Domant Clients Revival Plan Draft
From Dormant to Dynamic
— It’s Time to Move Again.
We know life gets busy. Markets move fast, and sometimes trading takes a backseat. While you may have forgotten about us for a while, we’ve never forgotten about you.
It’s time to reignite your investing journey with us.
Reignite Your Journey with POEMS.
Advance with PhillipCapital.
or click me!
It’s our birthday but you get the gifts!
Simply scan the QR code or click the URL to enter our
POEMS Mobile 3 app and receive
(worth S$50)
AND
The first 50 to deposit S$5000
will earn an extra S$50 in cash rebates!
The first 50 to deposit S$5000
will earn an extra S$50 in cash rebates!
What’s new on POEMS Mobile 3?
Thank You For The 50 Years Together
Terms and Conditions
S$25 Stock Coupons- The two S$25 US Stock Coupons are exclusive to selected Customers. The Stock Coupons will be credited into the eligible Customers’ Account in the POEMS Mobile 3 App > Me Tab > My Rewards Inventory.
- How to use:
- Activate – ‘Swipe to Activate’ to apply the Coupon to your next eligible trade.
- Trade – Place a trade on a stock or ETF that meets the Eligibility Criteria.
- Rebate Credited – Once the trade is completed successfully, S$25 will be credited to your Account within 2 working days.
- Eligibility Criteria:
- Applies to BUY trades on stocks and ETFs only.
- US market only
- Cash trades only
- Online trades
- The minimum contract value to use the Stock Coupon is
- US$1,000 for the US Market
- S$1,000 for the SG Market
- Each S$25 US Stock Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
- The Stock Coupons will expire 30 days from the date of issuance.
- Once activated, the Stock Coupon cannot be deactivated or reissued.
- The S$25 US Stock Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
- The S$25 rebate, up to the contract value, will be credited to the Eligible Account within 2 working days following the successful eligible trade.
- If the Coupon is not activated and/or a successful eligible trade is not executed within the validity period, the coupon will be forfeited, and no rebate will be issued.
- Each Customer is eligible for only two S$25 US Stock Coupons.
- If there are multiple Stock Coupons active, the one which has an earlier expiration date will be used up first by default. If the Coupons have the same expiry date, the coupon that was activated first by the Customer will be used by default.
- If the Customer holds multiple trading Accounts, the Account that performs the first successful eligible trade will receive the S$25 rebate, regardless of which Account the Coupon was activated in.
- For example:
- Customer has Account A and Account B. Customer activates the Coupon in Account A, but later performs a successful eligible trade using Account B. In this case, Account B will be awarded the S$25 rebate.
- This Promotion is not applicable to
- Cash Account, Share Financing, & SBL Account(s)
- Joint Account(s)
- PSPL institutional Customers and corporate Customers
- PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives.
- Phillip Securities Pte Ltd (“PSPL”) reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all Customers shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all Customers.
- PSPL and its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion.
- By redeeming this item from your Rewards page, you acknowledge that you have read and consented to these Terms and Conditions.
- Days refer to calendar days.
- By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.
- The S$5,000 has to be deposited within a month from the start of the campaign period, from 13 April to 15 May 2026.
- The S$50 cash credit is limited to the first 50 eligible users who successfully deposited the S$5,000 during the promotion period.
- Initial Capital must remain in the Account for at least 50 days. It can be used for BUY trades, but it cannot be withdrawn or transferred.
- The deposit must be fresh cash funds transferred from the Customer’s bank account, and does not include funds transferred within PSPL Accounts, cash dividends, sales proceeds or Account credit transactions.
- Customers must ensure that their Net Cumulative Deposit amount does not fall under S$5,000 to be eligible for the S$50 Cash Credit Reward.
- Net Cumulative Deposit refers to accumulated deposit amount, calculated from the day the Customers make and maintain their initial deposits for 50 days. Capital gains and losses are excluded.
- The calculation of Net Cumulative Deposit is done daily. All withdrawals made during the holding period will reduce the Customers’ daily Net Cumulative Deposit.
- Once the daily Net Cumulative Deposit falls below S$5,000, the Customers will no longer receive any Rewards.
- The S$50 cash credit will be credited into the Eligible Account within 14 working days.
Frequently Asked Questions
Why was my trade rejected?Please ensure that your account is funded before placing a trade. This promotion applies only to cash upfront trades.
What happens if I do not use my Stock Coupons within 2 months?The S$25 Stock Coupon will expire and appear under My Rewards Inventory > “Expired” tab.
Can I view my Stock Coupons once I have redeemed them?Yes. Once the S$25 Stock Coupon has been redeemed, it will appear under My Rewards Inventory > “Redeemed” tab.
If I deposit S$5,000, can I use these funds to trade along with one of the S$25 Stock Coupons?Yes. Both promotions can be enjoyed concurrently, as long as you meet the eligibility criteria for each.
LGI Promotion
Subscribe to Lion Global Investors ETFs via Share Builders Plan and receive Cashback with *T&Cs.
*Please read the full Terms & Conditions for the promotion below:
Cashback Details
The promotion is applicable to the first 200 SBP accounts. Eligible customers will receive S$50 Cashback (credited to their Share Builders Plan (SBP) Ledger) for every S$300 fresh funds invested into selected Lion Global Investors’ ETFs*, with a minimum subscription period of three months via GIRO.
LGI ETFs Information Sheet
FAQ
What is the SBP Cashback promotion?The SBP Cashback Promotion allows participants to receive S$50 Cashback for every S$300 fresh funds invested per month in any eligible counter for three consecutive months via GIRO. The cashback is capped at S$250 per SBP account.
What is the maximum Cashback for each POEMS account?The maximum Cashback per SBP account is S$250.
How much cashback with every S$300 investment amount?You will receive S$50 cashback after successfully completing the three consecutive months of subscription via GIRO.
If I invest in Lion-China Merchants CSI Dividend Index ETF with S$900 per month for 3 consecutive months subscription, will I receive S$150 cashback?Yes
| Month | Investment counter | Monthly Investment Amount | Investment Period | Cashback |
| July 2025 | Lion-China Merchants CSI Dividend Index ETF | S$900 |
3 consecutive months |
S$150 |
| August 2025 | Lion-China Merchants CSI Dividend Index ETF | S$900 | ||
| September 2025 | Lion-China Merchants CSI Dividend Index ETF | S$900 |
*This example should not be considered as financial advice.
Am I eligible for the cashback if I subscribe to any eligible counters with a total investment of S$300 (e.g. Counter A: S$100, Counter B: S$100, Counter C: S$100) over three consecutive months via GIRO, even if I do not invest S$300 for each eligible counter individually per account?Yes, you are eligible for the cashback which is granted with every S$300 invested into eligible counters within your Share Builders Plan via GIRO. Please refer to the example below
| Month | Investment counter | Investment Amount | Investment Period | Cash Back |
July 2025
| Lion-China Merchants CSI Dividend Index ETF | S$100 |
three consecutive months |
S$50 |
| Lion-OCBC Securities Singapore Low Carbon ETF | S$100 | |||
| Lion-OCBC Securities China Leaders ETF | S$100 | |||
August 2025
| Lion-China Merchants CSI Dividend Index ETF | S$100 | ||
| Lion-OCBC Securities Singapore Low Carbon ETF | S$100 | |||
| Lion-OCBC Securities China Leaders ETF | S$100 | |||
September 2025
| Lion-China Merchants CSI Dividend Index ETF | S$100 | ||
| Lion-OCBC Securities Singapore Low Carbon ETF | S$100 | |||
| Lion-OCBC Securities China Leaders ETF | S$100 |
*This example should not be considered as financial advice.
What are the eligible counters for this cashback promotion?There are six eligible counters:
- Lion-Nomura Japan Active ETF (Powered by AI)
- Lion-OCBC Securities China Leaders ETF
- Lion-OCBC Securities APAC Financials Dividend Plus ETF
- Lion-OCBC Securities Singapore Low Carbon ETF
- Lion-China Merchants CSI Dividend Index ETF
- Lion-China Merchants Emerging Asia Select Index ETF
To receive the maximum cashback, you must subscribe to any eligible counter with an investment of S$1,500 per month for three consecutive months via GIRO.
What happens if my GIRO deduction fails once during the three-month subscription period?You will not be eligible for the promotion. The investment must be continuously maintained for three months via Giro. Any missed or delayed payments will result in disqualification.
Can I change my investment to a different eligible counter during the promotion period? For example, I invest in Lion-Nomura Japan Active ETF (Powered by AI) with S$300 in the beginning and change to Lion-OCBC Securities China Leaders ETF subsequently?No, your investment will not qualify for the promotion. A change in counter will not constitute as a consecutive subscription.
| Month | Investment counter | Investment Amount S$ | Cashback |
| July 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 300 |
S$0 |
| August 2025 | Lion-OCBC Securities China Leaders ETF | 300 | |
| September 2025 | Lion-OCBC Securities China Leaders ETF | 300 |
Yes, customers may increase or decrease their investment amount. However, please note that reducing your investment during the three-month GIRO subscription period will disqualify you from the promotion (Refer to illustration A below).
The cashback is determined based on your first month’s investment. For example, if you invest S$300 in the first month and increase your investment to S$600 in the second and third months, your cashback will still be S$50. (Refer to illustration B below)
illustration A
| Month | Investment counter | Investment Amount S$ | Cashback |
| July 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 600 | S$0 |
| August 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 300 | |
| September 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 300 |
illustration B
| Month | Investment counter | Investment Amount S$ | Cashback |
| July 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 300 | S$50 |
| August 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 600 | |
| September 2025 | Lion-Nomura Japan Active ETF (Powered by AI) | 600 |
| Month | Investment counter | Investment Amount S$ |
| July 2025 | Lion-China Merchants CSI Dividend Index ETF | 300 |
| August 2025 | Lion-China Merchants CSI Dividend Index ETF | 300 |
| September 2025 | Lion-China Merchants CSI Dividend Index ETF | 300 |
The Cashback will be credited to your SBP account ledger approximately 30 working days from the end of your 3 consecutive months subscription via GIRO.
No, both SBP and eGIRO application must be completed within the promotion period to qualify.
Is GIRO the only payment method for this promotion?Yes, GIRO is the only method eligible for the promotion.
If my SBP account was suspended in the past six months and re-activated during the promotion period, will my funds be considered as Fresh Funds?No, your funds will not be considered.
If my SBP account is terminated during the promotion period and I reapply during the promotion period, will I still be eligible for the promotion?No, reapplying after termination during the promotion period will not qualify you for the promotion.
Do I qualify for the promotion if I change my subscription to another eligible counter from an existing eligible counter?No, change of investment instructions between any eligible Lion Global Investors’ ETF to another eligible counter will not be considered as fresh funds, and will not qualify for the cashback.
How to Participate
To qualify for the Cash Back, simply complete these steps:
- Sign up for the Share Builders Plan (SBP)
How do I sign up for the Share Builders Plan?If you have yet to open a POEMS Account, open one here.If you are an existing POEMS Account holder, simply follow these instructions:Online Application Submission- 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 Investments
Apply 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.) > ChooseBank > Apply
- POEMS Mobile 3 App:
- Invest a minimum of S$300* per month in any of the eligible ETFs for three consecutive months via GIRO to qualify for the S$50 Cashback*
Eligibility Criteria- Existing SBP Customers:
- Customers who have already subscribed to any of the Lion Global Investors’ eligible counters, will only qualify for the Cashback when investing an additional S$300 or more in fresh funds* for three consecutive months via GIRO into these counters.
- Customers who have not subscribed to any Lion Global Investors’ eligible counters, will qualify for the Cashback after subscribing to any of the eligible counters and investing at least S$300 per month for three consecutive months via GIRO.
*Funds deposited as a result of change of investment instructions between the Lion Global Investors’ selected counters will not be considered as fresh funds and thus, not be eligible for the promotion.
Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period. - New SBP Customers:
- Customers who are new to SBP, will qualify for the cashback after subscribing and investing at least S$300 per month into any of the Lion Global Investors’ eligible counters, for three consecutive months via GIRO.
- Customers who are new to SBP, will qualify for the cashback after subscribing and investing at least S$300 per month into any of the Lion Global Investors’ eligible counters, for three consecutive months via GIRO.
- Existing SBP Customers:
SBP Counters Eligible for the promotion:
| S/N | Counter Name | Counter Name on Website |
| 1 | Lion-Nomura Japan Active ETF (Powered by AI) | A LION-NOMURA JAPAN S$ |
| 2 | Lion-OCBC Securities China Leaders ETF | LION-OSPL CN LDR |
| 3 | Lion-OCBC Securities APAC Financials Dividend Plus ETF | LION-OSPL APAC FinS$ |
| 4 | Lion-OCBC Securities Singapore Low Carbon ETF | LION-OSPL LOW CARBON S$ |
| 5 | Lion-China Merchants CSI Dividend Index ETF | Lion-CM CSI Div S$ |
| 6 | Lion-China Merchants Emerging Asia Select Index ETF | Lion-CM EM Asia S$ |
* Counters not listed above will not be eligible for the promotion
- Eligible Customers must invest a minimum of S$300 fresh funds per month for three consecutive months via GIRO into any of the eligible counters listed in the table above.
- The investment transaction must be made before the 18th of each month (or the next business day if the 18th falls on a non-business day) during the promotion period.
- There is a cashback cap of S$250 per account.
- The cashback will be processed approximately 30 working days after completion of the consecutive three-month subscription period via GIRO.
Example 1:
| Month | Investment counter | Monthly Investment Amount | Investment Period | Cash Back |
| July 2025 | Lion-China Merchants CSI Dividend Index ETF | S$300 | Three consecutive months | S$50 |
| August 2025 | Lion-China Merchants CSI Dividend Index ETF | S$300 | ||
| September 2025 | Lion-China Merchants CSI Dividend Index ETF | S$300 |
*This example should not be considered as financial advice.
Example 2:
| Month | Investment counter | Monthly Investment Amount | Investment Period |
Cash Back |
|
July 2025
|
Lion-China Merchants CSI Dividend Index ETF | S$100 | Three consecutive months | S$50 |
| Lion-OCBC Securities Singapore Low Carbon ETF | S$100 | |||
| Lion-OCBC Securities China Leaders ETF | S$100 | |||
| August 2025 | Lion-China Merchants CSI Dividend Index ETF | S$100 | ||
| Lion-OCBC Securities Singapore Low Carbon ETF | S$100 | |||
| Lion-OCBC Securities China Leaders ETF | S$100 | |||
| September 2025 | Lion-China Merchants CSI Dividend Index ETF | S$100 | ||
| Lion-OCBC Securities Singapore Low Carbon ETF | S$100 | |||
| Lion-OCBC Securities China Leaders ETF | S$100 |
*This example should not be considered as financial advice.
Example 3:
| Month | Investment counter | Monthly Investment Amount | Investment Period | Cash Back |
| July 2025 | Lion-China Merchants CSI Dividend Index ETF | S$2500 | Three consecutive months | S$250 |
| August 2025 | Lion-China Merchants CSI Dividend Index ETF | S$2500 | ||
| September 2025 | Lion-China Merchants CSI Dividend Index ETF | S$2500 |
*This example should not be considered as financial advice.
Example 4:
| Month | Investment counter | Monthly Investment Amount | Investment Period |
Cash Back |
|
July 2025
|
Lion-China Merchants CSI Dividend Index ETF | S$1000 | Three consecutive months | S$250 |
| Lion-OCBC Securities Singapore Low Carbon ETF | S$1000 | |||
| Lion-OCBC Securities China Leaders ETF | S$1000 | |||
| August 2025 | Lion-China Merchants CSI Dividend Index ETF | S$1000 | ||
| Lion-OCBC Securities Singapore Low Carbon ETF | S$1000 | |||
| Lion-OCBC Securities China Leaders ETF | S$1000 | |||
| September 2025 | Lion-China Merchants CSI Dividend Index ETF | S$1000 | ||
| Lion-OCBC Securities Singapore Low Carbon ETF | S$1000 | |||
| Lion-OCBC Securities China Leaders ETF | S$1000 |
* This example should not be considered as financial advice.
- Please refer to examples 1,2,3 and 4 on the indicative cashback amount.
| Period of Promotion | T&Cs |
Investment Period |
Cash Back | Eligible Counters | |
| 01 July 2025 – 30 September 2025 |
New to SBP S$300 Subscription into any of the Lion Global Investors’ eligible counters; for three consecutive months via GIRO. |
Existing SBP Customers S$300 of fresh funds* into the Lion Global Investors’ eligible counters ; for three consecutive months via GIRO. |
Three consecutive months subscription |
Get S$50 cashback for every S$300 monthly subscription into any of the eligible counters during the promotion period. Eligible customer is allowed a maximum cashback of S$250 for each SBP account during the promotion period. |
1) Lion-Nomura Japan Active ETF (Powered by AI) 2) Lion-OCBC Securities China Leaders ETF 3) Lion-OCBC Securities APAC Financials Dividend Plus ETF 4) Lion-OCBC Securities Singapore Low Carbon ETF 5) Lion-China Merchants CSI Dividend Index ETF 6) Lion-China Merchants Emerging Asia Select Index ETF |
*Funds invested as a result of change of investment instructions between the Lion Global Investors’ selected counters will not be considered as fresh funds and hence not eligible for the promotion.
Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.
You’re all set to participate in this Promotion!
View full Terms and ConditionsDisclaimers:
- All the examples of investment counter and amount should not be considered as financial advice.
- 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.
Amova ChiNext Index ETF
Amova E Fund ChiNext Index ETF
Initial Offering Period (IOP) from 3 to 14 July 2025
Invest Now
More About Amova E Fund ChiNext Index ETF
Designed to reflect performance of the ChiNext board of the Shenzhen Stock Exchange (SZSE), the ChiNext Total Return Index provides a benchmark for China’s innovative and venture enterprises. The ChiNext Index consists of the top 100 largest and most liquid A-share stocks listed on the ChiNext board of SZSE, weighted by free float market capitalisation.
Why Invest in Amova E Fund ChiNext Index ETF
Discover tomorrow’s potential winners across promising investment themes
ChiNext constituents comprise sectors of Energy Transition Technologies, Next-Gen Manufacturing, Smart Infrastructure, and Healthcare Life Sciences.
Enjoy tailwinds from China’s national vision
The ChiNext Index constituents are strategically positioned in sectors that enjoy the tailwinds of China’s national vision and goals.
Gateway to untapped opportunities
China is well-known for being a global leader with a track record in Innovation. The ChiNext Index provides investors access to companies that could be under the radar, an untapped territory of opportunities and allows for an early-mover advantage into China’s innovation economy with lower exposure to State-owned enterprises.
Top 10 constituents
How to Subscribe to the ETF During the IOP via POEMS 2.0
- Log in to 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, and Terms & Conditions before subscribing to the Financial Product.
- Applications close at 5pm on Monday, 14 July 2025.
- Ensure sufficient funds are available in your POEMS Account to complete the application process (including the subscription amount, transfer fees, and GST) by 5pm on Monday, 14 July 2025.
Webinars Lineup
Your Gateway to China’s untapped opportunities
10 Jul, Thu 2025 07:00 PM - 08:00 PM
Ms Yi Dan Hou | Business Development Associate | Nikko Asset Management Asia Limited
Zoom
IOP Subscription Details| IOP Subscription Details | |
|---|---|
| Subscription Period | 3 July 2025 to 14 July 2025 |
| Listing Date | 22 July 2025 |
| Subscription Price | SGD 1.00 per unit |
| Minimum Quantity | 1,000 units |
| Commission Fees | Zero Commission |
| Transfer Fees | S$10.00 (subject to GST) for Cash Management Account. Other Phillip Investment Account Types will not be subject to transfer fee charge. |
| Trading Currency | SGD, RMB, USD |
| Allotment | Full Allotment |
| Key Information | ||
|---|---|---|
| ETF Name | Amova E Fund ChiNext Index ETF | |
| Underlying Index | ChiNext Total Return Index | |
| Issue Price |
| |
| Initial Offer Period (IOP) | 3 July 2025 to 14 July 2025 | |
| Listing Date | 22 July 2025 | |
| Base Currency | RMB | |
| Trading Currency | SGD, RMB, USD | |
| SGX Code | SGD-Hedged Share Class: CXT RMB Share Class: Primary Currency (RMB): CXN Secondary Currency (USD): CXO | |
| Trading Board Lot Size | 1 unit | |
| Management Fee | 0.30% p.a. | |
| Replication Strategy | Optimisation or Representative Sampling | |
| Classification Status | Excluded Investment Product | |
- The subscription period for Amova E Fund ChiNext Index ETF (“ETF”) is from 3 July 2025, Thursday at 9am to 14 July 2025, Monday at 5pm.
- The online subscription will close on 14 July 2025 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.
- For Cash Management Accounts, an additional transfer fee of S$10 (subject to GST) will be charged for the subscription application.
- Only one application is allowed per Account.
- Each ETF unit is priced at SGD 1 and the minimum order quantity is 1,000 units, with an incremental order size of 1,000 units.
- There are zero commission fees.
- The total amount payable is denominated in SGD. The settlement currency will be in SGD.
- Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 14 July 2025 at 5pm for applications to be successful.
- Applications will be rejected if the Account does not have or reflect sufficient funds after 14 July 2025 at 5pm.
- ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 22 July 2025.
- Customers will receive the full allotment of the number of ETF units that they subscribe to.
- Customers can start trading the ETF units when the ETF is listed on SGX on 22 July 2025 at 9am.
- Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
- In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained.
- By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.
- Customers who subscribe S$10,000 or more in the Amova E Fund ChiNext Index ETF (“ETF”) will receive a S$35 in cash credit. Those who invest between S$6,000 and S$9,999 will receive a S$25 in cash credit. Cash credit will be awarded only to subscribers who successfully fulfil a one-month holding period after the listing date.
- The Campaign period is from 3 July 2025, Thursday at 9am to 14 July 2025, Monday at 5pm.
- The Cash Credit is limited to the first 250 Customers.
- The Cash Credit is limited to one reward per Customer.
- This promotion is limited and available on a first-come, first-served basis.
- 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.
Events Lineup
17 Mar, Mon 2025 07:00 PM - 08:00 PM
ETFs
Mr Lai Yeu Huan | Joint Head of Asian Equity | Nikko Asset Management Asia Limited
Zoom
FAQs and T&Cs for Shares Builders Plan (YIG)
Shares Builders Plan Promo (Young Investor Programme)
Terms and Conditions- The Promotion Period is from 4 Oct 2025 (0000hrs) to 31 Dec 2025 (2359hrs), both dates inclusive.
- 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.
- Eligible Customers aged 18 to 30 years old will receive an additional S$50 cash reward (total S$100).
- Eligible Customers will receive the cash reward, subject to the following conditions:
- The Customer’s SBP or JSBP account must be opened and successfully linked to eGIRO.
- A minimum monthly investment of S$100 must be made for at least 6 consecutive months.
- Any failed GIRO deduction, or any suspension or termination of the SBP or JSBP account during the 6-month qualifying period will result in Customer being disqualified.
- The qualifying period begins from the date of the first successful monthly investment.
- 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.
- Customers will receive an email confirming their eligibility within 7 business days of account opening.
- Each customer is limited to one reward under this promotion.
- 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).
- 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.
FAQs
Who is eligible to participate in the Promotion?This promotion is open to the first 100 Customers who sign up for Share Builders Plan (SBP) or Junior Share Builder Plan (JSBP) and invest in the eligible Hong Kong Singapore Depository Receipts (HK SDR) counters.
How can I open a Share Builders Plan account and apply for eGIRO?You’ll need a POEMS account to open an SBP account.
- If you don’t have a POEMS account yet, open a POEMS account HERE
- If you already have a POEMS account, follow the steps below to open an SBP account and apply for eGIRO:
Via POEMS Mobile 3 App
- Login > Trade Tab > Regular Savings Plan (RSP) > Share Builders Plan > Tap Begin
- Select counter(s) > Tap “Add Counter” > Set monthly investment amount
- Review > Click on “Continue” to submit
After submitting, you’ll be prompted to apply for eGIRO, click on “Apply GIRO”.
If you accidentally close the tab, go to Me > Form > eGIRO > Apply GIRO.
Via POEMS 2 Web
- Login > Acct Mgmt > Regular Savings Plan (RSP) > Share Builders Plan (SBP)
- Click “here” to apply for SBP
3. Select your counter(s) and set your Buy Amount
4. Review and submit
After submitting, you’ll be prompted to apply eGIRO, click on “Apply GIRO”.
If you accidentally close the tab, go to Stocks > Online Form > Account Application > GIRO > Apply GIRO.
Why and when do I need to apply for eGIRO?To be eligible, your account must be successfully linked to eGIRO; this marks the start of your 6-month qualifying period.
Setting up eGIRO ensures your monthly investment is automatically funded, so you never miss a contribution.
Act fast! Open your SBP account, set up eGIRO, and start investing to be among the first 100 eligible customers to receive the S$50 reward!
Can I open more than one account to participate in the promotion?No, each customer is eligible for only one reward under this promotion.
What are the counters available?To participate in this promotion, you must invest in the HK SDR counter.
Considering adding other counters beyond HK SDR counters? View the full list here.
When will I receive my rewards?Eligible customers will receive the cash reward in their SBP account within 30 business days after completing the 6-month qualifying period.
How can I check my reward?You can view the reward in your SBP monthly statement.
SocGen DLCs 0 comm July 2025
From 1 July 2025 to 30 September 2025
Trade SocGen DLCs at 0 commission!
Trade NowWhat is a DLC?
A Daily Leverage Certificate (DLC) is a form of structured financial instrument issued by banks and traded on the securities market. DLCs offer investors fixed leverage of 3 to 7 times the daily performance of an underlying index, be it a rising or falling market. The basic principle is simple – if the underlying index moves by 1% from its closing price of the previous trading day, the value of the 3x DLC will move by 3%.
SGX is Asia’s first venue to offer trading in DLCs, allowing investors to gain fixed leveraged exposure to developed Asian market indices and single stocks. This comes without the features impacting pricing for options such as implied volatility, time decay or margin calls.
DLCs were first introduced in Europe in 2012, where they are also called constant leverage products or factor certificates. They received wide interest from investors in Europe shortly after their launch.
Don't have an Account yet?
Open an Account NowAlternatively, visit any of our Phillip Investor Centres or contact your trading representatives.
Why Trade DLCs?
Leverage up to 7 times the daily performance of an underlying index
Flexibility to trade both rising and falling markets
Low capital outlay and loss is limited to invested amount
No margins. No implied volatility impact. No time decay impact.
Transparent pricing due to tradability of the products on exchange
For more about Daily Leverage Certificates (DLCs), you might refer to here.
Frequently Asked Questions
What are the benefits of trading DLCs ?As a leverage product, Daily Leverage Certificates (DLC) give investors increased exposure to an underlying asset with the potential for higher returns. The leverage of a DLC can be 3, 5 or 7 times. Based on 5x leverage, if the underlying asset, typically a single stock or index, moves 2% in favour from its previous closing price, you earn a 10% gain on the DLC (2% * 5 = 10%). However, if the underlying asset moves in the direction against your position, you could experience a -10% loss.
How do I identify if the DLC listed is issued by Societe Generale?You can identify the Issuer by the name of the DLC. Let’s use the counter Tencent for example. The Tencent DLC name is NUGW – Meituan 5xLongSG250924
|
NUGW |
Counter Code |
|
Meituan (3690.HK) |
Underlying |
|
5x |
Leverage Factor |
|
Long |
Long/Short |
|
SG |
Issuer (SG = Societe Generale) |
|
24092025 |
Expiry Date (YYMMDD) |
Do note that only Societe Generale DLCs will be counted for this promotion.
Terms & Conditions
Terms and Conditions- This 0 Commission promotion is for Customers who traded Daily Leverage Certificates (“DLCs”) issued by Societe Generale (“SocGenDLCs”) from 1 Jul 2025 to 30 Sep 2025 (the Promotion Period).
- Eligibility Criteria for the promotion:
o Accounts used for trading of SocGen DLCs must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.
o Only BUY Trades will be eligible.
o BUY or SELL Trades of the same counter listed on SGX, executed on the same trading day via POEMS Trading Platforms, using the same payment mode (cash/SRS) and under the same Account, are considered as one trade. This is because only one commission is charged for such trade orders. Please refer to HERE for more information.
- The Cash Rebate is capped at S$200 per Customer, regardless of the number of Eligible Accounts through which the Customer places SocGen DLCs trades during the Promotion Period.
- Each Customer can only claim the reward once. Customer(s) with multiple Accounts will not qualify for the reward again.
- Eligible customers will receive the Cash Rebate at the end of Nov 2025. [Note: Commission fees will continue to be charged at the time of each eligible trade. The total commission amount (capped at S$200) will be credited as a Cash Rebate to eligible Customers after the end of the Promotion Period.]
- The following Customers are not eligible for this promotion, unless approved by the management of “PSPL”:
o PSPL institutional Customers and corporate Customers
o PSPL Account holders whose Accounts have been suspended, cancelled or terminated
- 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 this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.
Strategy & Stock Picks Q3 2025 Carpark Coupon at Singapore Swimming Club on 28 June 25
About the Carpark Coupon:
This carpark coupon redemption is only applicable for attendees who have successfully registered for our physical Strategy & Stock Picks Q3 2025 event to be held at Singapore Swimming Club on 28 June 2025.
Please note that:
- parking coupon can only be utilised on the event day
- parking has been reserved at the non-member multi-storey carpark (Levels 4 & 5)
- parking is subject to availability on a first-come-first-served basis.
About this Event:
Unlock Investment Opportunities in Key Markets – Join Us at the Strategy & Stock Picks 3Q2025 - 50th Anniversary Special proudly organised by POEMS!
Looking to sharpen your investment edge? Join us for an exclusive full-day event, designed for discerning investors like you who want to stay ahead of the markets.
Gain expert insights and strategic stock recommendations across key markets – Singapore, China & Hong Kong, and the U.S. – delivered by professional analysts.
Whether you're investing in ETFs, DLCs, REITs, or exploring new opportunities, our curated sessions will help you build smarter, more informed investment strategies tailored to your financial goals. Fireside chat with top management of SREITs, fun games with prizes and much more happening in the event date!
| Date | 28 June 25, Saturday |
| Time | 9am - 4:45pm |
| Location | Singapore Swimming Club 45 Tanjong Rhu Rd, Singapore 436899 |
| POEMS Reward Points to Redeem One Carpark Coupon | 200 Points (worth S$10) |
| Date | 28 June 25, Saturday |
| Time | 9am - 4:45pm |
| Location | Singapore Swimming Club 45 Tanjong Rhu Rd, Singapore 436899 |
| POEMS Reward Points to Redeem One Ticket | 200 Points (worth S$10) |
How to Redeem?
On POEMS 2.0 Web- Login to POEMS 2.0 Web
- Head to ‘Markets & Data Rewards’ tab, under Voucher to find “SSPQ325 Carpark Coupon at SSC on 28 Jun 25“
- Tick the checkbox and redeem it using your 200 POEMS Reward Points
- Click the “Submit” button to finalise your redemption.
You will receive the confirmation email to your registered email address with POEMS within 5 working days.
Frequently Asked Questions
Why am I unable to redeem the SSPQ325 Carpark Coupon at Singapore Swimming Club on 28 June 25?This could be that you have insufficient POEMS Reward Points for redemption.
How many SSPQ325 Carpark Coupon at Singapore Swimming Club can I redeem?Each Account holder could only redeem one carpark coupon on POEMS Rewards.
When is the latest date that I could redeem the SSPQ325 Carpark Coupon at Singapore Swimming Club on POEMS Rewards?Please kindly redeem the carpark coupon on POEMS Rewards latest by 26 June 25.
What will happen once I redeemed the SSPQ325 Carpark Coupon at Singapore Swimming Club on POEMS Rewards?You will receive the confirmation email to your registered email address with POEMS within 5 working days.
Is there a refund if I do not want to attend the SSPQ325 event after I redeem?There won’t be a refund once you have redeemed the carpark coupon on POEMS Rewards.
Who can I contact if I have some enquiries?For enquiries, please email us at hello@phillip.com.sg
US Fractional Shares Landing Page Refresh Draft 21052025
Grow Your US Portfolio with Just a Fraction of a Share
Open an AccountGrow Your US Portfolio with Just a Fraction of a Share
Open an AccountWhat Challenges Do Investors Face?
Limited Cash Flow
Invest at your own pace. With flexible entry amounts, investing becomes a regular habit, not a major event.
Market Intimidation
Learn with POEMS. Build your confidence through connecting with our community. Join our webinars for more tips.
High Cost of Entry
Fractional shares let you start investing with just a few dollars. Own a portion of leading stocks without committing thousands.
What Challenges Do Investors Face?
High Cost of Entry
Fractional shares let you start investing with just a few dollars. Own a portion of leading stocks without committing thousandsMarket Intimidation
Invest at your own pace. With flexible entry amounts, investing becomes a regular habit, not a major event.Limited Cash Flow
Learn with POEMS. Build your confidence through connecting with our community. Join our webinars for more tips.
Invest in US Stocks, One Fraction at a Time
Why pay for a full share when you can start investing with any amount that fits your budget?
Invest in US Stocks, One Fraction at a Time
Invest in Premium Stocks Without the Full Price
Own a slice of big names like Amazon, Apple, or Tesla - without paying the full price. Now, you don’t have to wait to afford a full share.
Stay Diversified,
Even on a Budget
Don’t put your hopes in one stock. With fractional shares, even a small budget can be spread across different sectors and companies.
Perfect for Dollar-Cost
Averaging
Put your money to work regularly, no matter the market ups and downs. With fractional shares, it's easy to invest small amounts over time.
Why Trade US Fractional Shares with POEMS?
Trade from as low as US$0.88 commission per fractional order*
Dedicated Specialist available
NO Platform Fee
US Fractional Shares Order Details
Eligibility of Order Types
- Only Regular Trading Hours (RTH) Limit and Market orders are eligible.
- US Fractional Trading is not eligible for extended hours and GTD orders.
Minimum Order
- The minimum order for US Fractional shares orders is 0.001
- US Fractional Shares national value must be more than US$1 per order
Corporate Actions
- US Fractional shares are still subject to corporate actions (e.g. stock splits, dividend distributions, and others)
- US Fractional shares are non-transferable and investors are not entitled to voting rights.
Check Out Our Tutorial Video on US
Fractional Shares
Open an Account & Start Trading with POEMS!
Start your trading journey with POEMS and experience a smarter way to manage your investments on our platform!
Open AccountFAQ
1. What is the minimum order for US Fractional share orders?US Fractional Shares require a minimum notional value of US$1 per order.
US Fractional Shares are supported up to three decimal points (e.g. 0.001).
2. What are the eligible order types to trade US Fractional Shares?US Fractional Shares can only support Market and Limit orders.
3. Where can I trade US Fractional shares?US Fractional Shares can be traded under the normal trade ticket.
US Fractional shares are available on Cash, Cash Management, Margin, Cash Plus, Custodian, and Prepaid Custodian Accounts.
Client will need to acknowledge a Fractional Risk Disclosure Statement prior to Fractional shares trading.
5. Which are the POEMS trading platforms that US Fractional Shares are available to trade on?US Fractional shares are available for trading on POEMS 2.0 Web and POEMS Mobile 3 App.
6. What is the commission fee for US Fractional share?The commission for US Fractional shares (i.e. less than 1 share) is US$0.88 per order.
If it’s more than 1 share (i.e. 1, 1.5, 100 shares etc), the commission will follow the customer prevailing commission rate.
7. How can I identify shares available for US Fractional trading?US Fractional shares are indicated by a fractional tag displayed alongside their ticker symbol.
To place Dollar-based orders,
on POEMS 2.0, navigate to the desired US Fractional counter > select Market order > select Dollars > Buy
on POEMS Mobile 3 App, navigate to the desired US Fractional counter > select Market order > toggle to Dollars > Place BUY Market Order
9. Who do I contact directly if I have any enquiries?
You may contact your specialist/Trading Representative. Your Trading Representative’s contact information can be retrieved via the methods shown below:
1) Login to POEMS 2.0 > My Setting > Contact Us
2) On POEMS 2.0 Homepage, click Phillip Chatbot (Orange logo located on the right screen) and type ‘remisier details’ to retrieve your Trading Representative’s contact details.
3) Login to POEMS Mobile 2.0 app > tap on the Menu > Help > Call Broker.
4) Login to POEMS Mobile 3 app > Me Tab > Support > Help Service > Call Broker.
Alternatively, you may call us at 6531 1555 for assistance to retrieve your Trading Representative’s contact details.
US Fractional Shares Pending Rev
Redeem your Free US Fractional Share Trades!
Start Small, Grow Big – Build Your U.S. Portfolio!
OPEN ACCOUNT & TRADE NOW
Think Trading the U.S. Market is Too Expensive?
Get Your First 5 Trades on U.S. Every Month
(worth US$44)
OPEN ACCOUNT & TRADE NOWNote: The 6th trade onward will be charged to the standard fractional standalone brokerages - US$0.88.
Unsure Which U.S. Companies to Trade?
Kickstart Your Portfolio with These Top Picks:
Note: The 6th trade onward will be charged to the standard fractional standalone brokerages - US$0.88.
Why Trade US Fractional Shares with POEMS
US$
0.88
Trade from US$0.88 commission per fractional order*
No Custody fee
Dedicated Specialist available
*Only for less than 1 share order quantity, else existing brokerage will apply.
US Fractional Shares Order Details
Eligibility of Order Types
- Only Regular Trading Hours (RTH) Limit and Market ordes are eligible
- US Fractional Trading is not eligble for extended and GTD orders
Minimum Order
- The minimum order for US Fractional shares orders is 0.001
- US Fractional Shares national value must be more than US$1 per order
Corporate Actions
- US Fractional shares are still subject to corporate actions (e.g. stock splits, dividend distributions, and others)
- US Fractional shares are non-transferable and investors are not entitled to voting rights.
*Only for less than 1 share order quantity, else existing brokerage will apply.
Unlocking Investment Opportunities
with Fractional Shares and Thematic Portfolios
READ NOW
New to POEMS?
1. Open an Account
- Once your POEMS Account is successfully opened, login to either POEMS 2.0 or POEMS Mobile 3 App to opt-in to US Fractional Share
POEMS 2.0
- Login to POEMS 2.0 > Head over to “Trade” Tab > “Stocks” tab
- Select any US Market (AMEX, NASDAQ, NYSE) in the drop down menu
- Click on the button called “Opt-in for Fractional Shares” to opt-in.
POEMS 3.0
- Login to POEMS Mobile 3 App > Head over to “Me” Tab.
- Scroll below to the “Activations” section and select “Fractional Opt-in”.
Check Out Our Tutorial Video on US
Fractional Shares
Unwrap Your Welcome Gifts
worth up to
S$2,025
OPEN ACCOUNT NOW
REFER
AND EARN!
Receive Cash Credit up to S$680
OPEN ACCOUNT NOWCDP Mass Share Transfer Request
Transfer-in & Get Rewarded
Transfer in your CDP Holdings at
ZERO Fees & Get Rewarded up to S$1,888!
Transfer-in &
Get Rewarded
Transfer in your CDP Holdings at ZERO Fees & Get Rewarded up to S$1,888!
Every portfolio needs the right launchpad.
Transfer your CDP Shares Now!Transfer your CDP Shares
Exclusive Promotion
Enjoy the following Cash Credit rewards when you transfer in:
Unlock your Rewards!
*T&Cs Apply.
View Terms & Conditions for the Promotion
Invest Smarter. Partner with an Investment Specialist.
Receive expert advice on
trading and corporate actions
Tap onto years of
stock market experience
Accumulate your wealth with
a closely monitored portfolio
Receive customised strategies
that align with your goals
How to Get Started!
Submit the CDP Mass Share Transfer Request Free of Charge!
List of Eligible Accounts- Cash Management
- Cash Trading
- Custodian
- Prepared Custodian
- Cash Plus
- Margin
- Cash Management
- Cash Trading
- Custodian
- Prepared Custodian
- Cash Plus
- Margin
Launch Into WAIVED Fees Now!
| CDP Share Transfer Fee | Waived |
| Dividend Handling Fee (SGX-listed Securities) | Waived |
| Corporate Action Fee (SGX-listed Securities) | Waived |
| Account Maintenance Fee | Waived |
| Foreign Share Custody Fee | Waived |
| *Applicable to participants of cdp mass shares transfer page | |
| Fee Waiver Table (Applicable to Participants of CDP Mass Share Transfer Request) | |
| CDP Share Transfer Fee | Waived |
| Dividend Handling Fee (SGX-listed Securities) | Waived |
| Corporate Action Fee (SGX-listed Securities) | Waived |
| Account Maintenance Fee | Waived |
| Foreign Share Custody Fee | Waived |
*Applicable to participants of cdp mass shares transfer page
Until 30 Sep 2027
CDP Share Transfer Fee Click HereDividend Handling Fee(SGX-listed Securities)Click HereForeign Share Custody FeeClick HereCorporate Action Fee
(SGX-listed Securities)Click HereAccount Maintenance FeeClick Here
Get in touch with your Investment Specialist now!
Don’t have one? Contact us at 65311555 or talktophillip@phillip.com.sg
Why Build a Portfolio with Us
Founded in 1975, with one of
the largest pools of Investment Specialists in Singapore today
Receive a comprehensive range of Financial Services from our multi-licensed Investment Specialists.
(E.g. Licences in both portfolio management and financial advisory)
24/7 access to your portfolio
via POEMS
Stay one step ahead with
Real-time Market Insights
Freuquent Asked Questions
Accounts
What types of Accounts are included in this CDP Mass Share Transfer Request?Only Cash Management, Cash Trading, Custodian, Prepaid Custodian, Cash Plus or Margin Accounts are eligible. Upon submitting the Request, Cash Management or Cash Trading Accounts will be converted to Custodian Account.
Are all securities eligible to be transferred in?Only SGX-listed securities (e.g. shares, ETFs and bonds) and T-bills are eligible to be transferred in.
Which types of securities are not eligible for the CDP Mass Share Transfer Request?Below is a list of securities that are not eligible for the transfer:
- Rights Shares
- Singapore Saving Bonds
- Securities that are in “Blocked” status (e.g. Moratorium, Charge)
- Securities that are on loan as part of SGX SBL programme
- Unlisted counters
- Suspended counters
The CDP Mass Share Transfer Request is optional. If you choose not to submit this Request, you will continue trading with your CDP-linked account (i.e. Cash Management, Cash Trading).
Can Estate accounts with CDP participate in the CDP Mass Share Transfer Request?No, Estate accounts are not eligible for the Request.
Can Corporate accounts with CDP participate in the CDP Mass Share Transfer Request?Yes, Corporate accounts are eligible for the Request. No change in beneficiary owner is allowed.
Can Joint Accounts with CDP participate in the CDP Mass Share Transfer Request?Yes, Joint Accounts are eligible for the Request. No change in beneficiary owner is allowed.
General
Are my monies and assets custodised with Phillip Securities Pte Ltd (“PSPL”) safe?Our customers’ monies and assets (including those assets that are held with appointed foreign custodians) are safe-kept in accounts which are designated as trust accounts for customers in compliance with the MAS’ requirements under the Securities and Futures Act (“SFA”) and Securities and Futures (Licensing and Conduct of Business) Regulations. Customers’ monies and assets are protected by keeping them in customer segregated accounts separate from PSPL’s own.
Section 104A of the SFA also provides that monies and assets belonging to customers are not available for payment of PSPL’s debts and shall not be liable to be paid or taken in execution under an order or a process of any court.
Submission
How do I participate in this CDP Mass Share Transfer Request?You must opt-in for the transfer-in via login to POEMS Website at www.poems.com.sg.
Go to Account Mgmt > Stock > Online Form > Account Application> CDP Mass Share Transfer Request.
No. You must log in to the POEMS website and agree to the terms and conditions in order to proceed with the Request.
Can I transfer my shares from one CDP Account to multiple POEMS Accounts?No, you can only transfer all your securities and T-bills from one CDP account to one POEMS Account, namely Cash Management*, Cash Trading*, Custodian, Prepaid Custodian, Cash Plus, and Margin Account.
*Upon submission of the CDP Mass Share Transfer Request, Cash Management or Cash Trading Accounts will be converted to a Custodian Account. Learn more about Custodian Accounts here.
Can I transfer my shares from my individual CDP account to a joint POEMS Account?No, you can only transfer shares from your individual CDP account to an individual POEMS Account or Joint CDP to Joint POEMS Account. No change in beneficiary ownership is allowed.
If I have multiple POEMS Accounts, can I choose which POEMS Account to transfer to when I submit the CDP Mass Share Transfer Request?Yes, you will need to specify which POEMS account will be the recipient of the CDP Mass Share Transfer Request during the submission process. If you select either a Cash Management or Cash Trading account, it will be converted to a Custodian Account.
Fees
After the CDP Mass Transfer Request is completed, do I have to pay for any ongoing fees?Please click here for the table regarding fee waivers. Any fees accrued prior to the transfer will not be waived. For example, if there is an outstanding fee in the existing Custodian Account, the customer will still need to settle this fee.
If I initiate the CDP Mass Share Transfer Request and later decide to move shares to another broking firm or back to CDP, will there be any fees imposed?The process for transferring shares back to CDP or to another broking firm may incur fees. Please refer to the link for Share Transfer Fees and procedures: https://www.poems.com.sg/share-bond-unit-trust-transfer/
After the CDP Mass Share Transfer Request
Will my POEMS Trading Account numbers remain the same after the Mass Share Transfer Request is completed?Yes. Your POEMS Account numbers will remain the same.
After my Cash Management or Cash Trading Account is converted to a Custodian Account, will there be any changes to the brokerage rates, trading limits and contra facility?There will be no change to existing brokerage rates, trading limits and contra facilities.
What will happen to my Giro arrangement after the conversion from a Cash Trading Account to a Custodian Account?The GIRO linkage (if any) for the Cash Trading Account will be delinked after conversion. However, you can apply for EPS via POEMS login.
What will happen to my EPS arrangement after conversion from a Cash Trading Account to a Custodian Account?There will be no change to the payment arrangement.
What will happen to my CDP account when my Cash Management or Cash Trading Account is converted to a Custodian Account after the CDP Mass Share Transfer Request?The CDP linkage will be delinked from the Custodian Account but your CDP account will not be closed by CDP. Please note that you cannot sell new holdings kept with CDP unless you transfer the holdings into the Custodian Account again.
After the CDP Mass Share Transfer Request, can I still hold newly purchased shares in CDP through other broking firms?Yes, your CDP account will remain active. You can still purchase shares through other broking firms and keep the new holdings with CDP. However, you must remember to transfer the new holdings from CDP into your POEMS Account if you wish to sell the new holdings through us.
After the CDP Mass Share Transfer Request, can I sell the transferred-in holdings through other broking firms?No, you can only sell your holdings via the same POEMS Account
Can I apply for IPOs after the CDP Mass Share Transfer Request?You can continue to manage your assets that are not held under our custody and are able to apply for IPOs through the usual channels. However, allocation of shares will not be credited to your POEMS Account unless you initiate the Mass Share Transfer Request again.
After the CDP Mass Share Transfer Request, how will I be able to track my holdings with POEMS and CDP?You can view your holdings held under our custody via POEMS login.
To check your CDP holdings, login to the CDP portal.
For SGX-listed securities kept in your Custodian Account, there is a possibility of short-selling because our system will not check your local shareholdings in your accounts. However, you are unable to short-sell foreign shareholdings kept in your Custodian Account.
Can I apply for T-bills from my POEMS Account after the CDP Mass Share Transfer Request?Yes, please refer here for more information: SGS (Singapore Government Securities) T-Bills, SGS Bonds, U.S. Treasury available in POEMS
Can I cancel my Request after the CDP Mass Share Transfer Request is submitted?Yes, you can cancel the Request before 4.30pm on the same day.
How do I know that the CDP Mass Share Transfer Request is successful?You will receive an email notification once the CDP Mass Share Transfer Request is completed.
How long will the CDP Mass Share Transfer Request take?The CDP Mass Share Transfer Request may take effect within 2 business days, provided you do not have any outstanding positions in your CDP Accounts. You will receive an email notification after the transfer Request has been completed
If there is an outstanding position, can I submit the CDP Mass Share Transfer Request?You can still submit the Request, but it will be sent to CDP for processing after all outstanding positions are closed.
Terms & Conditions
SMART Park Credits Reward
- The promotion is only valid for Customers who transfer in Eligible Assets from CDP fully to Eligible Accounts from 1 April 2026 to 30 June 2026, both dates inclusive.
- Customers who previously participated in our previous CDP Mass Share Transfer promotions will still be eligible to participate in this promotion again.
- Eligible Customers will receive Excess Funds Management SMART Park credit of:
- S$88 for transferring S$100,000 to S$199,999 worth of Eligible Assets
- S$188 for transferring S$200,000 to S$499,999 worth of Eligible Assets
- S$288 for transferring S$500,000 to S$999,999 worth of Eligible Assets
- S$588 for transferring S$1,000,000 to S$1,999,999 worth of Eligible Assets
- S$1,888 for transferring S$2,000,000 or more worth of Eligible Assets
- Eligible Assets are all SGX-listed securities (e.g. shares, ETFs and bonds) and T-bills.
- Customers are required to opt-in to the Excess Funds Management Facility (SMART Park) (SGD/USD) within 90 days of the submitted request.
- Eligible Accounts for submitting the CDP Mass Share Transfer Request include: Cash Management, Cash Trading, Custodian, Prepaid Custodian, Cash Plus, or Margin Account.
(Upon submitting the CDP Mass Share Transfer Request, Cash Management or Cash Trading Accounts will be converted to Custodian Accounts) - The total value of Eligible Assets transferred must be maintained in the Account for 90 calendar days from the shares transferred in-date.
- SMART PARK Credits will be credited before the end of Oct 2026.
- This Promotion is not applicable to PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff and Trading Representatives.
- 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.
Can the Gold Rally Continue? Seminar
Unlocking the Power of Gold in a Volatile Market!
| Date | 23 May 25, Friday |
| Time | 7pm - 8pm |
| Location | Phillip Investor Centre - Raffles City Tower, 250 North Bridge Road Raffles City Tower #06-00 Singapore, 179101 |
| POEMS Reward Points to Redeem One Ticket | 300 Points (worth S$5) |
| Food provided? | Yes |
