I be notified of my subscription results?
The results will be conveyed to you via your designated Trading Representative or our Dealing team on or before the listing date.
Can I sell my allotted shares during HK Pre-IPO?
Yes, shares allotted during HK IPO subscription are tradeable during the HK Pre-IPO available on POEMS.
Can I apply for more than one HK IPO at a time?
Yes, however, you must ensure that only a single application is lodged for any given IPO counter. Applications for separate IPO counters may be submitted simultaneously subject to 20% co-payment. Submitting multiple applications for the same IPO counter will result in the rejection of all applications for that counter.
Can I modify my application after submission?
Applicants are solely responsible for the accuracy and completeness of their application and deposit prior to submission. Once lodged, amendments are not supported.
Trade Gold for Gold!
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*Subjected to Price Fluctuations.
Blue line: Gold
Orange line: S&P 500
Source: TradingView
Scan the QR Code to redeem the S$20 Gold Coupon!
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Receive S$50 In Rewards
when you invest in
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Held safely with CDP or sub-accounts under
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Local brokerage and fees apply, no additional FX or
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SGD Trading
Trade, clear and settle during SGX market hours in SGD.
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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
Win up to 
