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SRS Webinars

Products Offered for SRS Investment:

Contributions to SRS accounts only earn 0.05% when kept in bank. Investing is an effective way to put your money to work and potentially build wealth. Why not invest to plan well for your retirement?

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Variety of shares to choose from SGX
Smaller range, but more diversified as compared to shares
For yield
Wider range of products as compared to ETF
Low capital to start with online assessment to access your risk preferences and match to suitable portfolio
Financial advisory consultant will go through personal financial review
Professionally managed customised portfolio
advised by
You (online)
Financial advisor
Portfolio managers
Financial advisory consultant
Portfolio managers
Depends on price of shares and quantity
Depends on price of ETF and quantity
Depends on price of bond and quantity
From S$1000
Depends on minimum sum of insurance
From S$300
Depends on underlying investments

Frequently Asked Questions

  1. Open a CPF Investment Account or SRS account with any of the three local banks (DBS, UOB, OCBC).
  2. Link your CPFIS/SRS Account to your trading account via POEMS 2.0 or POEMS 3:
    • Log in to POEMS 2.0 > My Settings > My Account > Bank A/C information
    • Log in to POEMS 3 > Me Tab > Bank A/C Information
  3. Before investing, check and ensure that you have computed the investable amount / have sufficient holdings before making the order submission.
  4. Please link your CPF or SRS account before 6pm for it to be updated within the same working day.
Select the "CPF" or “SRS” payment option in the Trade ticket. Please note that only securities listed on the SGX market are eligible for CPF/SRS investments and the settlement currency must be in SGD.

For CPF, you may refer to the SGX website for the list of CPF Approved Stocks.

For SRS, please refer to your SRS Operator for more details.

Contra is not supported by the banks. The bank may affirm your BUY position for a settlement if you have sufficient investable amount but the SELL position will be revoked to cash settlement and is subjected to buy-in by SGX unless you have sufficient holdings in your account to satisfy your delivery obligations.

Bank matrix for buy & sell on the same day with no holdings.

Trade side DBS OCBC UOB
Buy Remains as CPF/SRS trade Revoke to cash Remains as CPF/SRS trade
Sell Revoke to cash Revoke to cash Revoke to cash
Please ensure that you have sufficient funds in your CPFIS/SRS account before order submissions.
Please ensure that you have sufficient holdings in your CPF/SRS account before order submissions.
Please select "CPF" option under "Payment type” in the Trade ticket.
Please select "CPF"/” SRS” option under "Payment type” in the Trade ticket.
The circumstances can include any of the following:
  • CPF/SRS bank details is not linked to your trading account
  • You have exceeded the investment limit
  • You have insufficient funds/holdings in CPF/SRS Account
  • Buying and selling within the same day
  • Your CPF/SRS bank account is closed
  • Settlement currency in not in SGD
CPF/SRS trades can only be settled in SGD. If the settlement currency is not in SGD, the trades will be revoked to CASH trades.

Contracts that are partially or fully revoked will be on cash settlement. If you do not have sufficient cash or shares to meet your payment or delivery obligations, the affected contract will be forced-liquidated or be subjected to buying-in accordingly.

Your CPF/SRS bank makes the decision to partially/fully revoke CPF/SRS trades based on investment limit/holding etc. For further enquiries, we advise you to check with your operating bank.

No, as this is subjected to the bank’s decision which is final and not debatable. For further enquiries, we will advise you to check with your operating bank.

For payments using 2 different settlement modes (e.g. Cash, CPF or SRS), there will be 2 contracts created and each contract is subjected to standard brokerage fees and charges.

There will be a non-refundable handling charge of S$50 (subject to GST) per request. Your request is subject to approval.

Contact us to Open an Account

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