Shares Builders Plan Promo (Young Investor Programme)

  1. The Promotion Period is from 4 Oct 2025 (0000hrs) to 31 Dec 2025 (2359hrs), both dates inclusive.
  2. The first 100 Customers who sign up for Share Builders Plan (SBP) or Junior Share Builder Plan (JSBP) and invest in the eligible Hong Kong Singapore Depository Receipts (HK SDR) counters during the Promotion Period will receive a S$50 cash reward.
  3. Eligible Customers aged 18 to 30 years old will receive an additional S$50 cash reward (total S$100).
  4. Eligible Customers will receive the cash reward, subject to the following conditions:
    • The Customer’s SBP or JSBP account must be opened and successfully linked to eGIRO.
    • A minimum monthly investment of S$100 must be made for at least 6 consecutive months.
    • Any failed GIRO deduction, or any suspension or termination of the SBP or JSBP account during the 6-month qualifying period will result in Customer being disqualified.
  1. The qualifying period begins from the date of the first successful monthly investment.
  2. The S$50 or S$100 cash reward will be credited to the Customer’s SBP or JSBP account within 30 business days after completing the 6-month qualifying period.
  3. Customers will receive an email confirming their eligibility within 7 business days of account opening.
  4. Each customer is limited to one reward under this promotion.
  5. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
    • Customers who engage the services of a representative from an external provider (B2B).
    • Corporate Accounts and Institutional Accounts.
    • All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
  1. 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.
  2. 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.
  3. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  4. This advertisement has not been reviewed by the Monetary Authority of Singapore.

FAQs

This promotion is open to the first 100 Customers who sign up for Share Builders Plan (SBP) or Junior Share Builder Plan (JSBP) and invest in the eligible Hong Kong Singapore Depository Receipts (HK SDR) counters.

You’ll need a POEMS account to open an SBP account. 

  • If you don’t have a POEMS account yet, open a POEMS account HERE 
  • If you already have a POEMS account, follow the steps below to open an SBP account and apply for eGIRO:

Via POEMS Mobile 3 App

  1. Login > Trade Tab > Regular Savings Plan (RSP) > Share Builders Plan > Tap Begin
  2. Select counter(s) > Tap “Add Counter” > Set monthly investment amount
  3. Review > Click on “Continue” to submit

After submitting, you’ll be prompted to apply for eGIRO, click on “Apply GIRO”.

If you accidentally close the tab, go to Me > Form > eGIRO > Apply GIRO.

Via POEMS 2 Web

  1. Login > Acct Mgmt > Regular Savings Plan (RSP) > Share Builders Plan (SBP)
  2. Click “here” to apply for SBP

      3. Select your counter(s) and set your Buy Amount

       4. Review and submit

After submitting, you’ll be prompted to apply eGIRO, click on “Apply GIRO”.

If you accidentally close the tab, go to Stocks > Online Form > Account Application > GIRO > Apply GIRO.

To be eligible, your account must be successfully linked to eGIRO; this marks the start of your 6-month qualifying period. 

Setting up eGIRO ensures your monthly investment is automatically funded, so you never miss a contribution.

Act fast! Open your SBP account, set up eGIRO, and start investing to be among the first 100 eligible customers to receive the S$50 reward!

No, each customer is eligible for only one reward under this promotion.

To participate in this promotion, you must invest in the HK SDR counter.

Considering adding other counters beyond HK SDR counters? View the full list here. 

Eligible customers will receive the cash reward in their SBP account within 30 business days after completing the 6-month qualifying period.

You can view the reward in your SBP monthly statement.

Contact us to Open an Account

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IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com