CDP Mass Share Transfer Request
Achieve Tailored Portfolio Planning
with Remisiers
in Today’s Evolving Markets!
__________________________________________________
Transfer your CDP Shares & receive up to S$588 worth of Lion-Phillip S-REIT ETF!
Remisiers are attuned to the Rhythm and Beats of markets.
Transfer your CDP Shares Now!Invest Smarter : Partner with a Remisier
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
- Prepaid Custodian
- Cash Plus
- Margin
Enjoy the 5 Benefits
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
Until 30 Sep 2027
Get in touch with your Remisier 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 Remisiers
in Singapore today
Comprehensive range of Financial Services from our multi-licensed Remisiers
(E.g. Licences in both portfolio management and financial advisory)
(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
Frequently 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
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
- 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).
- Eligible Accounts to submit 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 3 months within Eligible Account.
- The quantity of ETF credited will be computed based on the trade execution day and will be rounded down.
- The following Customers are NOT eligible for these benefits unless approved by the management of PSPL:
- Customers who have closed an Eligible Account with PSPL before and including May 2025.
- All employees of PSPL’s entities and its partners (e.g. trading representatives, financial advisors) and their immediate families (e.g. spouse and children).
- 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 regarding the Customer's eligibility to gain the fee waivers as part of this promotion, PSPL's decision will be deemed as final and binding.
- 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.
Prosper with POEMS – Huat Time 2025
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https://www.poems.com.sg/downloads/Huat%20Time%20Selection%20of%20Winners.webm % chances earnedfrom trading
% chances earnedfrom trading
% chances earnedfrom trading
Updated as of 3 Feb 2025
Don't see your name after 3 working days?
Contact us directly at hello@phillip.com.sg
You could be walking away
with these attractive prizes!
Apple iPhone 16
1st Prize
Apple Watch Series 10
2nd Prize
JBL Flip 6 Bluetooth Speaker
3rd Prize
S$20 GrabGifts Vouchers
Consolation Prize
Apple Watch Series 10
2nd Prize
JBL Flip 6 Bluetooth Speaker
3rd Prize
S$ 20 GrabGifts
Consolation
Opt in to Huat TimeHow to earn chances?
Fund in
Trade, Like, Share, Create Posts
Stand a chance to win a prize!
Fund in
Trade
Like
Share
Create Post
Win Prize
Stocks Trades (BUY/SELL) in All Market
Earn Unlimited Chances
| Trade Amount | Chances | |
 | <$10,000 | 5 |
| $10,000 <x< $30,000 | 7 |
| ≥ $30,000 | 10 |
Community
Earn up to 20 Chances
| Action | Chances | |
 | Like a post | 1 |
 | Comment on a post | 2 |
 | Create a Post | 5 |
Terms and Conditions
- This Lucky Draw Campaign is valid from 1 January 2025 to 31 January 2025
- You will need a Community Profile to participate in Huat Time.
- Opt-in to the lucky draw by filling up the form on the Leaderboard Landing Page above, from 1 January 2025 onwards only.
- Opportunities to earn chances through Trades are unlimited, click here for the chance allocation.
- Trades are computed by cumulative of buy and sell contract values on the same trading day, regardless of the type of market (e.g. SGX, US, HKEx etc.), or payment mode (cash, SRS, or CPF).
- Only stock, bond and ETF trades will be eligible for the lucky draw.
- Chances earned through Community Actions are capped at 20 chances.
- The Leaderboard that displays users’ chances and chance statistics will be updated daily.
- Refer to the leaderboard landing page to browse through the lucky draw prizes.
- Amalgamated trades (BUY or SELL Trades of the same counter listed on SGX and HKEx respectively, that are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account) are considered as one trade. This is due to the fact that we only charge one commission for such trade orders. Please refer to https://www.poems.com.sg/faq/trading/general/what-is-amalgamate/ for more information and available markets. Chances calculated from trades will follow this rule.
- The Winners will be selected on 5 Feb 2025. You will be contacted via email if you have won a prize!
- Each participant is only eligible to win 1 prize. Should a participant be picked again, PSPL reserves the right to replace the participant with a reserve winner who has not won a prize before.
FAQ
When will the winners be selected?They will be selected on 4 February 2025.
If I win a Huat Time prize, how do I redeem my reward?- GrabGifts Vouchers: The Voucher will be sent to your registered email within 10 days of the announcement of winners.
- Apple Watch Series 10, Apple iPhone 16 (128GB) or JBL Flip 6 Speaker: make your way down to 250 North Bridge Road #06-00, Raffles City Tower, 179101 during business days and hours (Mondays to Fridays, 9am to 6.30pm) to redeem your prize.
Please login to the POEMS Mobile 3 App and navigate to ‘Me’ Tab > Click on your profile picture > you will be prompted to set up a username.
What is the Grand Prize?The iPhone 16 128GB is the grand prize, stay tuned and all the best!
Can I customise my prize?No, customisation of prizes are not available.
App review campaign Dec 2024
Review on App Store
Review on Google Play
Review on App Store
Review on Google Play
About the campaign
Share Your Experience with POEMS Mobile 3 App on App Store or Play Store! Stand a chance to win a $300 Gift Certificate for The Ritz Carlton, Millenia Singapore for being one of the top 3 reviews!
Campaign Period: 16 Dec 2024 to 28 Feb 2025
How to participate
Simply follow the steps below during the campaign period to participate!
1. Download POEMS Mobile 3
2. Share your feedback on the Appstore / Playstore
Review on App Store
Review on Google Play
Review on App Store
Review on Google Play
How are the reviews assessed?
Reviews will be assessed by a panel of judges, who will select three(3) winners. The results will be revealed by 5 Mar 2025 via a reply to the selected winning reviews. Be sure to check back to see if you’ve won!
How do I claim my prize?
If you are selected as a “winner”, to claim your prize, all you have to do is email your:
- Full Name (as registered with POEMS)
- Contact Number (as registered with POEMS)
- POEMS Account Number
- Screenshot of your winning review
to hello@phillip.com.sg, after which you will receive an email from us with instructions on how to redeem your rewards.
Terms and Conditions- This campaign is open to POEMS Mobile 3 App Users (both POEMS Account Holders and Registered Users) who submit a review on either:
- POEMS Mobile 3 App – Play Store
- POEMS Mobile 3 App – App Store
- The campaign runs from 16 DEC 2024 – 28 FEB 2025 (“The Campaign Period”).
- Reviews will be assessed by a panel of judges, who will select a total of three (3) winners who have written comprehensive and thoughtful reviews on the POEMS Mobile 3 App – Play Store and POEMS Mobile 3 App – App Store during the campaign period.
- Winners will be notified by a reply to their review via email.
- Winners will be announced by 05 MAR 2025.
- Each Customer is only eligible to win once within the Campaign Period regardless of the number of Accounts held and reviews submitted.
- To claim the prize, winners have to write an email to hello@phillip.com.sg with their
- Full Name as registered with POEMS
- Contact Number as registered with POEMS
- POEMS Account Number
- Screenshot of their review within seven (7) working days after PSPL has replied the winners’ review informing them of their win.
- Once the winners have reached out to hello@phillip.com.sg with the necessary details, they will receive an email with details on the Rewards redemption.
- If a winner cannot be contacted within seven (7) working days or otherwise has his/her prize forfeited, PSPL reserves the right to select one (1) or more reserve winners to replace the disqualified winner. PSPL has the absolute discretion to exclude any otherwise eligible Customers from participating in the Draw or Promotion.
- The ‘Reward’ is a S$300 Gift Certificate for The Ritz-Carlton, Millenia Singapore (“Ritz-Carlton Hotel”). For more details of the Ritz-Carlton Hotel T&Cs and redemption instructions, please read here.
- 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 sole right to refuse to award the tickets and/or prizes without prior notice to any contestant for any reason, in particular where contestants have behaved inappropriately, whether through posting inappropriate remarks or images or otherwise.
- PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any time 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 or the campaign without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL decision on all matters relating to the campaign shall be final and binding on all participants.
- By entering into the campaign, contestants agree and consent to allow PSPL to use their name, photograph, or likeness in all matters related to this campaign including any advertising or publicity without additional compensation or notification.
- By taking part in this campaign, the participant acknowledges that he/she has read and consented to these Terms and Conditions.
Lion-China Merchants Emerging Asia Select Index ETF
Lion-China Merchants Emerging Asia Select Index ETF
Invest Now
About the Lion-China Merchants Emerging Asia Select Index ETF
Tracks the 50 largest and most tradeable companies based on Foreign-Ownership-Adjusted Free-Float Market Capitalisation
- Domiciled in Emerging Asia countries, namely India, Malaysia, Indonesia, and Thailand (IMIT)
Listed on relevant stock exchanges in IMIT countries or the US Exchanges
More About the ETF
The iEdge Emerging Asia Select 50 Index tracks the 50 largest and most tradeable companies based on Foreign-Ownership-Adjusted Free-Float Market Capitalisation. These companies are (i) domiciled in Emerging Asia countries; and (ii) listed in Emerging Asia countries or the US Exchanges, and is designed to provide access to growth in these Emerging Asia countries (i.e. IMIT).
For more information about the ETF, please click on the Pitch Book (EN/CN) and Brochure (EN/CN) links.
Why Invest in the Lion-China Merchants Emerging Asia Select Index ETF
Grow
Capitalise on the growth potential of India, Malaysia, Indonesia, and Thailand (IMIT) markets
Diversify
Achieve natural diversification across stocks, sectors, and countries^, with respective weightage caps of 7%, 40%, and 50%
^Refers to Countries of Domicile (i.e., India, Malaysia, Indonesia, and Thailand)
Portfolio
Build a portfolio consisting of the 50 largest and most tradable companies in IMIT
Why Invest in Emerging Asia?
Asian Tigers 2.0 - 4 Markets, 1 ETF.
A 4-in-1 opportunity to access the dynamic markets of Emerging Asia: India, Malaysia, Indonesia, and Thailand
Asian Tigers 2.0 – History Repeats with Four Emerging Markets
Among the world's top 40 economies by GDP, 16 are from Asia, including India (5th), Indonesia (17th), Thailand (28th), and Malaysia (38th).
Favourable labour costs and business-friendly environments have made these markets particularly attractive for foreign direct investments.
With the world's largest population and a rapidly growing economy, India is poised to attract significant foreign direct investment (FDI) into its manufacturing sector amidst the global shift towards trade diversification.
Indonesia, ASEAN’s largest economy and most populous nation, contributes 40% of the region’s GDP and population. It accounts for 42% of ASEAN’s land area and is the world’s largest producer of nickel and palm oil.
Malaysia has attracted significant investments from US and Chinese tech giants in data centres, cloud technology, and AI. Between 1 January 2024 to 31 October 2024, the FTSE Bursa Malaysia 100 Index gained 22.1% within 10 months in USD terms, outperforming the MSCI Emerging Markets Index and MSCI Emerging Markets Asia Index.
Thailand, Southeast Asia’s second-largest economy, relies heavily on tourism as a core driver. The country is experiencing a strong rebound in tourism, with 35–37 million arrivals projected for 2024, nearing its 2019 peak of 40 million.
How to Subscribe to the ETF During the IOP via POEMS 2.0
- Log in to your POEMS 2.0 account, then navigate to 'Account Management' > 'Online Forms' > 'IPO Subscription – Irrevocable Form'.
- 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 5 Dec, Thur 2024.
- Ensure sufficient funds are available in your POEMS account to complete the application process (including the subscription amount, transfer fees, and GST) by 5 Dec, Thur 2024 at 5pm.
Promotion
Receive up to S$500 Cash Credit to Your POEMS Account when you subscribe to the Lion-China Merchants Emerging Asia Select Index ETF!
Customers will receive S$20 in cash credits for every S$10,000 subscribed to the ETF.
Seminar Recording
https://www.youtube.com/watch?v=HiKpX0D8LZE IOP Subscription Details
- The subscription period for Lion-China Merchants Emerging Asia Select Index ETF (“ETF”) is from 25 Nov, Monday at 9am to 5 Dec 2024, Thursday at 5pm
- The online subscription will close on 5 Dec 2024 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.
- An additional transfer fee charge of S$10 (subject to GST) per application for Cash Management Accounts will be applicable.
- Only one application is allowed per Account.
- Each ETF unit is priced at USD 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 USD. The settlement currency will be in USD.
- Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 5 Dec 2024 at 5pm
- Applications will be rejected if the Account does not have or reflect sufficient funds after 5 Dec 2024 at 5pm.
- ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 11 Dec 2024.
- 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 11 Dec 2024 at 9am.
- Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
- In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained.
- By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.
- Customers will receive S$20 cash credit for every S$10,000 subscription into Lion-China Merchants Emerging Asia Select Index ETF, and successful subscribers to fulfill 1 month holding period after the listing date.
- The Campaign period is from 25 Nov, Monday at 9am to 5 Dec 2024, Thursday at 5pm
- The Cash Credit is capped at S$500 per POEMS account.
- The Cash credits is to be provided to the first 100 eligible clients of PSPL who invest in the ETF during the IOP.
- The Cash Credit will be credited to your Account in one month after the listing date.
- Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
- In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained.
- By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.
UOBAM ETFs with SRS
Receive up to S$200* Cash Credit
When you invest in UOBAM ETFs with your SRS
Plan your Retirement & Enjoy Tax Relief!
Open Account Invest NowReceive up to S$200* Cash Credit when you invest in UOBAM ETFs with your SRS
Plan your Retirement & Enjoy Tax Relief!
Open Account Invest NowWhy UOB Asset Management (UOBAM) for ETFs?
- UOBAM is one of Asia's leading asset managers, managing over S$35.3 billion in assets as of September 2024.
- With a presence in 9 Asian markets, including 6 in ASEAN, UOBAM leverages its onshore capabilities to provide investors with unique insights into the region’s investment landscape.
- Investors benefit from UOBAM’s diverse network of fund managers, analysts, and partners across major Asian markets, including Singapore, China, Malaysia, Indonesia, Taiwan, Thailand, and Vietnam.
List of Qualifying UOB ETFs Products:
Why invest in United SSE 50 China ETF? (JK8)The SSE 50 index is composed of the 50 most sizable and liquid stocks listed on the SSE, and is widely acknowledged and cited as a gauge of the China A-Shares market. Its objective is to mirror the performance of prominent, high-quality, and impactful large firms operating on the SSE.Why invest in UOB APAC Green REIT ETF? (SGD: GRN, USD: GRE)This fund offers the potential for both profit and capital appreciation. It aims to promote real estate operational and management practices focused on reducing carbon and other greenhouse gas emissions. The index includes 50 REITs with higher yields, listed within the region, that demonstrate comparatively superior environmental performance, as assessed by GRESB's real estate evaluation standards. Additionally, all selected REITs meet the minimum liquidity criteria.Why invest in UOBAM PingAn Chinext ETF? (SGD: CXS, USD: CXU)Take advantage of the growth prospects presented by China's 14th five-year plan, which aims to enhance the sustainability of economic expansion and improve the standard of living for its populace. Technological advancement, environmentally friendly energy sources and the welfare of its citizens, as well as certain industries that are positioned to benefit from the supportive policy environment. The ChiNext Index covers a broad spectrum of pioneering companies and industries that have the potential to capitalise on the realisation of these megatrends in the future. You can now gain exposure to Chinext Market which is less accessible to foreign retail investors! Previous slide Next slide Why invest in United SSE 50 China ETF? (JK8)The SSE 50 index is composed of the 50 most sizable and liquid stocks listed on the SSE, and is widely acknowledged and cited as a gauge of the China A-Shares market. Its objective is to mirror the performance of prominent, high-quality, and impactful large firms operating on the SSE.Why invest in UOB APAC Green REIT ETF? (SGD: GRN, USD: GRE)The fund has the potential to provide both profit and capital appreciation. It strives to promote real estate operational and management methodologies targeted at reducing carbon and other greenhouse gas emissions. The index picks and includes 50 REITs with higher yields that are listed in the region and exhibit comparatively superior environmental performance as determined by GRESB's real estate evaluation. Additionally, they meet the minimum liquidity criteria.Why invest in UOBAM PingAn Chinext ETF? (SGD: CXS, USD: CXU)Take advantage of the growth prospects presented by China's 14th five-year plan, which aims to enhance the sustainability of economic expansion and improve the standard of living for its populace. Technological advancement, environmentally friendly energy sources and the welfare of its citizens, as well as certain industries that are positioned to benefit from the supportive policy environment. The ChiNext Index covers a broad spectrum of pioneering companies and industries that have the potential to capitalise on the realisation of these megatrends in the future. You can now gain exposure to Chinext Market which is less accessible to foreign retail investors! Previous slide Next slide Trade United SSE 50 China ETF (JK8) Trade UOB APAC Green REIT ETF (SGD: GRN) Trade UOB APAC Green REIT ETF (USD: GRE) Trade UOBAM PingAn Chinext ETF (SGD: CXS) Trade UOBAM PingAn Chinext ETF (USD: CXU)Don't miss out!
Be one of the first 100 Eligible Customers to receive the Cash Credit!
 Reward | Requirement |
S$20Cash Credit | Invest S$1,000 in UOBAM ETFs with SRS to earn S$20,up to a maximum of S$200 per Customer. |
Have a SRS Account but New to POEMS?
- Open a POEMS Account
- Once your POEMS Account is successfully opened, login to POEMS 2.0.
- Go to “My Settings” > “My Account”.
- Complete the details under “Bank A/C Information”.
Existing Customer but no SRS Account?
- Open a SRS account with one of the 3 bank operators:
- Once your SRS Account is successfully opened, login to POEMS 2.0.
- Go to “My Settings” > “My Account”.
- Complete the details under “Bank A/C Information”
Enjoy the Best of Both Worlds!
Invest with SRS to Unlock Potential Positive Returns & Enjoy Tax Savings
Contributions to SRS accounts only earn 0.05% when kept idle in banks. Investing your SRS funds is an effective way to put your money to work and potentially build wealth. Take advantage of this opportunity to strategically plan for your retirement.
Benefits of Investing Through Your SRS Account:
- Gain tax savings on every dollar saved into the account
- Accumulate tax-free returns from your SRS investments
- Enjoy the flexibility to invest in diverse assets, boosting your retirement savings
- Access your funds anytime
- Receive a 50% tax concession on withdrawals
For more information about how SRS gives you tax savings, please refer here.
Frequently Asked Questions
Which Account types are eligible for this promotion?Cash Plus, Cash Management, Margin, Custodian, and Share Financing Accounts.
What if I am a Cash Trading Account holder? Am I eligible for this promotion?No. Cash Trading Accounts are not eligible for this promotion. You may consider opening an eligible Account type or converting your Cash Trading Account to a Cash Management Account.
How do I convert my Cash Trading to Cash Management Account?Login to POEMS 2.0 Website > Acct Mgmt > Stocks > Online Forms. Cash Trading Account with existing GIRO facility has to be terminated before we are able to process the conversion of your existing Cash Trading to a Cash Management Account.
When will I receive the Cash Credit?The Cash Credit will be credited to the Customers’ eligible POEMS Accounts by the end of January 2025.
Terms and Conditions
Terms and Conditions
- This promotion is valid from 19 November 2024 to 31 December 2024, both dates inclusive.
- This promotion is open to all new and existing Customers of Phillip Securities Pte Ltd (“PSPL”).
- Qualifying Account types for this promotion:
- Cash Plus
- Cash Management
- Margin
- Custodian
- Share Financing
- Eligible Customer will receive S$20 Cash Credit for every S$1,000 invested successfully in UOBAM ETFs with SRS, up to a maximum of S$200 per Customer.
- Qualifying UOBAM ETFs Products:
- United SSE 50 China ETF (JK8)
- UOB APAC Green REIT ETF (SGD: GRN)
- UOB APAC Green REIT ETF (USD: GRE)
- UOBAM PingAn Chinext ETF (SGD: CXS)
- UOBAM PingAn Chinext ETF (USD: CXU)
- This promotion is only limited to the first 100 eligible PSPL Customers who fulfilled the requirements within the promotion period.
- The Cash Credit reward/s will be credited to eligible Customers’ POEMS Account by the end of January 2025.
- The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
- Corporate Accounts and Joint Account holders
- All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
- 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.
Disclaimer
This advertisement is intended for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell any investment products mentioned herein. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs.
Investments are subject to investment risks including the possible loss of the principal amount invested. The value of any investments and the income from them may fall as well as rise. The risk of loss in leveraged trading can be substantial and you could lose in excess of your initial funds.
You may wish to obtain advice from a financial adviser before investing in 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. You are advised to read the trading account Terms & Conditions and Risk Disclosure Statement before trading in investment products.
SDR Promo Aug 2024
Zero Brokerage with Singapore Depository Receipts (SDR) from
1 Aug 2024 to 31 Mar 2025
Zero Brokerage with Singapore Depositary Receipts (SDR) from
1 Aug 2024 to 31 Mar 2025
Click on the logo or the counter name to read more about the company.
Meituan
Trade
Xiaomi Corporation
Trade
Ping An Insurance (Group) Company of China, Ltd.
Trade
Tencent Holdings Ltd
Trade
Alibaba Group Holding Limited
Trade
BYD Electronic (International) Co., Ltd
Trade
Bank of China
Trade
Hongkong and Shanghai Banking Corporation
Trade
Trade
Trade
PTT Exploration and Production
Trade
Siam Cement
Trade
Trade
Trade
Trade
Delta Electronics
Trade
Don’t have an Account?
Open An Account NowAlternatively, visit any of our Phillip Investor Centres or contact your trading representives.
Frequent Asked Questions
What is SDR?Singapore Depository Receipts (SDR) are instruments issued by the depository which represent beneficial interest of an underlying security listed on an overseas exchange. SDR facilitate investments into overseas listed companies without having to deal with the complexities of cross-border trading and settlement.
How does SDR work?SDR provide investors beneficial interest in an overseas listed security without having to purchase the security directly on an overseas exchange. SDR is issued by the depository and each SDR is represented by a specific number of underlying securities, held with a custodian in the home market on trust for SDR holders.
What overseas markets and instruments are SDR are issued on?Currently, there are SDR issued on Non-Voting Depository Receipts (NVDR) on shares of a company listed on the Stock Exchange of Thailand (SET). An NVDR is an instrument issued by the Thai NVDR Co., Ltd (Thai NVDR), a subsidiary of the SET, to facilitate trading by reducing barriers of foreign ownership limits. Generally, NVDR share the same prices and benefits as its underlying shares but do not carry any voting rights.
Who can invest in SDR?SDR are classified as Excluded Investment Products (“EIP”) and are generally for investors who expect low to moderate likelihood of loss of principal investment amount, with generally smaller potential returns. Investors who invest in this product should have a basic understanding of financial instruments with standardised terms and no unusual or complicated features.
Investors should refer to the SDR programme disclosure document provided by the depository for the features, and characteristics including a description of how corporate actions or distributions will be handled, as well as risks and other information. The SDR programme disclosure document is provided on https://www.singaporedr.com/.
Why should I buy SDRs, instead of HK Stocks directly?Trading HK SDRs offers several advantages over buying HK stocks directly.* There is no minimum lot size, allowing for greater flexibility. You can manage all positions on a single platform, trading alongside other SGX-listed HK DLCs, structured warrants, and ETFs, all in SGD during SGX trading days and hours. Additionally, SDRs are custodised with CDP, with dividends paid in SGD. You’ll benefit from lower brokerage fees, no FX charges, and no custody fees for direct CDP accounts. Finally, SDR trading allows you to trade ahead of the Hong Kong market opening, with overlapping hours for US pre-market trading.
*Minimum lot size for individual counter
You can find the counter details by clicking on each individual name. (AOT, CPALL, PTTEP, SCG, KBANK, GULF, AIS, DELTA, HSBC, BYD, Tencent, Alibaba, BOC)
For more FAQs, you might refer here.
Terms & Conditions
Terms and Conditions- This promotion offers a commission rebate to trade Singapore Depository Receipt (“SDR”) with 0 brokerage from 1 Aug 2024 to 31 March 2025.
- SDR trades must be executed on our suites of the POEMS platform.
- Customers will be required to pay the prevailing SGX clearing fee, SGX access fee and other related fees, and the associated GST.
- Eligible Accounts used for trading of SDRs must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.
- The rebate will be paid to your Trading Account in February 2025 when you trade before 31 Dec 2024; the rebate will be paid to your Trading Account in May 2025 when you trade between 1 Jan to 31 Mar 2025.
- The following persons are not eligible to participate in those promotions unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
a. PSPL institutional Customers and Corporate Customers
b. PSPL Account holders whose Accounts have been suspended, canceled or terminated - 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.
Don’t miss this opportunity!
Trade Now Open an Account
Don’t miss this opportunity!
Trade Now Open an AccountFor more information about Singapore Depository Receipts (SDR), please refer here.
CDP Mass Share Transfer Request
Fast Track Your Wealth
with Remisiers
Transfer your CDP Shares & receive up to S$588!
Your shares deserve the ultimate pit crew to go the distance.
Transfer your CDP Shares Now!Invest Smarter : Partner with a Remisier
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
Ride the 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 |
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 HereGet in touch with your Remisier 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 Remisiers in Singapore today
Comprehensive range of Financial Services from our multi-licensed Remisiers (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
Exclusive Promotion
Transfer your CDP shares fully to your POEMS Account to enjoy the following SMART Park Credits rewards:
Unlock your Rewards!
*T&Cs Apply.
View Terms & Conditions for the Promotion
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
Terms & Conditions
SMART Park Credits Reward (Mar-May 2025 Promotion)- The promotion is only limited to the first 200 unique Customers who transfer in Eligible Assets from CDP fully to Eligible Accounts from 1 March 2025 to 31 May 2025, both dates inclusive.
- Customers who previously participated in our previous CDP Mass Share Transfer promotion in Oct 2024 – Dec 2024 will not 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 worth of Eligible Assets
- S$188 for transferring S$200,000 worth of Eligible Assets
- S$288 for transferring S$500,000 worth of Eligible Assets
- S$588 for transferring S$1,000,000 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) by 31 May 2025.
- 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.
- SMART PARK Credits will be credited in July 2025.
- All employees of PSPL’s entities and its contractual representatives (e.g. trading representatives, financial advisors) and their immediate families are not eligible for this promotion unless approved by the management of PSPL.
- 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.
SDR Coupon
What is SDR?
Singapore Depository Receipts (SDR) are instruments that represent the beneficial interest of an underlying security listed on an overseas exchange. An SDR is issued for trading on the securities market of the Singapore Exchange (SGX-ST) on an unsponsored basis by an intermediary, referred to as a SDR issuer, who does not have a formal agreement with the underlying company.
Available Counters
Meituan
Xiaomi Corporation
Ping An Insurance (Group) Company of China, Ltd.
Alibaba Group Holding Limited
BYD Electronic (International) Co., Ltd
Bank of China
Hongkong and Shanghai Banking Corporation
Tencent Holdings Ltd
AOT Airports of Thailand
CP All
PTT Exploration and Production
Siam Cement
The KASIKORNBANK
Advanced Info Service
Delta Electronics
SMIC
JD.com
PetroChina
Bangkok Dusit Medical Services
CP Foods
Gulf Development
For more information about Singapore Depository Receipts (SDR), please refer here.
How to Redeem?
Simply login to POEMS Mobile 3 App > Head to "Me" Tab > Visit "Rewards" to Redeem your S$20 SDR Coupon!
Redeem NowAre you ready? Scan the QR code and redeem now!
(The Coupons are only redeemable via POEMS Mobile 3 App, scan and download now if you haven't done so)
Terms & Conditions
Terms and Conditions- The S$20 SDR (Singapore Depositary Receipts) Coupons, purchasable with five POEMS coins, can be redeemed for a S$20 Cash Credit upon Successful Trades.
- Successful Trades refer to the purchase of any listed SDR on SGX, with a minimum contract value of at least S$2,000 and must be executed within the same month of redemption (to receive the S$20 Cash Credit).
- 100 S$20 SDR Coupons will be released on the first day of each month from August to October on the POEMS Mobile 3 App Rewards page. Coupons will remain available until 11:59 PM on the last day of the respective month, or while stocks last – whichever comes first.
- The S$20 SDR Coupon redemption on the POEMS Mobile 3 Rewards will be on a first come first serve basis.
- The Five POEMS Coin used to purchase the SDR will not be refunded once the SDR Coupon is redeemed.
- Each Customer is eligible to redeem one S$20 SDR coupon per month using the POEMS coins during the Promotion period.
- The S$20 Cash Credit will be credited to your Account within the second week of the following month after redeeming the coupon and completing Successful Trades.
- E.g. Customer redeems the S$20 SDR Coupon on 15 Aug 25 and makes Successful Trades by 31 Aug 25. The Customer will receive the S$20 Cash Credit in his/her Account by the second week of Sep.
- E.g. Customer redeems the S$20 SDR Coupon on 10 Sep 25 and makes Successful Trades by 30 Sep 25. The Customer will receive the S$20 Cash Credit in his/her Account by the second week of Oct.
- The S$20 SDR Coupon is not refundable, exchangeable for cash nor transferable to other Account holders.
- This Promotion is not applicable to
- Cash Account(s)
- Joint Account(s)
- PSPL institutional Customers and corporate Customers
- PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives.
- 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, you acknowledge that you have read and consented to these Terms and Conditions.
- 100 S$20 SDR Coupons will be released on the first day of each month from August to October on the POEMS Mobile 3 App Rewards page. Coupons will remain available until 11:59 PM on the last day of the respective month, or while stocks last – whichever comes first.
- Eligibility Criteria:
- BUY trades only
- SDR (Singapore Depositary Receipts) listed in SGX
- Cash trades only
- Online trades only
- A minimum contract value of S$2,000
- This Coupon, exchangeable with 5 POEMS Coins, can be redeemed for a $20 Cash Credit upon successful eligible trades.
- The availability of this Coupon listed on the POEMS Mobile 3 Reward Shop will be on a first come first serve basis.
- Each Customer is only eligible to redeem one S$20 SDR Coupon using POEMS coin during the Promotion period.
- The 5 POEMS Coins used to exchange for this Coupon will not be refunded once the Coupon is exchanged.
- This Coupon is valid for one-time use only and is non-refundable, non-transferable, and cannot be exchanged for cash.
- This Coupon will expire 30 days from the date of exchange. You are required to activate the Coupon and execute the eligible trade within the 30 days.
- Once activated, the Coupon cannot be deactivated or reissued.
- This Coupon will be automatically applied to the first successful eligible trade executed, after the Coupon activation and before its expiry.
- The S$20 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 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.
- 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.
- This Promotion is not applicable to
- Cash Account(s)
- Joint Account(s)
- PSPL institutional Customers and corporate Customers
- PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives.
- 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 activating this Coupon, you acknowledge that you have read and consented to these Terms and Conditions.
SocGen US Stock DLCs
From 7 October 2024 to 28 February 2025
By executing any 2 BUY trades of SocGen US Stock DLCs online
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 representives.
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.
14 New US Stock DLCs to be listed are tabled below:
| DLC Code | DLC Name | Underlying US Stock | Type | Leverage | Listing Date | Issue Price (SGD) |
| TSYW | TESLA 3xLongSG261006 | Tesla | Long | 3x | 4 Oct | 5.00 |
| TSXW | TESLA 3xShortSG261006 | Tesla | Short | -3x | 4 Oct | 5.00 |
| NVIW | NVDA 3xLongSG261006 | NVIDIA | Long | 3x | 4 Oct | 5.00 |
| NVDW | NVDA 3xShortSG261006 | NVIDIA | Short | -3x | 4 Oct | 5.00 |
| MACW | APPLE 3xLongSG261006 | APPLE | Long | 3x | 4 Oct | 4.00 |
| PODW | APPLE 3xShortSG261006 | APPLE | Short | -3x | 4 Oct | 4.00 |
| USAW | AMZN 3xLongSG261006 | AMAZON | Long | 3x | 8 Oct | 4.00 |
| USBW | AMZN 3xShortSG261006 | AMAZON | Short | -3x | 8 Oct | 4.00 |
| USDW | META 3xLongSG261006 | META | Long | 3x | 8 Oct | 4.00 |
| USFW | META 3xShortSG261006 | META | Short | -3x | 8 Oct | 4.00 |
| USGW | MSFT 3xLongSG261006 | MICROSOFT | Long | 3x | 8 Oct | 4.00 |
| USHW | MSFT 3xShortSG261006 | MICROSOFT | Short | -3x | 8 Oct | 4.00 |
| USJW | ALPHAB 3xLongSG261006 | ALPHABET | Long | 3x | 8 Oct | 4.00 |
| USPW | ALPHAB 3xShortSG261006 | ALPHABET | Short | -3x | 8 Oct | 4.00 |
For more information of US Stock DLCs, please check out HERE.
Frequent Asked Questions
How do I qualify for the S$88 Cash Credit?You must be a POEMS Customer who trades SocGen US Stock DLCs from 7 October 2024 to 28 February 2025, and executes at least TWO “BUY” trades on the DLC issued by Societe Generale (SocGen).
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. With the newly established US Stock DLCs, you can gain exposure to the S&P 500, NASDAQ-100 and DOW JONES indices.
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 DIHW – Tencent 5xLongSG231214
DIHW | Counter Code |
Tencent | Underlying |
5x | Leverage Factor |
Long | Long/Short |
SG | Issuer (SG = Societe Generale) |
231214 | Expiry Date (YYMMDD) |
Do note that only Societe Generale DLCs will be counted for this promotion.
I have multiple POEMS Accounts, can I claim the rewards more than once?No. Each Customer is only eligible to claim Cash Credit once despite having multiple Accounts. Please see the following example.
Client A has Accounts 1234567 & 2345678 with POEMS. Client A executed 2 “buy” trades of SocGen US Stock DLCs on Account 1234567 on 7 October 2024 and executed another 2 “buy” trades of SocGen US Stock DLCs on Account 2345678 on 11 November 2024. Assuming that both Accounts are meeting other conditions, Customer A will qualify for Cash Credit based on the Account that first traded the SocGen DLCs. In this case, Customer A will receive S$88 into his POEMS Account 1234567.
Terms & Conditions
Terms and Conditions- This promotion is for Customers who traded Daily Leverage Certificates (“DLCs”) tracking US Single Stocks issued by Societe Generale (“SocGen US Stock DLCs”) from 7 Oct 2024 to 28 February 2025 (the Promotion Period).
- Eligibility Criteria for the promotion:
o Accounts used for trading of SocGen US Stock DLCs must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.
o At least TWO BUY trades on SocGen US Stock DLCs must be executed.
o BUY or SELL Trades of same counter listed in SGX are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash/SRS) with the same Account are considered as one trade. This is due that we only charge one commission for such trade orders. Please refer to HERE for more information.
- The Reward is capped at S$88 per Customer, regardless of the number of Eligible Accounts through which the Customer places SocGen US Stock DLCs trades during the Promotion Period.
- The reward is limited to the first 200 Customers participating in the campaign.
- Each Customer can only claim the reward once. Customer(s) with multiple Accounts will not qualify for the reward again.
- For Customers who traded between 7 Oct and 31 Dec 2024, the Reward will be credited to Eligible Accounts by 28 Feb 2025. For Customers who traded between 1 Jan and 28 Feb 2025, the Reward will be credited to Eligible Accounts by 30 Apr 2025.
- 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
o PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives including their spouse and direct family members.
- 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.
Don't miss this opportunity!
Trade Now Open an Account
Open an Account
Trade Now
SSP 2Q25 SG Event
Your Favourite Event with POEMS Returns!
Days Hours Minutes Seconds
Join us at SGX Auditorium to meet our esteemed speakers and participate in fun games
Sign Up for Seminar
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Can't make it in person? Join us via Zoom
Sign Up for Webinar
About
Strategy & Stock Picks is a quarterly event organised specially for investors to gain professional insights into the outlook of the SG, MY, CN & HK, TH, ID, US, and JP markets and their stocks recommendation. Through these curated sessions, we aim to empower you with insights to better plan and develop your personal investment strategies for your financial goals.
Our SG session will be held on 5 April, Sat, 10am at the SGX Auditorium.
Join us at this exclusive event to hear from our speakers, and network with peer investors.
Programme
9.00 AM - 10.00 AM
Exclusive to participants at the SGX Auditorium
Registration & Booth Activities
Complete interesting tasks and get stamps to receive the door gifts!
Moderator: Huan Zi Teo | Dealing Manager | Phillip Securities Pte Ltd
10.00 AM - 12.00 PM
Strategy & Stock Picks 1Q2025
Paul Chew | Head of Research | Phillip Securities Research and his research analysts
Expand for synopsisIn this turbulent ocean of rising geopolitical tension and the threat of a trade war, Singapore equities remain a sea of calm. Companies are returning capital to shareholders at record levels through increased dividend payouts and share buybacks. The government is increasing fiscal spending and setting up a S$5bn fund to support equities. Sectors favoured by our analysts that are experiencing growth include banks, construction, defence, power, real estate and oil and gas services.
12.00 PM - 12.10 PM
Seizing Short-term Market Opportunities with Daily Leverage Certificates
Marcus Ng | Vice President, Cross Asset Listed Distribution, Asia Pacific | Societe Generale
Expand for synopsisGain exposure to Singapore, Hong Kong and US key indices and single stocks with the 3x, 5x and 7x DLCs that allow you to trade both directions of the market. Hear from the issuer Societe Generale on the key product features and how the DLCs stand out compared to other leverage products.
Kahoot Game #1
Capitaland Vouchers worth S$30/S$20/S$10 to be won!
12.20M - 12.30 PM
Use less capital with Warrants to hedge your portfolio
Jamie Chung | Head of Warrants Macquarie Group
Expand for synopsisKahoot Game #2
Capitaland Vouchers worth S$30/S$20/S$10 to be won!
12.40M - 12.50 PM
Rethinking Asia: A Modern Approach to Regional Investing
Hou Yi Dan | ETF Business Development Associate | Nikko Asset Management Asia Limited
Expand for synopsisFor decades, the Asia equity landscape has been constrained by Japan’s dominance and China’s outsized influence. Investors looking for Asian equity exposure had to choose between broad Asia indices or single-country funds. Is there a better way to harness gains from the bright spots in Asia while mitigating concentration risk? The Amova MSCI AC Asia ex Japan ex China Index ETF offers investors a more precise way to capture long-term growth drivers within Asia and provides a more balanced representation of Asia’s emerging and developed markets. Join our speaker from Nikko AM to find out more about the shifting trends in Asia.
Kahoot Game #3
Capitaland Vouchers worth S$30/S$20/S$10 to be won!
1.00 PM
Exclusive to participants at the SGX Auditorium
Grand Lucky Draw
Join our event for a chance to be one of the 3 lucky winners to walk away with 1 Gram Pamp Suisse Lady Fortuna Gold Bar!
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Lunch and Networking
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Sign Up for WebinarFeatured Speakers
Paul Chew
Head of Research Phillip Securities Research Paul has 20 years of experience as a fund manager and sell-side analyst. During his time as a fund manager, he has managed multiple funds and mandates including capital guaranteed, dividend income, renewable energy, single country and regionally focused funds. He graduated from Monash University and has completed both his Chartered Financial Analyst and Australian CPA programme.
Glenn Thum
Senior Research Analyst Phillip Securities Research Glenn covers the Banking and Finance sector. He has had 3 years of experience as a Credit Analyst in a Bank, where he prepared credit proposals by conducting consistent critical analysis on the business, market, country and financial information. Glenn graduated with a Bachelor of Business Management from the University of Queensland with a double major in International Business and Human Resources.
Darren Chan
Senior Research Analyst Phillip Securities Research Darren has over three years of experience on the buy-side as a fund manager. During his time as fund manager, he has managed multiple funds and mandates including dividend income, growth, as well as customised, Singapore focused and regionally focused funds. He graduated from the University of London with a First-Class Honours degree in Banking and Finance.
Zane Aw
Research Analyst Phillip Securities Research Zane analyses the stock market and conducts technical analysis to provide investment recommendations. He graduated from Nanyang Technological University with a Bachelor of Accountancy (Honours).
Miaomiao Liu
Research Analyst Phillip Securities Research Miaomiao mainly covers the Singapore REITs sector and graduated from Singapore Management University with a Bachelor's degree in Business Management.
Huan Zi Teo
Dealing Manager Phillip Securities Pte Ltd Huan Zi graduated from Nanyang Technological University (NTU) in 2014 with a Bachelor’s degree in Business, majoring in Banking and Finance. He currently serves as a dealing manager with a team of more than 10 equity specialists. Additionally, he frequently conducts seminars and webinars to empower his clients with financial and investment knowledge, including fundamental analysis and technical analysis.
Marcus Ng
Vice President, Cross Asset Listed Distribution, Asia Pacific Societe Generale Marcus is responsible for the product management, sales and marketing of the Daily Leverage Certificates in Singapore, together with Warrants and Callable Bull/Bear Contracts (CBBCs) in Hong Kong. Prior to this role, Marcus spent over seven years at SGX, managing the range of structured products listed on the securities market and driving the distribution of research content after graduating from the SGX Management Associate programme.
Jamie Chung
Head of Warrants Macquarie Group Jamie has been educating investors on Singapore warrants market for 15 years now. With her unique blend of warrant market-making and sales responsibilities, she is equipped to provide attendees with information about warrants in order to better understand the product, as well as market insights and also address various warrant queries.
Hou Yi Dan
ETF Business Development Associate Nikko Asset Management Asia Limited Yi Dan is a Business Development Associate in the Asia ETF Business Development team based in Singapore. As an ETF Business Development Associate, Yi Dan is responsible in assisting the team to drive the growth of Nikko Asset Management's ETFs business in Southeast Asia. She also works with brokers and liquidity providers to ensure efficient trading of Nikko AM ETFs both on exchange and over the counter.Frequently Asked Questions
What is the maximum capacity of the seminar?Seats are limited and registration is on a first-come, first-served basis. If the registration of the seminar reaches full capacity, you can still join the event online via Zoom.
Do I need a Zoom account to join the webinar?You do not need a Zoom account to join the webinar. Simply click the link in the confirmation email to join the session using the Zoom Web Client (works best on Chrome). Alternatively, you can download Zoom on your desktop or mobile device before the session begins.
Will I receive a reminder to join the webinar?Yes, you will receive email reminders 1 day, and 1 hour prior to the webinar. Do check your email for the link.
Will the webinar be recorded?The recorded webinars will be available on our YouTube channel.
How does Q&A session work?At the physical event, our moderator will pass the microphone to the audience for questions raised on the spot. For the zoom session, an up-vote system will be used and the questions with the highest number of votes will be answered first. Due to time constraint, similar questions will be answered only once. The speakers will address only those questions that are specific to the topics being presented. All questions will be cleared after each session to avoid confusion for the next speaker.
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Please note that by providing your personal data to register for this event, you give consent to (Phillip Securities Pte Ltd(“PSPL”)), its employees and agents, and/or third-party service providers (whether in or out of Singapore) to collect, use, and/or disclose your personal data for the following purposes:
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