Be our influencer with POEMS!

Receive S$68

cash credit!

Be our influencer with POEMS!

Receive S$68

cash credit!

Start Inviting Your Friends & Family!

Refer your family and friends, and receive cash credit up to

S$680*

* Refer to 10 New Account Holders

Refer your family and friends, and receive cash credit up to 

S$680*

*Refer to 10 new Account holders

Rewards for your family & friends

Account Opening Rewards

How to redeem >>

Fund & Trade Rewards

Make Deposit, and Buy Stocks/ ETFs/ Unit Trusts to Get Free Shares!

Tier 1

Deposit S$3,000 + 3 BUY Trades

  • Makes an initial deposit of at least S$3,000 within 14 days of Account opening
  • Execute at least 3 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening

Tier 2

Deposit S$10,000 + 5 BUY Trades

  • Makes an initial deposit of at least S$10,000 within 14 days of Account opening
  • Execute at least 5 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening 

Rewards for your family & friends

Account Opening Rewards

Fund & Trade Rewards

Make Deposit, and Buy Stocks /ETFs /Unit Trusts to Get Free Shares!

Tier 1

Deposit S$3,000 + 3 BUY Trades

  • Makes an initial deposit of at least S$3,000 within 14 days of Account opening
  • Execute at least 3 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening

Tier 2

Deposit S$10,000 + 5 BUY Trades

  • Makes an initial deposit of at least S$10,000 within 14 days of Account opening
  • Execute at least 5 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening

How it works

You (Referrer)


Existing POEMS Account Holder

  1. Share your referral link.
  2. Your friend uses your referral link to open an Account.  Your friend must be NEW to Phillip Securities.
  3. Your friend funds at least S$3000 to the Account within 14 days of Account Opening with a holding period of 30 days.

Your Friends (Referee)


New to Phillip Securities

  1. Opens an Account with your unique link and opt-in to Excess Funds Management (SMART Park).  They can redeem Account Opening Reward.
  2. Upon funding at least S$3,000 to the Account within 14 days of Account Opening (without withdrawing the funds for 30 days) and make at least 3 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening, they can redeem Fund and Trade Rewards above.

Referees, who open a Cash Plus Account, can redeem 0 US commission.

You (Referrer)

Existing POEMS Account Holder

  1. Share your referral link
  2. Your friend uses your referral link to open an Account
        *Your friend must be NEW to Phillip Securities
  3. Your friend funds at least S$3000 to the Account within 14 days of Account Opening with a holding period of 30 days.

Your Friends (Referee)

New to Phillip Securities

  1. Opens an Account with your unique link and opt-in to Excess Funds Management (SMART Park).  They can redeem Account Opening Reward above.
  2. Upon funding at least S$3,000 to the Account within 14 days of Account Opening (without withdrawing the funds for 30 days) and
    make at least 3 BUY Trades of Stocks/ ETFs/ Unit Trusts within 90 days of Account opening, they can redeem Fund and Trade Rewards above.

Referees, who open a Cash Plus Account, can 0 US stocks!

How to redeem >>

Start Inviting Your Friends & Family!

Send your personalised referral link to your friend!

Find how does it work?

Frequently Asked Questions

You will receive S$68 cash credit when the following has been verified:

(a) Your friend is new to Phillip Securities, has successfully opened a Cash Plus Account or Cash Management Account, and has opted in to Excess Funds Management (SMART Park)

(b) Your friend has funded at least S$3,000 into their Account within 14 days of Account opening. 

(c) Your friend does not withdraw the funds for 30 days

All existing POEMS Account Holders with any of the following accounts can be referrers: 

  1. Cash Plus Account
  2. Margin Account
  3. Cash Management Account
  4. Prepaid Account
  5. Custodian Account 
  6. Share Financing Account

As a referee, you must not have or have had any accounts with Phillip Securities Pte Ltd.

You can refer up to 10 referees.

Referees can redeem the Zero Commission Reward on the POEMS Mobile 3 App > ‘Me’ Tab > ‘Rewards’ from the next working day following their Account opening.

The S$68 cash credit will be credited into the Referrer’s POEMS Account once it has been verified that the Referee has not withdrawn the fund for 30 days. This process may take up to 40 days following the funding date.

No, the referee only needs to open an Account using the unique referral link you provide

We regret that in such cases, it will not be considered as a successful referral.

No. Cash Trading Account holders are not eligible for this promotion. You may consider opening an eligible Account type or converting your Cash Trading account to a Cash Management Account.

Login to POEMS 2.0 Website > “Acct Mgmt” > “Stocks” > “Online Forms”. Please note that any existing GIRO facility with a Cash Trading Account has to be terminated before we can process the conversion to a Cash Management Account.

Please contact your dealer or Trading Representative. Alternatively, you can reach our Customer Service Hotline at 6531 1555 or send an email to referral@phillip.com.sg.

Terms & Conditions

  1. Referral Programme (“Programme”) 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 10 January 2024 to 29 February 2024, 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 Accounts (“Qualified Accounts”)
  3. A referral will only be considered successful when the Referee opens a Cash Plus Account using a unique referral link generated by Referrer, opts in to Excess Funds Management (SMART Park) and fulfills these terms and conditions. 
  4. If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral.
  5. Referrers will only receive S$68 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts (regardless of Account type).
  6. Only the first 10 referred Accounts (regardless of Account type) will be considered as successful referrals.
  7. Referee consents to the disclosure of his or her name and referral status to the Referrer.
  8. Rewards for Referrer
    1. The Referrer will be entitled to a S$68 Cash Credit when his/her Referee
      1. Successfully opens a Cash Plus Account, opts in to Excess Funds Management (SMART Park) and deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date.
      2. Does not withdraw this minimum amount for a period of at least 30 days
      3. Please note that the credits are non-transferable and non-withdrawable.
  9. Rewards for Referee
  10. The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
    1. Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
    2. Referees who have closed any Accounts with PSPL
    3. Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
    4. All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).  
  11. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  12. 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.
  13. 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.
  14. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  15. This advertisement has not been reviewed by the Monetary Authority of Singapore.
    1.  
  1. Referral Programme (“Programme”) 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 10 January 2024 to 29 February 2024, 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. A referral will only be considered successful when the Referee opens a Cash Plus Account using a unique referral link generated by Referrer, opts into Excess Funds Management (SMART Park) and fulfills the terms and conditions. 
  4. If the Referee uses referral link(s) to open multiple Accounts, only the first successfully opened and funded Account will be considered as successful referral
  5. Referrers will only receive S$68 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts that fulfill clause 12 (regardless of Account type)
  6. Only the first 10 referred Accounts (regardless of Account type) will be considered as successful referrals
  7. Referee consents to the disclosure of his or her name and referral status to the Referrer
  8. The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
    1. Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
    2. Referees who have closed any Accounts with PSPL.
    3. Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
    4. All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children). 
  9. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  10. 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
  11. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.

Rewards for Referrer

  1. The Referrer will be entitled to a S$68 Cash Credit when his/her Referee:
    1. Successfully opens a Cash Management Account, opts in to Excess Funds Management (SMART Park) and deposits at least S$3,000 into the Account within 14 calendar days from the Account opening date.
    2. Does not withdraw this minimum amount for a period of at least 30 days.
  1. Please note that the credits are non-transferable and non-withdrawable.

Rewards for Referee

    14. Referees will receive 

    14.1. Account Opening Rewards: 

  • 0% Sales Charge on Unit Trust 
  • Free Live Prices for SGX and US Asian Hours 
  • Free Live Prices for US (NASDAQ, NYSE, AMEX), Malaysia (BURSA), Thailand (SET), and US Options for non-professionals
  • Free SGX Enhanced Market Depth Access until 30 November 2024.  For more information, please refer to poems.com.sg/sgx-enhanced-market-depth.

    14.2.Fund & Trade Rewards:

  • Fund in with at least S$3,000 within 14 days from Account opening and execute at least 3 BUY Trades within 90 days from Account opening to receive:
    • Two FREE JD.Com INC Shares (NASDAQ: JD)
  • Fund in with at least S$10,000 within 14 days from Account opening and execute at least five BUY Trades within 90 days from Account opening to receive:
    • Two FREE JD.Com INC Shares (NASDAQ: JD)
    • Two FREE Alibaba Group Holding Ltd – ADR Shares (NYSE: BABA)

    14.3. BUY Trades refer to Stocks, ETFs, and Unit Trusts.

    14.4. The deposited funds must remain in the Account for a minimum of 30 days. They may be utilised for BUY trades but cannot be withdrawn or transferred out of the Account during this period.

    14.5. We reserve the right to change the free shares to fractional shares valued at S$76* (1st tier) or S$280* (2nd tier). Prices of the free shares are subjected to price fluctuations

  1. Activation and Crediting of Rewards: 

    15.1. Account Opening Rewards: 

  • 0% Sales Charge on Unit Trust will be granted upon Account opening. 
  • Free Live Prices for SGX and US Asian Hours will be granted upon Account opening.  
  • Free Live Prices for US (NASDAQ, NYSE, AMEX), Malaysia (BURSA), Thailand (SET), and US Options for non-professionals. 

          To activate the Free Live Prices feature: Login to POEMS 2.0 web > ‘Market Data & Rewards’ > ‘New Subscriptions’ > tick the boxes for the Live Prices > complete the subscriber agreement and submit > click ‘Submit New’ > Enter your password for confirmation OR visit here

  • Free subscription for SGX Enhanced Market Depth Access would be granted automatically

   15.2. Tier 1 & Tier 2 Free Shares Reward: 

The Tier 1 and 2 Free Shares Reward will be credited within 10 working days after redeeming from POEMS Mobile 3 App > ‘Rewards’, once the eligible Customers have fulfilled the requirements (as detailed in 2. 

  • based on the date that you fulfill the requirements and  
  • You must submit the following forms within 30 days from Account opening:
  • Customers are required to claim the Tier 1 and Tier 2 Free Shares Reward within 30 days of  becoming eligible.
  1. Days refer to calendar days.
  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. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the prize; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
  5. 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