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!

Send your personalised referral link to your friend!

Find how does it work?

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

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

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 within 14 days of Account Opening.


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 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$3,000 to the Account within within 14 days of Account Opening

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), they can redeem Fund & Trade Reward 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.

You can refer up to 10 friends.

Referees can redeem the Zero Commission Reward on the POEMS Mobile 3 App under “Rewards” from the following 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 and Share Financing Accounts 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 talktophillip@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 1 December 2023 to 9 January 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 (see clause 12).

     

  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 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.

       

  2. Please note that the credits are non-transferable and non-withdrawable.

 Rewards for Referee

  1. Referees will receive:
    1. Account Opening Rewards at poems.com.sg/welcome-gifts
    2. Fund & Trade Rewards at poems.com.sg/welcome-gift
  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 1 December 2023 to 9 January 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 in to Excess Funds Management (SMART Park) and fulfills these terms and conditions (see clause 12).

     

  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

    12. 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.

    13. Please note that the credits are non-transferable and non-withdrawable.

Rewards for Referee

  1. 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 FREE Palantir Technologies Inc Share (NYSE: PLTR)
    • 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 FREE Palantir Technologies Inc Share (NYSE: PLTR) and One FREE Alphabet Inc Class A Share (NASDAQ: GOOGL) 

    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 90 days. They may be utilised for BUY trades but cannot be withdrawn or transferred out of the Account during this period.

  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.b)

    •  based on the date that you fulfill the requirements and  
    • You must submit the following forms within 30 days from Account opening:
      • W8 BEN form
      • Risk Warning Statement (RWS) form 
    • Customers are required to claim the Tier 1 and Tier 2 Free Shares Reward within 30 days of  becoming eligible.

 16. Days refer to calendar days. 

Contact us to Open an Account

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