Can’t wait to jio your friends? Here’s how!

Send your personalised referral link to your friend!

Find out how it works

 

Invite your friends and family to trade with us

 

When your friends & family open Account with us

Receive S$88 Cash Credit

 

Referral scheme for different Account Type your friend opens

First Deposit Amount, SGD
(By your friend)
Referee Rewards
(What your friend enjoys)
Referrer Reward
(What you will get)
S$3,000 – 29,999 2,000 POEMS Reward Points (worth S$40 Grab Voucher) +
Free Unlimited US trades for 1 month
S$88 Cash Credit per successful referral (up to 10 referrals per person)
> S$30,000 2,000 POEMS Reward Points (worth S$40 Grab Voucher) +
Free Unlimited US trades for 2 months

Trading Reward
Your friend will get additional 1000 POEMS Reward Points (worth S$20 Grab Voucher) when he/she places 5 trades within 30 days of Account Opening.

Comparison of Cash Plus & Cash Management Account

How does it work

You (Referrer)
Existing POEMS Account Holder*
  1. Share your unique referral link
  2. Your friend uses your unique referral link to open a Cash Plus Account
    *Referee must be new to Phillip Securities
  3. Your friend funds at least S$3,000 to the Cash Plus Account within 7 days
  4. Once we have verified that your friend did not withdraw the fund for least 30 days, S$88 cash credit will be credited to your POEMS Account
Your Friend (Referee)
Customer New to Phillip Securities
  1. Opens a Cash Plus Account with your unique link
  2. Upon funding at least S$3000 to the Cash Plus Account within 7 days of Account Opening, they can enjoy the Funding Rewards
  3. Upon completing 5 Online Trades within 30 days, Referees will receive Trading Reward of 1,000 POEMS Reward Points

    An email on when you can start trading US shares for free will be sent within 5 working days!

First Deposit Amount, SGD
(By your friend)
Referee Rewards
(What your friend enjoys)
Referrer Reward
(What you will get)
S$3,000 and above 2,000 POEMS Reward Points
(worth S$40 Grab Voucher)
S$88 Cash Credit per successful referral (up to 10 referrals per person)

Trading Reward
Your friend will get additional 1000 POEMS Reward Points (worth S$20 Grab Voucher when he/she places 5 trades within 30 days of Account Opening.

Comparison of Cash Plus & Cash Management Account

How does it work

You (Referrer)
Existing POEMS Account Holder*
  1. Share your unique referral link
  2. Your friend uses your unique referral link to open a Cash Management Account
    *Referee must be new to Phillip Securities
  3. Your friend funds at least S$3,000 to the Cash Management Account within 7 days
  4. Once we have verified that your friend did not withdraw the fund for least 30 days, S$88 cash credit will be credited to your POEMS Account
Your Friend (Referee)
Customer New to Phillip Securities
  1. Opens a Cash Management Account with your unique link
  2. Upon funding at least S$3000 to the Cash Management Account within 7 days of Account Opening, they can enjoy the Funding Rewards
  3. Upon completing 5 Online Trades within 30 days, Referees will receive Trading Reward of 1,000 POEMS Reward Points

What can you redeem with POEMS Reward Points?

HKEX Live Price and
Market Depth

Worth S$45
1000 points needed

GrabFood Voucher

For S$10 voucher,
500 points needed,

For S$15 voucher,
750 points needed

Account Maintenance Fee Waiver

Worth S$16.05
400 points needed

Monthly SGX Market Depth Access

Worth S$21.40
750 points needed

and more

Find out how to redeem POEMS Reward Points

 

Frequently Asked Questions

The referrer will receive S$88 cash credit when the following has been verified
(a) referee who is new to Phillip Securities has successfully opened a Cash Plus Account or Cash Management Account
(b) referee has funded at least S$3000 to the account within 7 days of Account opening
(c) referee did not withdraw the fund for at least 30 days
Once your account has been successfully opened, you will receive an email notification immediately. However, some of you may receive it later as further verification may be needed. Please contact 6531 1555 if you have any enquiry on account opening.
“Referrer” refers to POEMS Account holders with any of the following Accounts: Cash Plus Account, Margin Account, Cash Management Account, Prepaid Account, Custodian Account and Share Financing Account.
The referee must not have any type of existing account with Phillip Securities.
One referrer can refer up to 10 referees.
Referees can redeem free trades after receiving the confirmation email from POEMS team (about 3 to 8 business days after the referee deposits into the account). The free trades will be available up to 1 month or 2 months after receiving the confirmation email, if referee deposits at least S$3,000 or S$30,000 respectively.
S$88 cash credit will be credited to Referrer’s POEMS Account once we have verified that the Referee did not withdraw the funds for at least 30 days. (May take up to 40 days after the funding date)
Yes, you can still get the Trading Rewards of 1000 POEMS Reward Points provided you have placed 5 trades within 1 month of account opening. However, you will not be able to enjoy the free trades as the requirement for the Funding Reward was not met.
The referral status can be tracked via our email notification to the referrer’s and referee’s email address registered with us.
Referral can generate personalised referral link from www.poems.com.sg/referral-program
No, referee does not need to enter any referral code, they just have to use the referral link to open an account.
In such a situation, we will not consider it as a successful referral.
We do not have any restrictions on the sharing of your referral link.
Please contact your dealer or Trading Representative. Alternatively, please our Customer Service Hotline at 6531 1555 or drop an email to talktophillip@phillip.com.sg

 

Terms and Conditions

Terms & Conditions

  1. Referral Program (“Program”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (PSPL) to open a Cash Plus Account (“Referee”), from 20 September 2021 to 31 December 2021, both dates inclusive.
  2. Within this context, Referrers refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing (“Qualified Accounts”).
  3. Referral will only be considered successful when the Referee opens a Cash Plus Account using unique referral link generated by Referrer and fulfils this terms and conditions (see point 11).
  4. If the Referee uses multiple referral links to open multiple Accounts, only the first Account opened will be considered as successful referral.
  5. Only the first 10 referred accounts will be considered as successful referrals.
  6. Referee consents to disclose his or her name and referral status to the Referrer.
  7. The following Customers are NOT eligible for this Program unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
    1. Referee who has any type of existing Accounts with PSPL, including joint and corporate Accounts.
    2. Referee who has closed any Accounts with PSPL
    3. Referrers and Referees who have enjoyed / will enjoy similar program or promotion, including PhillipCFD’s Refer A Friend.
    4. All employees of Phillip entities (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
  8. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  9. 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 decision on all matters relating to the promotion are final and binding on all participants.
  10. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.

Rewards for Referrer

  1. Referrer will be entitled for S$88 Cash Credit when his/her Referee
    1. Successfully opens a Cash Plus Account and deposits at least S$3,000 to the Account within 7 calendar days from the Account opening date
    2. Does not withdraw this minimum amount for a period of at least 30 days.
  2. Referrers will receive S$88 Cash Credit in Qualified Accounts once PSPL has verified that referee did not withdraw the funds for at least 30 days. Credits are non-transferable and non-withdrawable.

Rewards for Referee

  1. Referees will receive:
    1. Funding Reward
      1. 1 month Unlimited Free US Trades and 2000 POEMS Reward Points when he/she funds at least S$3,000 to the Account within 7 calendar days from Account opening, or
      2. 2 months Unlimited Free US Trades and 2000 POEMS Reward Points when he/she funds at least S$30,000 to the Account within 7 calendar days from Account opening.
    2. Trading Reward
      1. Referee will receive 1000 POEMS Reward Points when he/she successfully executes 5 trades online within 30 calendar days from Account opening date.
  2. Free US Trades refers to the offset of brokerage commission by PSPL for trades executed for US listed shares, excluding miscellaneous charges, exchange fees, GST and any applicable charges. The US Trades have to be executed through POEMS online platforms to enjoy free brokerage.

Terms & Conditions

  1. Referral Program (“Program”) is valid for existing POEMS Account holders (“Referrer”) who refer Customer(s) new to Phillip Securities Pte Ltd (PSPL) to open a Cash Management Account (“Referee”), from 20 September 2021 to 31 December 2021, both dates inclusive.
  2. Within this context, Referrers refer to Customers with any of the following Accounts: Cash Plus, Cash Management, Margin, Prepaid, Custodian or Share Financing (“Qualified Accounts”).  
  3. Referral will only be considered successful when the Referee opens a Cash Management Account using unique referral link generated by Referrer and fulfils this terms and conditions (see point 11).
  4. If the Referee uses multiple referral links to open multiple Accounts, only the first Account opened will be considered as successful referral. 
  5. Only the first 10 referred accounts will be considered as successful referrals.  
  6. Referee consents to disclose his or her name and referral status to the Referrer. 
  7. The following Customers are NOT eligible for this Program unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):   
    1. Referee who has any type of existing Accounts with PSPL, including joint and corporate Accounts.  
    2. Referee who has closed any Accounts with PSPL
    3. Referrers and Referees who have enjoyed / will enjoy similar program or promotion, including PhillipCFD’s Refer A Friend.  
    4. All employees of Phillip entities (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).  
  8. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final. 
  9. 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 decision on all matters relating to the promotion are final and binding on all participants.  
  10. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions. 

Rewards for Referrer

  1. Referrer will be entitled for S$88 Cash Credit when his/her Referee
    1. Successfully opens a Cash Management Account and deposits at least S$3,000 to the Account within 7 calendar days from the Account opening date
    2. Does not withdraw this minimum amount for a period of at least 30 days.
  2. Referrers will receive S$88 Cash Credit in Qualified Accounts once PSPL has verified that referee did not withdraw the funds for at least 30 days. Credits are non-transferable and non-withdrawable.

Rewards for Referee

  1. Referees will receive:
    1. Funding Reward
      Referees will receive 2000 POEMS Reward Points when he/she funds at least S$3,000 to the Account within 7 calendar days from Account opening, or
    2. Trading Reward
      Referee will receive 1000 POEMS Reward Points when he/she successfully executes 5 trades online within 30 calendar days from Account opening date.