Securities Financing

Maximise market opportunities with Phillip Investment Margin and Share Financing Accounts

  • Over 2,000 shares across 11 global markets
  • Up to 5 times financing with collateral
  • Contra capability
  • Financing up to 9 currencies

Phillip Share Financing Account

Phillip Share Financing Account offers investors increased flexibility in their investments by allowing them to trade before depositing collaterals. We also provide up to 5 times financing based on the cash and/or shares pledged with us.

Collateral Type Max. S Shares Purchase Max. A Shares Purchase Max. B Shares Purchase Max. C Shares Purchase
Cash ($10,000) $50,000 $33,333 $20,000 $10,000
S Shares ($10,000) $40,000 $26,664 $16,000 $8,000
A Shares ($10,000) $35,000 $23,333 $14,000 $7,000
B Shares ($10,000) $25,000 $16,666 $10,000 $5,000
C Shares ($10,000) N.A. N.A. N.A. N.A.
The above table is for illustration purposes only.

Phillip Investment Margin Account

Phillip Investment Margin Account offers investors the ability to trade and settle at lower capital requirements on over 2000 shares across 11 global markets. By pledging their cash and/or shares, investors can now obtain financing up to 3.5 times.

Collateral Type Max. A Shares Purchase Max. B Shares Purchase Max. C Shares Purchase
Cash ($10,000) $35,000 $20,000 $10,000
A Shares ($10,000) $25,000 $14,280 $7,140
B Shares ($10,000) $17,500 $10,000 $5,000
C Shares ($10,000) N.A. N.A. N.A.

The above table is for illustration purposes only.

Grade S, A, B and C represent financing quantum. To access the full list of marginables securities, log on to POEMS 2.0 > Announcement > List of Marginable Stocks

Key Features

Phillip Share Financing Phillip Investment Margin
Financing Quantum As low as 20% owner's equity
(80% financing)		 As low as 30% owner's equity
(70% financing)
Margin Call Period 5 Market Days 3 Market Days
Collateral Deposit Buy first and top up by Due + 1 Before trading
Financing Rates^
  • SGD : 7% p.a.
  • USD : 6% p.a.
  • HKD : 7% p.a.
  • GBP : 4.5% p.a.
  • CNY : 8.25% p.a.
    		•
  • SGD : 6% p.a.
  • USD : 7% p.a.
  • HKD : 7% p.a.
  • JPY : 4.2% p.a.
  • AUD : 8.75% p.a.
  • GBP : 4.5% p.a.
  • EUR : 7% p.a.
  • CAD : 7% p.a.
  • CNY : 8.25% p.a.
    		•
    Markets Available SG, US, CN, HK, MY, CAN, GER, JP, UK, AU, TH 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, GBP & CNY 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.
    		•
  • SGD : 0.10% p.a.
  • USD : 0.15% p.a.
  • HKD : 0.10% p.a.
  • AUD : 1.50% p.a.
    		•
    Money Market Fund ("MMF")
    *Read more about MMF Facility    		 No Yes

    ^Rates are subject to change from time to time without prior notice

    Info Sheet

    For a more detailed explanation on Phillip Investment Margin account which is offered by Phillip Securities Pte Ltd, click here

    For a more detailed explanation on Phillip Share Financing account which is offered by Phillip Financial Pte Ltd, click here

    Learn More

    For Frequently Asked Questions for Phillip Investment Margin account, click here.

    For Frequently Asked Questions for Phillip Share Financing account, click here.

    For Trading Settlements on Phillip Investment Margin account, click here.

    For Trading Settlements on Phillip Share Financing account, click here.

    For more enquiries, call us at 6531 1560 or email us at financing@phillip.com.sg.