Frequently Asked Questions
Share Builders Plan (SBP)
SBP Forms
All the forms below can be submitted as soft copies to rsp@phillip.com.sg.
Other faq that might help you
- Information Sheet
- What is Share Builders Plan (SBP)?
- What is dollar-cost-averaging method of investment?
- How do I apply for Share Builders Plan (SBP)?
- Can I apply for SBP through POEMS online?
- Who is eligible to apply for SBP?
- Does SBP allow joint application?
- Can I e-Sign the physical GIRO Form or submit a softcopy instead?
- What supporting documents should I prepare for application for Junior Share Builders Plan?
- What is the minimum amount that I have to invest?
- Can I choose the shares that I want to invest in?
- What are the counters available?
- How do I indicate the share counters that I want to invest in?
- What is preferred counter?
- Can I submit the GIRO application to the bank for approval first, and then submit the SBP application afterwards?
- Can I submit the SBP application form without submitting the GIRO application at the same time?
- How would I know how many shares I have?
- Can I amend the investment instruction?
- Can I temporarily suspend the SBP?
- How can I re-activate my SBP after it is suspended?
- What will happen if my SBP is suspended?
- If I want to terminate my account, what will happen to my SBP shareholdings?
- How do I pay for my investment?
- Can I use CPF or SRS for SBP?
- Who are the participating banks for this Inter-bank GIRO facility?
- How long does it take for my Interbank GIRO Account to be linked with my SBP?
- What if I do not have enough funds in my bank account?
- Can I change my Interbank GIRO Account for my SBP?
- Can I top-up cash or request a deduction from my Poems Trading account for investment instructions?
- When and how are the purchases executed?
- How are the shares allocated to me?
- How is the SBP handling fee deducted?
- Will my monthly/quarterly GIRO be invested fully?
- How are the excess funds in my SBP Account being handled?
- Can I put the excess funds from the SBP into the Money Market Fund (MMF)?
- How do I sell my shares?
- How can I get the proceeds from selling the shares?
- How do I use the self-tag function for the sell SBP option after completing the order?
- How can I check if SBP liquidation has been successful?
- Can I transfer my SBP shareholdings to my own CDP Account?
- What are the charges involved?
- How will my handling fees be calculated?
- How do I withdraw idle cash out from my SBP cash ledger balance?
- Will I be entitled to the dividend payment?
- What about bonus issue and capital distribution?
- Will I receive entitlements to a rights issue?
- Am I able to subscribe for the rights issues allocated to me?
- Am I able to opt for Scrip Dividends under Scrip Dividends Scheme (SDS)?
- What are the payment methods for subscribing to a rights issue?
- What if the share counter that I am buying is suspended / halted on the execution day?
- Does a minor holding US citizenship qualify to apply for the Junior Share Builders Plan?
- Who can I contact for more detailed information with regards to SBP?
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