Securities Financing

Up to 71% financing available for over

  • 2000 stocks/ETFs across 11 international markets
  • 100 bonds

Financing available in up to 9 currencies

Margin Finder

Note:

  • Grade S = 80% Financing in Share Financing Account (V)
  • Grade A = 71% Financing, Grade B = 50% Financing
  • Warrants will be non-marginable 6 months to their expiry.

Greater Investment Power

The multiplier table below illustrates how much you can leverage to purchase shares, ETFs and bonds based on different types of collateral

Step 2
Step 1
Collateral Type
(Cash, Shares, ETFs, Bonds)
71% Financing
PURCHASE
50% Financing
PURCHASE
No Financing
PURCHASE
CASH
(S$10,000)
S$35,000 S$20,000 S$10,000
71% Financing
(S$10,000)
S$25,000 S$14,280 S$7,140
50% Financing
(S$10,000)
S$17,500 S$10,000 S$5,000

Example 1:

Client deposits S$10,000 cash and wishes to purchase "71% Financing" shares

  1. Go vertically down the table, stop at cash (Step 1)
  2. Go horizontally across the table, stop at "71% Financing" Purchase (Step 2)
  3. Client can purchase up to S$35,000 worth of "71% Financing" shares with S$10,000 cash deposit

Example 2:

Client deposits S$10,000 cash and S$10,000 "71% Financing" shares to purchase "50% Financing" shares

  1. Go vertically down the table, stop at cash (Step 1) and go horizontally across the table, stop at "50% Financing" Purchase (Step 2)
  2. Go vertically down the table, stop at "71% Financing" (Step 1) and go horizontally across the table, stop at "50% Financing" Purchase (Step 2)
  3. Client can purchases S$34,280 worth of "71% fFinancing" shares.

You can use your "71% Financing" or "50% Financing" shares as collateral to purchase "No Financing" shares

Key Information

New Infosheet (Effective from 28 January 2022)
Infosheet
Phillip Investment Account – Margin
Financing Quantum As low as 28.57% owner’s equity (71.43% financing)
Margin Call Period 3 Market Days
Collateral Deposit Before trading
Financing Rates
  • SGD
  • USD
  • HKD
  • JPY
  • AUD
  • GBP
  • EUR
  • CAD
  • CNY
  • Markets Available 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, 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.
  • AUD : 0.05% p.a.
  • Excess Funds Facility
    Earn on your idle funds.
    1 Year Rolling Return: SGD p.a.* | USD p.a.*
    Return (1 month) Annualised: SGD p.a.# | USD p.a.#

    Rates updated as of
    *Based on 1-year rolling return, NAV/NAV prices.
    #Based on the average rate of annualised returns over the last rolling one month.
    Past performance is not necessarily indicative of future performance. View disclaimer

    Yes
    Securities Lending(SBL)
    Custodise your shares and earn up to 4% p.a.
    Yes

    FAQ

    To view FAQs on trading settlements on Margin Account (M) , click here

    To read the general Risk Disclosure Statement, click here.


    To find out more, chat with us using our Live Chat function.

    Alternatively, you may call us at 6531 1555 or email us at financing@phillip.com.sg

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