Securities Financing

Up to 70% financing available for over

  • 2000 stocks/ETFs across 11 international markets
  • 100 bonds
  • 200 unit trusts

Contra capability

Financing available in up to 9 currencies

Margin Finder

Note:

  • Grade S = 80% financing in Share Financing Account (V) or 70% financing in Phillip Investment Account – Margin (M).
  • Grade A = 70% financing, Grade B = 50% financing

Greater Investment Power

The multiplier table below illustrates how much you can leverage to purchase shares, ETFs, bond and unit trusts based on different types of collateral

Step 2
Step 1
Collateral Type
(Cash, Shares, ETFs, Bonds, Unit Trusts)		 GRADE A
PURCHASE		 GRADE B
PURCHASE		 GRADE C
PURCHASE
CASH
($10,000)		 $35,000 $20,000 $10,000
GRADE A
($10,000)		 $25,000 $14,280 $7,140
GRADE B
($10,000)		 $17,500 $10,000 $5,000

Example 1:

Client deposits $10,000 cash and wishes to purchase Grade A Shares

  1. Go vertically down the table, stop at cash (Step 1)
  2. Go horizontally across the table, stop at Grade A Purchase (Step 2)
  3. Client can purchase up to $35,000 worth of Grade A with $10,000 cash deposit

Example 2:

Client deposits $10,000 cash and $10,000 Grade A Shares

  1. Go vertically down the table, stop at cash (Step 1) and go horizontally across the table, stop at Grade B Purchase (Step 2)
  2. Go vertically down the table, stop at Grade A (Step 1) and go horizontally across the table, stop at Grade B Purchase (Step 2)
  3. Client can purchases $34,280 worth of Grade B.

No financing is provided for Grade C shares, you can use your Grade A or Grade B shares as collateral to purchase Grade C shares

Key Information

Infosheet
Phillip Investment Account – Margin
Financing Quantum As low as 30% owner’s equity
(70% financing)
Margin Call Period 3 Market Days
Collateral Deposit Before trading
Financing Rates
  • SGD
  • USD
  • HKD
  • JPY
  • AUD
  • GBP
  • EUR
  • CAD
  • CNY
    		•
    Markets Available SG, US, CN, HK, MY, CAN, GER, JP, UK, AU, TH
    Multi-Currency Facility

    (All contracts will be settled
    in traded currency unless
    client stated otherwise, no
    auto conversion)    		 SGD, USD, HKD, JPY, MYR, AUD, GBP, CAD, EUR & CNY
    Credit Interest

    (For Credit Balance > 50K)
  • SGD : 0.10% p.a.
  • USD : 0.15% p.a.
  • HKD : 0.10% p.a.
  • AUD : 0.05% p.a.
    		•
    Excess Funds Facility
    Earn 1.0347% SGD p.a./ 1.4814% USD p.a. on your idle funds
    (Rates updated as of 8 Oct 2018, based on 1-year rolling return, NAV/NAV prices. Past performance is not necessarily indicative of future performance. View disclaimer )     		Yes
    Securities Lending(SBL)
    Custodise your shares and earn up to 4% p.a.    		 Yes

    Enjoy the following waivers:

    View fees for SGX and International Markets

    Get rewarded when trading with us

    For Frequently Asked Questions for Phillip Investment Account – Margin, click here

    For Trading Settlements on Phillip Investment Account – Margin, click here

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    To read the general Risk Disclosure Statement, click here.

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    Contact Us For An Appointment

    Call us at 6531 1555 (Monday to Friday, 9.00am to 6.00pm) or email us at financing@phillip.com.sg to arrange for an appointment.

    Alternatively, you may want to contact your Trading Representative or visit an Investor Centre near you.