Subscribe to Lion Global Investors ETFs via Share Builders Plan and receive Cashback with *T&Cs.

*Please read the full Terms & Conditions for the promotion below:

Cashback Details

The promotion is applicable to the first 200 SBP accounts. Eligible customers will receive S$50 Cashback (credited to their Share Builders Plan (SBP) Ledger) for every S$300 fresh funds invested into selected Lion Global Investors’ ETFs*, with a minimum subscription period of three months via GIRO.

LGI ETFs Information Sheet

FAQ

The SBP Cashback Promotion allows participants to receive S$50 Cashback for every S$300 fresh funds invested per month in any eligible counter for three consecutive months via GIRO. The cashback is capped at S$250 per SBP account.

The maximum Cashback per SBP account is S$250.

You will receive S$50 cashback after successfully completing the three consecutive months of subscription via GIRO.

Yes

MonthInvestment counterMonthly Investment Amount Investment PeriodCashback
July 2025Lion-China Merchants CSI Dividend Index ETFS$900

 

3 consecutive months

 

S$150

August 2025Lion-China Merchants CSI Dividend Index ETFS$900
September 2025Lion-China Merchants CSI Dividend Index ETFS$900

*This example should not be considered as financial advice.

Yes, you are eligible for the cashback which is granted with every S$300 invested into eligible counters within your Share Builders Plan via GIRO. Please refer to the example below

MonthInvestment counterInvestment Amount

Investment

Period

Cash

Back

 

 

July 2025

 

Lion-China Merchants CSI Dividend Index ETFS$100

 

 

 

 

 

 

 

three consecutive months

 

 

 

 

 

 

 

S$50

Lion-OCBC Securities Singapore Low Carbon ETFS$100
Lion-OCBC Securities China Leaders ETFS$100

 

 

August 2025

 

Lion-China Merchants CSI Dividend Index ETFS$100
Lion-OCBC Securities Singapore Low Carbon ETFS$100
Lion-OCBC Securities China Leaders ETFS$100

 

 

September 2025

 

Lion-China Merchants CSI Dividend Index ETFS$100
Lion-OCBC Securities Singapore Low Carbon ETFS$100
Lion-OCBC Securities China Leaders ETFS$100

*This example should not be considered as financial advice.

There are six eligible counters:

  • Lion-Nomura Japan Active ETF (Powered by AI)
  • Lion-OCBC Securities China Leaders ETF
  • Lion-OCBC Securities APAC Financials Dividend Plus ETF
  • Lion-OCBC Securities Singapore Low Carbon ETF
  • Lion-China Merchants CSI Dividend Index ETF
  • Lion-China Merchants Emerging Asia Select Index ETF

To receive the maximum cashback, you must subscribe to any eligible counter with an investment of S$1,500 per month for three consecutive months via GIRO.

You will not be eligible for the promotion. The investment must be continuously maintained for three months via Giro. Any missed or delayed payments will result in disqualification.

No, your investment will not qualify for the promotion. A change in counter will not constitute as a consecutive subscription. 

MonthInvestment counterInvestment Amount S$Cashback
July 2025Lion-Nomura Japan Active ETF (Powered by AI)300

 

S$0

August 2025Lion-OCBC Securities China Leaders ETF300
September 2025Lion-OCBC Securities China Leaders ETF300

Yes, customers may increase or decrease their investment amount. However, please note that reducing your investment during the three-month GIRO subscription period will disqualify you from the promotion (Refer to illustration A below).

The cashback is determined based on your first month’s investment. For example, if you invest S$300 in the first month and increase your investment to S$600 in the second and third months, your cashback will still be S$50. (Refer to illustration B below)

illustration A

Month Investment counter Investment Amount S$ Cashback
July 2025 Lion-Nomura Japan Active ETF (Powered by AI) 600 S$0
August 2025 Lion-Nomura Japan Active ETF (Powered by AI) 300
September 2025 Lion-Nomura Japan Active ETF (Powered by AI) 300

illustration B

Month Investment counter Investment Amount S$ Cashback
July 2025 Lion-Nomura Japan Active ETF (Powered by AI) 300 S$50
August 2025 Lion-Nomura Japan Active ETF (Powered by AI) 600
September 2025 Lion-Nomura Japan Active ETF (Powered by AI) 600
MonthInvestment counterInvestment Amount S$
July 2025Lion-China Merchants CSI Dividend Index ETF300
August 2025Lion-China Merchants CSI Dividend Index ETF300
September 2025Lion-China Merchants CSI Dividend Index ETF300

The Cashback will be credited to your SBP account ledger approximately 30 working days from the end of your 3 consecutive months subscription via GIRO.

No, both SBP and eGIRO application must be completed within the promotion period to qualify.

Yes, GIRO is the only method eligible for the promotion.

No, your funds will not be considered.

No, reapplying after termination during the promotion period will not qualify you for the promotion.

No, change of investment instructions between any eligible Lion Global Investors’ ETF to another eligible counter will not be considered as fresh funds, and will not qualify for the cashback.

How to Participate

To qualify for the Cash Back, simply complete these steps:

  1. Sign up for the Share Builders Plan (SBP)
    How do I sign up for the Share Builders Plan?If you have yet to open a POEMS Account, open one here.If you are an existing POEMS Account holder, simply follow these instructions:Online Application Submission

    1. POEMS Mobile 3 App:
      1. Log in to your POEMS Account
      2. Navigate to Trade > RSP > Share Builders Plan > Apply
    2.  
    3. POEMS Website:
      1. Subscribe via this link


    Step 2: Set Up GIRO for Recurring Investments
    Apply e-GIRO:

    1. POEMS Mobile 3 App:
      1. Log in to your POEMS Account
      2. Tap on the “Me” tab > eGIRO > Select SBP (Account no.) > Choose Bank > Apply
    2. POEMS Website:
      1. Log in to your POEMS Account
      2. Go to Acc Mgmt > Online Forms > Account Application > eGIRO > Select SBP (Account no.) > ChooseBank > Apply

  2. Invest a minimum of S$300* per month in any of the eligible ETFs for three consecutive months via GIRO to qualify for the S$50 Cashback*
    Eligibility Criteria

    1. Existing SBP Customers:
      • Customers who have already subscribed to any of the Lion Global Investors’ eligible counters, will only qualify for the Cashback when investing an additional S$300 or more in fresh funds* for three consecutive months via GIRO into these counters.
      • Customers who have not subscribed to any Lion Global Investors’ eligible counters, will qualify for the Cashback after subscribing to any of the eligible counters and investing at least S$300 per month for three consecutive months via GIRO.

      *Funds deposited as a result of change of investment instructions between the Lion Global Investors’ selected counters will not be considered as fresh funds and thus, not be eligible for the promotion.
      Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

    2. New SBP Customers:
      • Customers who are new to SBP, will qualify for the cashback after subscribing and investing at least S$300 per month into any of the Lion Global Investors’ eligible counters, for three consecutive months via GIRO.

SBP Counters Eligible for the promotion:

S/N Counter Name Counter Name on Website
1 Lion-Nomura Japan Active ETF (Powered by AI) A LION-NOMURA JAPAN S$
2 Lion-OCBC Securities China Leaders ETF LION-OSPL CN LDR
3 Lion-OCBC Securities APAC Financials Dividend Plus ETF LION-OSPL APAC FinS$
4 Lion-OCBC Securities Singapore Low Carbon ETF LION-OSPL LOW CARBON S$
5 Lion-China Merchants CSI Dividend Index ETF Lion-CM CSI Div S$
6 Lion-China Merchants Emerging Asia Select Index ETF Lion-CM EM Asia S$

* Counters not listed above will not be eligible for the promotion

  • Eligible Customers must invest a minimum of S$300 fresh funds per month for three consecutive months via GIRO into any of the eligible counters listed in the table above.
  • The investment transaction must be made before the 18th of each month (or the next business day if the 18th falls on a non-business day) during the promotion period.
  • There is a cashback cap of S$250 per account.
  • The cashback will be processed approximately 30 working days after completion of the consecutive three-month subscription period via GIRO.

Example 1:

Month Investment counter Monthly Investment Amount Investment Period Cash Back
July 2025 Lion-China Merchants CSI Dividend Index ETF S$300 Three consecutive months S$50
August 2025 Lion-China Merchants CSI Dividend Index ETF S$300
September 2025 Lion-China Merchants CSI Dividend Index ETF S$300

*This example should not be considered as financial advice.

Example 2:

Month Investment counter Monthly Investment Amount Investment
 Period		 Cash
Back

 

 

July 2025

 

 Lion-China Merchants CSI Dividend Index ETF S$100 Three consecutive months S$50
Lion-OCBC Securities Singapore Low Carbon ETF S$100
Lion-OCBC Securities China Leaders ETF S$100
August 2025 Lion-China Merchants CSI Dividend Index ETF S$100
Lion-OCBC Securities Singapore Low Carbon ETF S$100
Lion-OCBC Securities China Leaders ETF S$100
September 2025 Lion-China Merchants CSI Dividend Index ETF S$100
Lion-OCBC Securities Singapore Low Carbon ETF S$100
Lion-OCBC Securities China Leaders ETF S$100

*This example should not be considered as financial advice.

Example 3:

Month Investment counter Monthly Investment Amount Investment Period Cash Back
July 2025 Lion-China Merchants CSI Dividend Index ETF S$2500 Three consecutive months S$250
August 2025 Lion-China Merchants CSI Dividend Index ETF S$2500
September 2025 Lion-China Merchants CSI Dividend Index ETF S$2500

*This example should not be considered as financial advice.

Example 4:

Month Investment counter Monthly Investment Amount Investment
 Period		 Cash
Back

 

 

July 2025

 

 Lion-China Merchants CSI Dividend Index ETF S$1000 Three consecutive months S$250
Lion-OCBC Securities Singapore Low Carbon ETF S$1000
Lion-OCBC Securities China Leaders ETF S$1000
August 2025 Lion-China Merchants CSI Dividend Index ETF S$1000
Lion-OCBC Securities Singapore Low Carbon ETF S$1000
Lion-OCBC Securities China Leaders ETF S$1000
September 2025 Lion-China Merchants CSI Dividend Index ETF S$1000
Lion-OCBC Securities Singapore Low Carbon ETF S$1000
Lion-OCBC Securities China Leaders ETF S$1000

* This example should not be considered as financial advice.

  • Please refer to examples 1,2,3 and 4 on the indicative cashback amount.
Period of Promotion T&Cs

Investment

 Period

 Cash Back Eligible Counters
01 July 2025
–
30 September 2025		 New to SBP
S$300 Subscription into any of the Lion Global Investors’ eligible counters; for three consecutive months via GIRO.		 Existing SBP Customers
S$300 of fresh funds* into the Lion Global Investors’ eligible counters
; for three consecutive
months via GIRO.		 Three consecutive months subscription

Get S$50 cashback for every S$300 monthly subscription into any of the eligible counters during the promotion period.

Eligible customer is allowed a maximum cashback of S$250 for each SBP account during the promotion period.

 1) Lion-Nomura Japan Active ETF (Powered by AI)
2) Lion-OCBC Securities China Leaders ETF
3) Lion-OCBC Securities APAC Financials Dividend Plus ETF
4) Lion-OCBC Securities Singapore Low Carbon ETF
5) Lion-China Merchants CSI Dividend Index ETF
6) Lion-China Merchants Emerging Asia Select Index ETF

*Funds invested as a result of change of investment instructions between the Lion Global Investors’ selected counters will not be considered as fresh funds and hence not eligible for the promotion.

Fresh Fund: Refer to the newly deposited investment amount into the SBP account during the promotion period.

You’re all set to participate in this Promotion!

View full Terms and Conditions

Disclaimers:

  1. All the examples of investment counter and amount should not be considered as financial advice.
  2. This promotion is intended for general information only and does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the units in any fund and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in this promotion are not necessarily indicative of future or likely performance of any fund. You should read the prospectus of the respective ETFs (which is available on websites of the issuers) and understand their structure and associated risks before deciding to invest. Any opinion or view herein is made on a general basis and is subject to change without notice. You may wish to obtain advice from a financial adviser before making a commitment to purchase any investment products mentioned herein. In the event that you choose not to obtain advice from a financial adviser, you should consider whether the investment product is suitable for you. SBP is a Regular Savings Plan and is not a deposit and not principal protected nor a capital guaranteed plan.
  3. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the shares and the income from them may fall as well as rise. Past performance is not necessarily indicative of future performance. Investments in Regular Savings Plan are designed to produce returns over the medium to long term and are not suitable for short-term speculation.
  4. Any opinion or view herein is made on a general basis and is subject to change without notice.
  5. You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement.
  6. The information is correct as at the date of print and the company reserves the right to revise the charges.
  7. This advertisement has not been reviewed by the Monetary Authority of Singapore.

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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