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Be Our Influencer with POEMS!
Receive S$68
Cash Credit!
Be Our Influencer with POEMS!
Receive S$68
Cash Credit!
Refer Your Family & Friends, and Receive Cash Credit up to
S$680*
* Refer to 10 New Account Holders
Refer Your Family & 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
- Share your referral link.
- Your friend uses your referral link to open an Account. Your friend must be NEW to Phillip Securities.
- 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
- Opens an Account with your unique link and opt-in to Excess Funds Management (SMART Park). They can redeem Account Opening Reward.
- 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
- Share your referral link
- Your friend uses your referral link to open an Account
*Your friend must be NEW to Phillip Securities - 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
- Opens an Account with your unique link and opt-in to Excess Funds Management (SMART Park). They can redeem Account Opening Reward above.
- 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!
Start Inviting Your Friends & Family!
Send your personalised referral link to your friend!
Share your referral link
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:
- Cash Plus Account
- Margin Account
- Cash Management Account
- Prepaid Account
- Custodian Account
- 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 will receive a notification email on the activation of the Zero US Commission for 90 days reward within 5 working days 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
- 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 1 March 2024 to 30 June 2024, both dates inclusive.
- 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”).
- 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 fulfils these terms and conditions.
- 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.
- Referrers will only receive S$68 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts (regardless of Account type).
- Only the first 10 referred Accounts (regardless of Account type) will be considered as successful referrals.
- Referee consents to the disclosure of his or her name and referral status to the Referrer.
- Rewards for Referrer
- The Referrer will be entitled to a S$68 Cash Credit when his/her Referee
- 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.
- Does not withdraw this minimum amount for a period of at least 30 days
- Please note that the credits are non-transferable and non-withdrawable.
- The Referrer will be entitled to a S$68 Cash Credit when his/her Referee
- Rewards for Referee
- Referees will receive:
- Account Opening Rewards at poems.com.sg/welcome-gifts
- Fund & Trade Rewards at poems.com.sg/welcome-gift
- Referees will receive:
- The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
- Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
- Referees who have closed any Accounts with PSPL
- Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
- All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- 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.
- 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.
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.
- 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 1 March 2024 to 30 June 2024, both dates inclusive.
- 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”)
- A referral will only be considered successful when the Referee opens a Cash Management Account using a unique referral link generated by Referrer, opts into Excess Funds Management (SMART Park) and fulfils the terms and conditions.
- 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
- Referrers will only receive S$68 Cash Credit ONCE for each unique Referee, even if the Referee opens multiple Accounts that fulfil clause 12 (regardless of Account type)
- Only the first 10 referred Accounts (regardless of Account type) will be considered as successful referrals
- Referee consents to the disclosure of his or her name and referral status to the Referrer
- The following Customers are NOT eligible for this Programme unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
- Referees who have any type of existing Accounts with PSPL, including joint and corporate Accounts.
- Referees who have closed any Accounts with PSPL.
- Referrers and Referees who have already benefited from or will benefit from similar programmes or promotions, including PhillipCFD’s Refer A Friend.
- All employees of PhillipCapital’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- 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
- By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.
Rewards for Referrer
- The Referrer will be entitled to a S$68 Cash Credit when his/her Referee:
- 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.
- Does not withdraw this minimum amount for a period of at least 30 days.
- Please note that the credits are non-transferable and non-withdrawable.
Rewards for Referee
- 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:
- One Bank of America Share (NYSE: BAC)
- 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:
- One Bank of America Share (NYSE: BAC)
- One Alphabet Inc Share (NASDAQ: GOOG)
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.
- Customers must ensure that their Net Cumulative fund amount does not fall under S$3,000/S$10,000 to be eligible for the Fund & Trade rewards based on the tier respectively.
- Net Cumulative fund refers to accumulated fund amount calculated from the day the Customers make and maintain their initial deposit for 30 days Capital gains and losses are excluded.
- The calculation of Net Cumulative funds is done daily. All withdrawals made during the holding period will reduce the Customers’ daily Net Cumulative fund.
- Once the daily Net Cumulative fund falls below S$3,000, the Customers will no longer be eligible to receive any rewards.
14.5. We reserve the right to change the free shares to fractional shares valued at S$46* (1st tier) or S$237* (2nd tier). Prices of the free shares are subjected to price fluctuations
14.6. BUY or SELL Trades of the same counter listed on SGX, HKEx, and Bursa respectively, placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account, are considered as one trade. This is due to the fact that we only charge one commission for such trade orders. Please refer to https://www.poems.com.sg/faq/trading/general/what-is-amalgamate/ for more information and the available markets.
BUY or SELL of the same Unit Trust, placed on the same trading day on POEMS Trading Platforms using the same payment mode (cash, SRS, or CPF) with the same Account, are considered as one trade. Same trading day refers to orders placed from T-1 after 3:01pm to T day at 3pm.
- 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 fulfil 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. Failure to do so, will result in the forfeiture of the reward.
16. Days refer to calendar days.
17. 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.
18. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
19. 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.
20. This advertisement has not been reviewed by the Monetary Authority of Singapore.