Start Inviting Your Friends & Family!

Fund & Trade Rewards

Make a Deposit, and Buy Stocks/ ETFs/ Unit Trusts to Receive Attractive Rewards

Deposit S$3,000 + 3 BUY Trades

US$20 Worth of Free Shares

8,888 POEMS Coins

• Make an initial deposit of at least S$3,000 within 14 days of Account opening.
• Hold the funds in your Account for at least 30 days without withdrawal.
• Execute at least 3 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening.

Deposit S$10,000 + 5 BUY Trades

US$88 Worth of Free Shares

10,888 POEMS Coins

• Make an initial deposit of at least S$10,000 within 14 days of Account opening.
• Hold the funds in your Account for at least 30 days without withdrawal.
• Execute at least 5 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening.

Bonus

(For Cash Plus Accounts only)

How It Works

You (Referrer)

Existing POEMS Account Holder

1. Share your referral link.
2. Your friend uses your referral link to open  an Account. Kindly note that your friend must be NEW to Phillip Securities to qualify.
3. Your friend funds at least S$3,000 to the Account within 14 days of Account Opening with a holding period of 30 days.

Your Friends (Referee)

New to Phillip Securities

1. Opens an Account with your unique link and opt-in to Excess Funds Management (SMART Park).  Afterwhich, they can redeem the Account Opening Reward.
2. By funding at least S$3,000 to the Account within 14 days of Account opening (without withdrawing the funds for 30 days)

For Referees, who open a Cash Plus Account, they can enjoy $0 US commission for 30 days.

1. Share your referral link
2. Your friend uses your referral link to open an Account *Your friend must be NEW to Phillip Securities
3. Your friend funds at least S$3000 to the Account within 14 days of Account Opening with a holding period of 30 days.

1. Opens an Account with your unique link and opt-in to Excess Funds Management (SMART Park).  They can redeem Account Opening Reward above.
2. Upon funding at least S$3,000 to the Account within 14 days of Account Opening (without withdrawing the funds for 30 days) and make at least 3 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening, they can redeem Fund and Trade Rewards above.

Start Inviting Your Friends & Family!

Frequently Asked Questions

1. Cash Plus Account
2. Margin Account
3. Cash Management Account
4. Prepaid Account
5. Custodian Account
6. Share Financing Account

Terms & Conditions

1. Referral Programme (“Programme”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (“PSPL”) to open a Cash Plus Account (“Referee”), from 26 December 2024 to 9 March 2025, both dates inclusive.
2. Within this context, “Referrers” refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing Accounts (“Qualified Accounts”).
3. A referral will only be considered successful when the Referee opens a Cash Plus Account using a unique referral link generated by Referrer, opts in to Excess Funds Management (SMART Park) and fulfils these terms and conditions.
4. If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
5. Referrers will only receive S$68 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts (regardless of Account type).
6. Only the first 10 referred Accounts (regardless of Account type) will be considered as successful referrals.
7. Referee consents to the disclosure of his or her name and referral status to the Referrer.
8. Rewards for Referrer
   1. The Referrer will be entitled to a S$68 Cash Credit when his/her Referee
      1. Successfully opens a Cash Plus Account, opts in to Excess Funds Management (SMART Park) and deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date.
      2. Does not withdraw this minimum amount for a period of at least 30 days
      3. Please note that the credits are non-transferable and non-withdrawable.
9. Rewards for Referee
   1. Referees will receive:
      1. Account Opening Rewards at poems.com.sg/welcome-gifts
      2. Fund & Trade Rewards at poems.com.sg/welcome-gifts
      3. SMART Park 5% p.a. Guaranteed Returns at poems.com.sg/welcome-gifts
10. The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
    1. Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
    2. Referees who have closed any Accounts with PSPL
    3. Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
    4. All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
11. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
12. 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.
13. 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.
14. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
15. This advertisement has not been reviewed by the Monetary Authority of Singapore.

1. Referral Programme (“Programme”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (“PSPL”) to open a Cash Management Account (“Referee”), from 26 December 2024 to 9 March 2025, both dates inclusive.
2. Within this context, “Referrers” refer to customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing (“Qualified Accounts”)
3. A referral will be considered successful only when the referee fulfils all of the following:
   • Opens a Cash Management Account using a unique referral link generated by the referrer
   • Opts into Excess Funds Management (SMART Park)
   • Does not change the account type during the promotion period
   • Abides by the terms and conditions
4. If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
5. Referrers will only receive S$68 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts that fulfil clause 12 (regardless of Account type)
6. Only the first 10 referred Accounts (regardless of Account type) will be considered as successful referrals
7. Referee consents to the disclosure of his or her name and referral status to the Referrer
8. The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
   1. Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
   2. Referees who have closed any Accounts with PSPL.
   3. Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
   4. All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
9. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
10. PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all participants
11. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.

• 0% Sales Charge on Unit Trust
• Free Live Prices for SGX and US Asian Hours
• Free Live Prices for US (NASDAQ, NYSE, AMEX), Malaysia (BURSA), Thailand (SET), and US Options for non-professionals
• Free SGX Enhanced Market Depth Access until 30 November 2026.  For more information, please refer to poems.com.sg/sgx-enhanced-market-depth.

• Fractional Shares Coupons (value US$20)
  • Coca Cola (Worth US$10)
  • NVIDIA (Worth US$10)
• POEMS Coins: 8,888 (Worth S$8.88)

• Fractional Shares Coupons (value US$88)
  • Coca Cola (Worth US$22)
  • NVIDIA (Worth US$22)
  • McDonalds (Worth US$22)
  • Meta (Worth US$22)
• POEMS Coins: 10,888 (Worth S$10.88)

• Customers must ensure that their Net Cumulative fund amount does not fall under S$3,000/S$10,000 to be eligible for the Fund & Trade Rewards based on the tier respectively.
• Net Cumulative fund refers to accumulated fund amount  calculated from the day the Customers make and maintain their initial deposit for 30 days Capital gains and losses are excluded.
• The calculation of Net Cumulative funds is done daily. All withdrawals made during the holding period will reduce the Customers’ daily Net Cumulative Deposit.
• Once the daily Net Cumulative fund falls below S$3,000, the Customers will no longer be eligible to receive any Rewards.

15. Activation and Crediting of Rewards:

• 0% Sales Charge on Unit Trust will be granted upon Account opening.
• Free Live Prices for SGX and US Asian Hours will be granted upon Account opening.
• Free Live Prices for US (NASDAQ, NYSE, AMEX), Malaysia (BURSA), Thailand (SET), and US Options for non-professionals. To activate the Free Live Prices, click here

• Free subscription for SGX Enhanced Market Depth Access would be granted automatically

• based on the date that you fulfil the requirements and
• You must complete the following items in order to receive the free US Fractional shares into their Account within 90 days from Account opening:
  • Opt-in to US Fractional Shares & acknowledge the disclosure
  • W8 BEN form
  • Risk Warning Statement (RWS) form 
• Customers are required to claim the Tier 1 and Tier 2 Free Shares Reward within 30 days of  becoming eligible. Failure to do so, will result in the forfeiture of the reward.

• • Customers who have any existing Accounts with PSPL
  • Customers who have closed any Accounts with PSPL before
  • Corporate Accounts and Joint Account holders
  • All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).

2024 Mid-Autumn Festival Instagram Giveaway campaign

Stand a chance to win Magnificent Seven * Fractional Shares (worth S$1000) on POEMS this coming Mid-Autumn

Magnificent Seven* Fractional Shares

• Alphabet Inc Fractional Share (NASDAQ: GOOGL) (worth S$150)
• Amazon.com Inc Fractional Share (NASDAQ: AMZNL) (worth S$150)
• Apple Inc Fractional Share (NASDAQ: AAPL) (worth S$150)
• Meta Platforms Inc Fractional Share (NASDAQ: META) (worth S$250)
• Microsoft Corp Fractional Share (NASDAQ: MSFT) (worth S$100)
• NVIDIA Corp Fractional Share (NASDAQ: NVDA) (worth S$100)
• Tesla Inc Fractional Share (NASDAQ: TSLA) (worth S$100)

How it works : (Follow, Like, Tag, Comment and Win!)

1. 👉 Follow IG accounts: @investingwithphillipcapital and/or @phillipcapital. Double your chances by following both accounts and completing the steps below on both!
2. ❤️Like this 2024 Mid-Autumn Festival Instagram Giveaway campaign post.
3. 🤝Tag 5 friends in the Comments Section.
4. 💬 Comment and tell us which stock you would invest in with just a dollar. 

Terms and conditions: 

1. Giveaway Period: 16 Aug 2024 (Fri) 1200 hours (SGT) – 17 Sep 2024 (Tue) 2359 hours (SGT) 
2. Eligibility Criteria: 

To participate in this Instagram giveaway, participants are required to perform all of the following actions within the giveaway period from 16 Aug 2024 (Fri) 1200 hours (SGT) to 17 Sep 2024 (Tue) 2359 hours (SGT) (hereafter referred to as the ‘Giveaway Period’)

1. 👉 Follow IG accounts: @investingwithphillipcapital and/or @phillipcapital. Double your chances by following both accounts and completing the steps below on both!
2. ❤️Like this 2024 Mid-Autumn Festival Instagram Giveaway campaign post.
3. 🤝Tag 5 friends in the Comments Section.
4. 💬 Comment and tell us which stock you would invest in with just a dollar. 

This giveaway is open to all. 

However, if the winner does not have a POEMS account, he/she has to open a POEMS account before 30 Oct 2024 to receive the prize. 

Please see below for valid account types for the purpose of the giveaway:

1. Valid Account Types:
   1. Cash Management Account
   2. Cash Plus Account
   3. Margin Account
   4. Prepaid Account
   5. Custodian Account
   6. Share Financing Account
2. Invalid Account Types:
   1. Cash Account
   2. Managed Account
   3. Securities Borrowing and Lending (SBL) Account

• Entries submitted after the giveaway period will not be accepted. Phillip Securities Pte Ltd (PSPL) reserves all rights to disqualify any incomplete submissions or submissions that do not abide by the Instagram guidelines.
• The following persons are not eligible for this promotion, unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):

•       PSPL institutional Customers and corporate Customers
•       PSPL Account holders whose Accounts have been suspended, cancelled or terminated
•       PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives

3. How To Enter:

1. 👉 Follow IG accounts: @investingwithphillipcapital and/or @phillipcapital. Double your chances by following both accounts and completing the steps below on both!
2. ❤️Like this 2024 Mid-Autumn Festival Instagram Giveaway campaign post.
3. 🤝Tag 5 friends in the Comments Section.
4. 💬 Comment and tell us which stock you would invest in with just a dollar. 

*Multiple entries are allowed

• Winner Selection:
• The most interesting answer will be chosen and ranked by our panel of judges.
• Prize Distribution:
• The winner’s IG handle will be announced on the PhillipCapital Instagram (@phillipcapital) and @investingwithphillipcapital page on 25 Sep 2024.
• The winner will be contacted 3-5 business days after the announcement (24 Sep 2024) by  Instagram Direct Message for reward redemption details. 
• Should the winner be uncontactable by 11 Oct 2024, his/her prize will be forfeited. PSPL reserves the right to decide on one (1) or more reserve winner to replace the disqualified winner. PSPL has the absolute discretion to exclude any otherwise eligible persons from participating in the Giveaway.
• Prize:  One Winner will walk away with S$1000 worth of fractional shares as below:
• Alphabet Inc Fractional Share (NASDAQ: GOOGL) (worth S$150)
• Amazon.com Inc Fractional Share (NASDAQ: AMZNL) (worth S$150)
• Apple Inc Fractional Share (NASDAQ: AAPL) (worth S$150)
• Meta Platforms Inc Fractional Share (NASDAQ: META) (worth S$250)
• Microsoft Corp Fractional Share (NASDAQ: MSFT) (worth S$100)
• NVIDIA Corp Fractional Share (NASDAQ: NVDA) (worth S$100)
• Tesla Inc Fractional Share (NASDAQ: TSLA) (worth S$100)

• General:

• Participants of this Giveaway are bound by the promotional guidelines of Instagram: https://www.facebook.com/help/instagram/179379842258600 and exempts PSPL from any liability arising from any act, omission or default in connection with the use and operation of the operating platforms for Instagram over which PSPL has no control over. This Giveaway is in no way sponsored, endorsed or administered by, or associated with Instagram. The information collected from this Giveaway will belong solely to PSPL.
• In the event of a dispute over the Customer’s eligibility to participate in this Giveaway, PSPL’s decision will be final.
• PSPL reserves the sole right to refuse to award the aforementioned prizes without any prior notice to any participants for any reasons, particularly when participants have behaved inappropriately, whether through posting inappropriate remarks or through unconventional means or otherwise.
• PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any of these Terms and Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and / or deletions when effected, or (ii) vary, withdraw, or cancel any items of the Giveaway without having to disclose a reason thereof and without any compensation or payment whatsoever. The decision of PSPL on all matters relating to the Giveaway shall be final and binding on all participants.
• By entering the Giveaway, participants agree and consent to allow PSPL to use their Instagram ID, photograph, or likeness in all matters related to this Giveaway including any advertising or publicity without additional compensation or notification.
• By taking part in this Giveaway, participants acknowledge that he/she has read and consented to these Terms and Conditions.
• This advertisement has not been reviewed by the Monetary Authority of Singapore.
• This is intended for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment products mentioned. It does not have any regard to your specific investment objectives, financial situation or particular needs. Investments are subject to investment risks including the possible loss of the principal amount invested. You may wish to obtain advice from a financial adviser before making a commitment to purchase any investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should consider whether the investment product is suitable for you.

Exclusive to ECICS Tesla Motor Insurance Holders

Redeem Free Tesla Shares

Get in Touch

To receive FREE  Tesla Fractional Shares 

Get in Touch

For next step to receive FREE 
TESLA Fractional Shares 

To receive Free Tesla Fractional Shares

For questions about ECICS Tesla Insurance, please contact ECICS at 6206 5588 or visit www.ecics.com 

For questions about crediting of Tesla Fractional Shares, please contact our Customer Experience Unit at 
65311555 or talktophillip@phillip.com.sg 

Don’t have a

POEMS Account yet?

Open an Account and submit your details, to receive S$100 value of Tesla Fractional Shares! 

Don’t have a

POEMS Account?

Open an Account and submit 
your details, to receive S$100 
value of Tesla Fractional Shares! 

Welcome Gifts for
New Account Opening

• Enjoy Free Trading & Live Prices on Popular Markets (worth S$350+) 

• Receive Free US Fractional Shares (worth S$240*) 

• Receive Free Share CFD (worth S$540*) 

• Receive Free Exclusive NFT 

Welcome Gifts for New Account Opening

• Enjoy Free Trading & Live Prices on Popular Markets (worth S$350+) 

• Receive Free US Fractional Shares (worth S$240*) 

• Receive Free Share CFD (worth S$540*) 

• Receive Free Exclusive NFT 

Why ECICS Tesla Insurance?

1 in 3 Tesla Car Owners in Singapore is insured by ECICS 

Free Fractional Shares 

For a limited time only!

Waiver of Excess

Offering excess 

waiver up to S$1,500

Access Tesla’s  
Distributor Workshop

 Partner with Optima Werkz

FAQ

How can I claim the Telsa Fractional Shares?

Step 1: Purchase or renew your ECICS Tesla Motor Insurance

Step 2: You will receive the email from ECICS, which will direct you to this page  

Step 3: Fill in your details under the “Get in Touch” section and press “submit”

How long does it take to receive Tesla Fractional Shares?

It will take approximately 3 months after the policy is activated, with further details are provided on this site.  Please take note this is different from the purchase date of your policy. 

How much the Tesla Fractional Shares will I receive?

If you are opening a POEMS account for the first time, you will receive Tesla Fractional Shares valued at S$100 

If you are existing POEMS Account holder, you will receive Tesla Fractional Shares valued at S$50a

Are there any fees involved in claiming Tesla Fractional Shares?

No, there are no administrative or processing fees associated with claiming your Tesla Fractional Shares.

What happens if I cancel the ECICS Tesla Insurance policy after receiving the Tesla Fractional Shares?

If you cancel the policy, you will retain your Tesla Fractional Shares. However, to qualify for these shares, we recommend maintaining your policy for at least three months. This period allows for the necessary reconciliation process. Additionally, your policy must be active when the shares are credited to your POEMS Account.

The Largest ETF Event with POEMS in 2024!

Join us at SGX Auditorium to meet our esteemed speakers and participate in fun games

Sold out!

|

Join us via Zoom for ease of participation

About

Programme

Registration (SGX Atrium only)

Moderator: Huan Zi Teo | Dealing Manager | Phillip Securities Pte Ltd

The Future of ETFs: Trends, Innovations and Opportunities

The Macro Guide for ETFs

Lucky Draw #1

Polaroid GO Generation 2

Worth $228

Is it the time to re-look into S-REITS?

Bruce Zhang, CFA | Head of Fixed Income | CSOP Asset Management

Lucky Draw #2

Fitbit Luxe Fitness Tracker

Worth $168

Fixed Income Investing Amidst Volatility

Lunch (SGX Atrium only)

Lucky Draw #3

Sony Wireless Noise Cancelling Headphones

Worth $329

Diversify your portfolio: Getting ahead in the ETF investing game

Disclaimer This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. It is for information only, and is not a recommendation, offer or solicitation for the purchase or sale of any capital markets products or investments and does not have regard to your specific investment objectives, financial situation, tax position or needs. Please read the prospectus which is available on our website or from our distributors. Investments involve risks including the possible loss of the principal amount invested. Lion Global Investors® Limited (UEN/ Registration No. 198601745D)

Is It Time to Invest in the China Market?

Lucky Draw #4

Polaroid HiPrint Generation 2 2x3 Pocket Photo Printer

Worth $169

Panel Discussion

The Future of ETFs: Emerging Trends, Hidden Opportunities, and the Power of DCA

Kahoot Game & Lucky Draw (SGX Auditorium Only)

Highlights

Are you the luckiest 10 to win the Grand Lucky Draw?

Ipad? Samsung Mobile? Apple Watch? And more! Join our event to discover the exciting prizes awaiting you.

Sold out!

Featured Speakers

Paul Chew

Geoff Howie

Ong Xun Xiang

Bruce Zhang, CFA

Raphael Goh

U-Jin Lim

Tan Teck Leng

Kang Wei Chin

Huan Zi Teo

Frequently Asked Questions

Sponsors

Subscribe to our newsletter for the latest news.

Disclaimer

1. To administer your participation in the event;
2. To send information and/or updates by post, email, text messages or social media about our events or those of third parties that we think may interest you.

Get Started Today

For assistance, call 6531 1555 | Visit our Phillip Investor Centres

FAQs

Glossary

Get Rewarded When You Execute TWO BUY Trades of UBS DLCs from 1 July to 30 September 2024

What is a DLC?

A Daily Leverage Certificate (DLC)  is a form of structured financial instrument issued by banks and traded on the securities market. DLCs offer investors fixed leverage of 3 to 7 times the daily performance of an underlying index, regardless of 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 the first in Asia to offer trading in DLCs, allowing investors to gain fixed leveraged exposure to developed Asian market indices and single stocks. Unlike options, DLC pricing is not affected by factors such as implied volatility, time decay, or margin calls.

DLCs were first introduced in Europe in 2012, where they are also known as constant leverage products or factor certificates. They quickly garnered significant interest from investors in Europe shortly after their launch.

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 limited to invested amount

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

Transparent pricing due to tradability of the products on exchange

Don’t have an Account yet? Open an Account with us!

Frequently Asked Questions

To qualify for the S$108 cash credit, you must be a POEMS Customer who trades UBS DLCs from 1 July to 30 September 2024, and executes at least TWO BUY Trades during this period.

No, each Customer is only eligible to claim the cash credit once, regardless of  multiple Accounts. Please see the following example.

Client A who has Accounts 1234567 & 2345678 with POEMS, has  not traded UBS DLCs with PSPL between 1 April and 30 June 2024. Client A executes 2 buy trades of UBS DLCs on Account 1234567 on 2 July and executes another 2 buy trades of UBS DLCs on Account 2345678 on 2 August. Assuming that both Accounts meet all other conditions, Customer A will qualify for Cash Credit based on the Account that first traded the UBS DLCs. In this case, Customer A will receive a credit of  S$108 in his POEMS Account 1234567.

Please contact your dealer or Trading Representative. Alternatively, you can  contact our Customer Experience Unit at 6531 1555 or send an email to talktophillip@phillip.com.sg

Terms and Conditions

1. This promotion is for Customers who trade UBS DLCs between 1 July 2024 to 30 September 2024, both dates inclusive (the Promotion Period). 
2. Eligibility Criteria for the Reward:
   
   • Accounts used for trading of DLCs must be either Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) or Share Financing (V) Accounts.
   • At least TWO BUY trades on DLC must be executed.
   • BUY Trades of the same counter listed in SGX, are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash or SRS) with the same Account are considered as one trade. This is because we only charge one commission for such trade orders. Please refer HERE for more information.
   • Customers must not have traded UBS DLC with Phillip Securities Pte Ltd (PSPL) between 1 April 2024 and 30 June 2024. 
3. The Reward is capped at S$108 per Customer, regardless of the number of Eligible Accounts through which the Customer places DLC trades during the Promotion Period.
4. This Promotion is capped to the first 150 Customers who qualify for the cash credit.
5. Each Customer can only claim the Reward once. Customer(s) with multiple Accounts will not qualify for the Reward again.
6. The Reward will be credited to Eligible Accounts by 31 October 2024.
7. The following Customers are not eligible for this Reward, unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
   • PSPL institutional Customers and corporate Customers
   • PSPL Account holders whose Accounts have been suspended, cancelled or terminated
   • PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, and Financial Advisory Representatives.
8. In the event of a dispute over the Customer’s eligibility to participate in this Reward, PSPL’s decision will be final.
9. 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 Reward itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the Reward are final and binding on all participants.
10. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.

Do not miss this opportunity!

Do not miss is this opportunity!!

From 1 July to 30 November 2024

By executing any 1 BUY trade of Macquarie Warrants online

What is a Structured Warrant?

A Structured Warrant (SW) is an exchange-traded derivative that gives the holder the right but not the obligation to buy or sell the specific underlying asset at an agreed price (exercise price) on the expiry date.

A call warrant gives investors the right, not the obligation to buy the underlying asset. Typically, the price of a call warrant increases as the underlying asset price goes up.

A put warrant gives investors the right, not the obligation to sell an underlying asset. Typically, the price of a put warrant increases as the underlying asset price goes down.

Structured warrants are available over a range of assets, including shares and share indices.

Don't have an Account yet?

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

Why Trade Warrants?

Leverage

Leverage up to 3 times the daily performance of an underlying index

Flexible Investment Strategies

Flexibility to trade both rising and falling markets

Limited Downside Risk

Warrants have a longer lifespan and do not expire worthless

Liquidity

Many warrants are actively traded on organised exchanges

Diversification

Investors can gain exposure to different sectors, industries, or regions without directly owning the underlying securities

Frequently Asked Questions

Terms & Conditions

• Customers must not have traded Macquarie Warrants with Phillip Securities Pte Ltd (PSPL) between 1 April 2024 and 30 June 2024.
• Accounts used for trading of Macquarie Warrants must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.
• At least ONE BUY trade on Macquarie Warrants must be executed within the promotional period.
• BUY Trades of same counter listed in SGX, are placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash or SRS) with the same Account are considered as one trade. This is because we only charge one commission for such trade orders. Please refer HERE for more information.

• PSPL institutional Customers and corporate Customers
• PSPL Account holders whose Accounts have been suspended, cancelled or terminated
• PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives including their spouse and direct family members.

US Presidential Election 2024:

Embrace the Volatility &
Trade the US Market with POEMS

US Presidential Election 2024:


Embrace the Volatility &
Trade the US Market with POEMS!

Countdown to Election Day - 5 November 2024

Kamala vs. Trump: Which Stocks Stand to Gain the Most?

Kamala Harris

Democratic Party

Donald Trump

Republican Party

S&P 500 Average Returns in Presidential Election Year (Since 1928)

Source: Market Watch US Presidential Elections - Market Trends

Check out these  News Articles covering the US Election & US Market!

What Happens After an Assassination Attempt

As with Reagan in 1981, the FBI will take the lead in investigating the shooting of Donald Trump. 

Economists Say Inflation Would Be Worse Under Trump Than Biden

In a Wall Street Journal survey, economists see Trump’s plans to raise tariffs and crack down on illegal immigration as putting upward pressure on prices 

Stock Futures Trade Slightly Higher as Investors Weigh Trump Shooting

Stocks are poised for a slightly higher open on Monday, the first look at how U.S. markets will react following the failed assassination attempt on former President Donald Trump. 

Asia: Stocks mixed, dollar rises as traders weigh Trump shooting

The ‘Golden Goose’ of Investments: Boost Your Wealth and Enjoy Guaranteed Returns with Smart Park!

Growing and preserving your wealth can be straightforward and stress-free!

Imagine leaving your idle fund alone to generate returns automatically, without you having to remember rollovers, unlike Fixed Deposits and Treasury bills! Sounds wonderful? Let me share how!

The Fed’s Rate Cuts: Impact on US Stocks

The Federal Reserve’s (Fed) interest rate policies are a critical driver of US financial markets, with profound implications for stock valuations and sector performance. As the Fed signals a potential interest rate cut towards the end of the year in response to diminishing inflation rather than economic weakness, it is essential to understand how these changes could impact the US stock market.

Upcoming US Market Trends: Must-Watch Webinars for You

US Election Webinar: Portfolio Implication

3 Sep, Tue 2024 08:30 PM - 09:30 PM

Thomas Taw | Head of the APAC Investment Strategy | BlackRock

Zoom

From Ballots to Bull Markets: The Financial Impact of US Elections

3 Sep, Tue 2024 08:30 PM - 09:30 PM

Roger Leng | Director, Intermediary Sales UOB Asst Mnagement | Wayne Lau | Vice Pesident UOB Asset Management | Quan Chengji | Portfolio Manager | Phillip Securities | Darius Lee | Manager, Business Development | Phillip Securities

Zoom

Open POEMS Account

Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with the most trusted platform!

Open POEMS Account

Begin your journey in trading the most trusted Platform, and experience a fresh way to manage your money!

Financial Products to look out for during the 2024 Presidential US Elections

US Shares

US Fractional Shares

US Options

US Exchange Traded Funds (ETFs)

US Shares CFDs

US Indices CFDs

Forex CFDs

Commodities CFDs

Why Trade the US Market with POEMS?

• Trade US Shares from USD 1.88 Flat with Cash Plus Account!
• NO Foreign Custody Fees
• NO Settlement Fees
• NO Platform Fees
• NO Hidden Fees

Not sure what to Invest?

Park your Cash with SMART Park to grow & earn USD 1.7065% p.a. while waiting for Investment Opportunities!

^Based on Total Net Assets (TNA) figures reflected in FundSingapore.com

Return (7 Day) Annualised*
Rates updated as of 5 September 2022
*Based on the average rate of annualised returns over the last rolling week.
Past performance is not necessarily indicative of future performance. View disclaimer

Why Trade the US Market with POEMS?

• Trade US Shares from USD 1.88 Flat with Cash Plus Account!
• NO Foreign Custody Fees
• NO Settlement Fees
• NO Platform Fees
• NO Hidden Fees

Not sure what to Invest?

Park your Cash with SMART Park to grow & earn USD 1.7065% p.a. while waiting for Investment Opportunities!

^Based on Total Net Assets (TNA) figures reflected in FundSingapore.com

Return (7 Day) Annualised*
Rates updated as of 5 September 2022
*Based on the average rate of annualised returns over the last rolling week.
Past performance is not necessarily indicative of future performance. View disclaimer

Open Account &
Trade the US Market Now!

Need Assistance? Key your Details and we'll get back to you!

Contact us to
Open an Account

Need Assistance? Key your Details and we'll get back to you!

Redeem FairPrice & Shopee E-Vouchers with your POEMS Reward Points

Trade More to Earn More Points

Earn 1 POEMS Reward point for every S$1 in commissions when you trade equities* using POEMS 2.0, POEMS Mobile 2.0 App, POEMS Mobile 3 App, or POEMS Pro.

*Valid for both local and selected foreign markets.

For more information, please refer to our Terms & Conditions. 

Redeem FairPrice & Shopee E-Vouchers with your POEMS Reward Points

Trade More to Earn More Points

Earn 1 POEMS Reward point for every S$1 in commissions when you trade equities* using POEMS 2.0, POEMS Mobile 2.0 App, POEMS Mobile 3 App, or POEMS Pro.

*Valid for both local and selected foreign markets. For more information, please refer to our Terms & Conditions. 

Redeem your POEMS Reward Points for various E-Vouchers as follows:

S$5 FairPrice E-Voucher - 300 POEMS Reward Points

S$10 FairPrice E-Voucher - 600 POEMS Reward Points

S$10 Shopee E-Voucher - 500 POEMS Reward Points

Redeem your POEMS Reward points for various E-Vouchers as follows:

S$5 FairPrice E-Voucher: 300 POEMS Reward Points

S$10 FairPrice E-Voucher: 600 POEMS Reward Points

S$10 Shopee E-Voucher: 500 POEMS Reward Points

How to Redeem?

1. Login to POEMS 2.0 Web 
2. Head to ‘Markets & Data Rewards’ tab.
3. Choose the desired e-vouchers under the  “Voucher” section. You can select from:
   • S$5 FairPrice E-Voucher
   • S$10 FairPrice E-Voucher
   • S$10 Shopee E-Voucher
4. Tick the checkbox next to the e-voucher(s) you wish to redeem. Use 300 points for the S$5 FairPrice, 600 points for the S$10 FairPrice, or 500 points for the S$10 Shopee E-Voucher. 
5. Click the “Submit” button to finalise your redemption. 

1. A redemption email will be sent to your email address (registered to your POEMS account) within 10 working days.

2. Click on the E-Voucher URL on the email.

3. Enter your mobile number to receive an OTP.

*Be ensured that Mooments will not send any of their marketing related materials to your mobile number.

4. Enter the eGift card OTP.

5. Once verified, you can click on View Code and use the code on the merchant’s platform – Online / App or in-store, whenever applicable.

Frequently Asked Questions

This could be due to one of two reasons:

1. Each account holder may only redeem one S$5 FairPrice, S$10 FairPrice, S$10 Shopee E-Voucher each month (30 days). You may have reached the maximum redemption limit for the month.
2. You have insufficient POEMS Reward Points for redemption.

. 

The voucher code will be sent to your email address (registered to your POEMS account) within 10 working days (from the date of redemption). If you have yet to receive the voucher after 10 working days, kindly check your junk or spam folder.

IMPORTANT: Please ensure that the email address registered to your POEMS Account is accurate as there will be no re-issuance of voucher or refunds allowed if an incorrect email address is used. 

For the S$10 Shopee E-Voucher, it will be valid for 3 months from the date of redemption email received.

For the S$5/S$10 FairPrice E-Voucher, it will be valid for 6 months from the date of redemption email received.

To enjoy this redemption reward, you must convert your Cash Trading Account to a Cash Management Account here.

Mooments is an online gift card platform that partners with well-known businesses. 

In the event of any eGift card issues or Technical queries, please reach out to the support team at Mooments here: support@mooments.com.

Terms & Conditions

1.  Each Customer holding either a Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing Account may redeem up to S$25 worth of E-Vouchers per 30 day period.
2. Redemption –
   
   1. S$5 worth of FairPrice E-Voucher per month, with 300 POEMS Reward Points, and/ or
   2. S$10 worth of FairPrice E-Voucher per month, with 600 POEMS Reward Points, and/ or
   3. S$10 worth of Shopee E-Voucher per month, with 500 POEMS Reward Points
3. Shopee/FairPrice E-Vouchers are valid for 3/6 months from the date of redemption email sent respectively (thereafter referred to as “Redemption Period”)
4. E-Vouchers are not refundable or exchangeable for cash or to other Account holders.
5. E-Vouchers cannot be replaced if lost, damaged or expired.
6. Each unique code from the E-Vouchers is applicable for single use.
7. E-Vouchers that have not been redeemed by the end of the Redemption Period shall be forfeited automatically and will not be refunded.
8. 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.
9. By redeeming this item, you acknowledge that you have read and consented to these Terms and Conditions.
10. The following Customers are NOT eligible for this promotion unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
    1. Customers who have any existing Cash Accounts with PSPL
    2. All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
11. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
12. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
13. 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.
14. This advertisement has not been reviewed by the Monetary Authority of Singapore. 

1. Shopee E-Voucher –
   • This E-Voucher is valid for redemption only at www.shopee.sg
   • Must be fully utilised when making payment (Any unutilised amount will be forfeited and shall not be refundable)
   • Only one E-Voucher code can be used per transaction
   • E-Voucher code cannot be combined with other coupon codes and promo codes
   • Not applicable on ‘Miscellaneous’ and ‘Tickets & Vouchers’ categories
   • Not applicable on ‘Cash on Delivery’ orders. Valid for payments involving Shopee Guarantee (credit/debit card & bank transfer) only
   • All other Terms and Conditions will be applicable as mentioned in www.shopee.sg
2. Fairprice E-Voucher –
   1. 1. FairPrice Group E-Vouchers are stackable for online purchases made via FairPrice Online and physical FairPrice store outlets.
      2. Not valid for purchase of lottery products.
      3. Not valid for redemption at Unity Pharmacy Changi Airport.
      4. Not valid for redemption at Cheers and FairPrice Xpress outlets.
      5. Non-renewable upon expiry. Expiry date is final.
      6. Not valid for checkout via Scan & Go.
      7. Voucher does not offset service and delivery fees on FairPrice Online orders.

This is provided by Mooments on 15 February 2023. Please refer to “How to Redeem” and “Terms and Conditions” of the gift card in the E-Voucher that you claimed for updated contents.

Lion-OCBC Securities APAC Financials Dividend Plus ETF

1. Login to your POEMS 2.0 account > Acct Mgt > Online Forms > IPO Subscription – Irrevocable Form
2. Select the IPO that you wish to subscribe to
3. Read and agree to the prospectus, terms and conditions before subscribing to the financial product
4. Application closes on 2 May 2024, Thursday at 5pm
5. Ensure sufficient cash is present in your POEMS account to complete the application process (inclusive of subscription amount, transfer fee and GST) by the settlement date on 2 May 2024, Thursday at 5pm

Promotion

Receive up to S$500 Cash Credit to Your POEMS Account when you subscribe to the Lion-OCBC Securities APAC Financials Dividend Plus ETF

• Clients will receive $20 cash credit for every $10,000 subscription into Lion-OCBC Securities APAC Financials Dividend Plus ETF

About the ETF

• The iEdge APAC Financials Dividend Plus Index aims to track the 30 largest and most tradable companies listed in Asia Pacific and is designed to provide access to stable dividend payout attributes and growth in the financial sector
• The index universe includes financial institutions listed in Australia, Hong Kong, Japan, Singapore, Korea, Indonesia, Malaysia and Thailand

For more information about the ETF, please check on the Pitch Book and Brochure below.

Overview: Lion-OCBC Securities APAC Financials Dividend Plus ETF

Check out more information of the ETF via the "Pitch Book" and "Brochure" below.

Why the Financial Sector?

• It continues to prosper through the centuries
• It is an essential capital provider for economies worldwide
• It provides products/services for the growth, storage or transaction of money and assets
• Beyond Banks, there are Investment Management, Insurance, Brokerages & Exchanges

Why APAC Financials?

^,*,# - Please refer to Pitch Book page 23

• Financial services are among the world’s most profitable sectors, generating US$ 12.5 trillion revenue globally in 2022
• 55% of adults in the Asia Pacific are underbanked (aduls without a credit card), which represents the largest proportion across regions
• APAC banks can further grow further by serving the underbanked in developing in Asia

• The APAC financials sector is a diversified mix of developed (e.g. Australia, HK, Japan, SG) and developing markets (e.g. Indonesia, Malaysia, Thailand)
• APAC banks typically pay high dividends, laying the foundation for stable dividend income

• Based on % of 2022 GDP, APAC savings rate is higher than the world average savings rate of 24.7%
• Within Asia Pacific, ASEAN and Singapore are the key drivers behind high savings rates
• Out of the world’s top 30 banks by market cap, 13 are APAC banks

• Capital-light models use less balance sheet but yield higher ROE and net income
• In 2017-23, transactions used 16% of capital but generated 33% of profits#
• Financial institutions are embracing digital transformation (e.g., AI, data analytics) to be capital-light.
• According to the DBS Annual Report 2022, “Digital customers are consistently more valuable with an increasing share of income, sustained higher income per customer, better efficiency and higher returns.”

• The life insurance industry in Asia-Pacific (APAC) was the world’s largest in 2021, with five Asian countries featuring among the top 10 global markets by written premiums
• From 2021-26, China, India, Hong Kong and Singapore are expected to maintain a Compound Annual Growth Rate (CAGR^) of 5% to 10%*. Singapore’s life insurance industry# is expected to exceed S$100.4 billion in 2027
• From 2021-26, emerging markets in APAC such as Indonesia, Thailand and Malaysia are expected to grow at CAGR of 5% to 22%# respectively

• Banks grouped along the Indian Ocean crescent* (stretching from Singapore, India to East Africa) are home to half of the world’s best-performing banks
• In the next decade, more APAC banks are expected to join the top global 100 banks#
• Global wealth is expected to surpass US$500 trillion in 2024#, nearly five times the global GDP. The biggest wealth source is from APAC (~40%)

Webinar Recording

Terms and Conditions

1. The subscription period for Lion-OCBC Securities APAC Financials Dividend Plus ETF (“ETF”) is from 11 April 2024, Thursday at 9am to 2 May 2024, Thursday at 5pm
2. The online subscription will close on 2 May 2024 at 5pm. No new applications, amendments, or withdrawals are allowed after this deadline.
3. Eligible Accounts to subscribe for the ETF must be Cash Plus, Margin (M), Custodian (C), Prepaid Custodian (CC), Cash Management (KC) and Share Financing (V) Accounts.  Cash Trading Accounts (T) are not eligible to participate in this subscription.
4. An additional transfer fee charge of S$10 (subject to GST) per application for Cash Management Accounts will be applicable.
5. Only one application is allowed per Account.
6. Each ETF unit is priced at S$1 and the minimum order quantity is 1,000 units, with an incremental order size of 1,000 units.
7. There are zero commission fees.
8. The total amount payable is denominated in S$. The settlement currency will be in S$.
9. Sufficient funds (including transfer fee and GST) must be present in the Customer’s Account by 2 May 2024 at 5pm
10. Applications will be rejected if the Account does not have or reflect sufficient funds after 2 May 2024 at 5pm.
11. ETF units will be credited to the clients’ CDP or clients’ sub-account with Phillip Securities Pte Ltd by 13 May 2024.
12. Customers will receive the full allotment of the number of ETF units that they subscribe to.
13. Customers can start trading the ETF units when the ETF is listed on SGX on 13 May 2024 at 9am.
14. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete any time of these Terms & Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
15. In the event of a dispute over the client’s eligibility to participate in this Promotion, PSPL’s decision will be final. PSPL shall not be obliged to give any reason on any matter concerning the Promotion and no correspondence or claims will be entertained.
16. By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.

1. Customers will receive S$20 cash credit for every S$10,000 subscription into Lion-OCBC Securities APAC Financials Dividend Plus ETF, and successful subscribers to fulfill 1 month holding period after the listing date.
2. The Campaign period is from 11 April 2024, Thursday at 9am to 2 May 2024, Thursday at 5pm.
3. The Cash Credit is capped at S$500 per POEMS account.
4. The Cash Credit will be credited to your Account in one month after the listing date.
5. 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.
6. 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.
7. By taking part in this promotion, the customer acknowledges that he/she has read and consented to these Terms & Conditions.