Exclusively for INVEST Fair 2023 ZERO* COMMISSION ON US STOCKS

Why Choose POEMS Cash Plus Account?

ZERO Platform Fee

Multi-currency facility

Settle trades with 10 different currencies – SGD, USD, HKD, AUD, MYR, JPY, GBP, EUR, CNY, CAD

ZERO Custody Fee

Complimentary live prices

For US, Thailand, Malaysia, & Indonesia

ZERO Settlement Fee

Financing available in 9 Currencies

SGD, USD, HKD, JPY, AUD, GBP, EUR, CNY & CAD

ZERO Platform Fee

ZERO Custody Fee

ZERO Settlement Fee

Multi-currency facility

Settle trades with 10 different currencies – SGD, USD, HKD, AUD, MYR, JPY, GBP, EUR, CNY, CAD

Complimentary live prices

For US, Thailand, Malaysia, & Indonesia

Financing available in 9 Currencies

SGD, USD, HKD, JPY, AUD, GBP, EUR, CNY & CAD

Learn more about Cash Plus >>

Terms & Conditions

  1. Promotion period:
    1. This promotion is valid from 14 August 2023 to 31 December 2023 (both dates inclusive). 
  2. Qualifying Criteria: 
    • This promotion is only valid and exclusive for those who visited the PhillipCapital booth during INVEST Fair 2023 on 12 August 2023 and/or 13 August 2023. 
    • This promotion is only applicable to new Cash Plus Accounts. 
    • This promotion is only applicable to all Phillip Securities Pte Ltd (“PSPL”) Customers who have not opened a POEMS Account, based on the Client’s unique NRIC/FIN number.
    • Each Customer is entitled to ONE reward per NRIC/FIN number. 
  3. Reward:
    • Zero commission for US Stocks. 
  4. Redemption:
    • Eligible Customers who
      • visit the PhillipCapital booth (A2) during the INVEST Fair 2023 and open a POEMS Cash Plus Account to enjoy the Zero Commission promotion OR
      • wish to open a POEMS Cash Plus Account at any of our Phillip Investor Centres between 14 August 2023 to 19 August 2023. They are required to bring along the namecard of a the PhillipCapital advisory representative / staff with the Phillip Securities stamp.  
  5. The following persons are not eligible to participate in this promotion unless approved by the management of PSPL:
    1. PSPL existing Account holders who did not open Accounts at INVEST Fair 2023.
    2. PSPL Institutional Customers and Corporate Customers. 
    3. PSPL Joint Accounts
    4. PSPL Account holders whose Accounts have been suspended, canceled or terminated.
    5. PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives, including their spouse and direct family members.
  6. 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 Customers 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 Customers.
  7. PSPL and its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion.
  8. By redeeming this item, you acknowledge that you have read and consented to these Terms and Conditions.

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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