Promotions

Terms & Conditions

1.    Promotion Period

•  This promotion is valid from 1 September 2024 to 25 December 2024, both dates inclusive.

2.    Eligible Contract for Differences (CFDs) Products on POEMS

• Equity CFDs [include Direct Market Access CFDs (DMA)]
• Index CFDs
• Commodities CFDs
• Forex CFDs

3.    Qualifying Criteria

• This promotion is applicable for all Phillip Securities Pte Ltd (“PSPL”) Customers who have not opened a POEMS CFD account, based on their unique NRIC/FIN number.
• Customers will have to download the POEMS Mobile 3 App and do a one-time login with their account number.
• Redeem the reward coupon on our POEMS Mobile 3 App in order for the reward to be credited. Issuance of the reward coupon is addressed under point 5.
• Accounts closed before the crediting date will not be eligible.

4.     Rewards Mechanics

• Eligible Clients will receive Rewards based on the “Requirement” as shown in the table below:

	Requirement		Reward
Tier 1	Open POEMS CFD account		Palantir Technologies Inc share CFD (NYSE:PLTR)
Tier 2		Trade S$1,500,000 in CFD  Contract Value	Taiwan Semiconductor Mfg. Co. Ltd. share CFD (NYSE: TSM)
Tier 3*		Trade S$4,500,000 in CFD Contract Value	Microsoft Corp share CFD (NASDAQ: MSFT)

*There is no limit for Tier 1 and 2 but Tier 3 reward will be limited to the first 500 customers who fulfill the conditions.

• Customers can meet the contract value amount requirement for the promotion by executing both new and liquidation trades.
• Customers can trade the Eligible Contract for Differences (CFDs) Products on POEMS to meet the contract value requirement.
• Contract value is based on SGD equivalent in foreign currencies.
• Customers are entitled to only one of the tier rewards, and is based on the total accumulated traded contract value in any one of their CFD Accounts with PSPL at the end of the promotion period.

 5.  Crediting terms will be as follows: 

• Customers who have met the Requirement will receive an email notification to prompt Customers to redeem their coupon. Customers can then redeem the coupon from POEMS Mobile 3 App > ‘Rewards’ from 14 January 2025.
• Customers are required to redeem the Reward by 28 January 2025 for it to be eligible. Failure to do so, will result in forfeiture of the reward.
• Customers will have their Reward credited on 31 January 2025 after redeeming it on POEMS Mobile 3 App. They will be notified at their registered POEMS email address through cfd_marketing@phillip.com.sg once the Reward has been credited.

6.   PSPL may, without notice and at any time, reserves the right to change the free shares CFD to a similar CFD valued at US$30* (1st Tier), US$169* (2nd Tier) or US$400 (3rd Tier). Prices of the free shares CFD are subject to price fluctuations. Prizes won are given out on an “as it is” basis, and are not transferable, or exchangeable or redeemable for cash. To the extent not prohibited by law, all warranties and representations in connection with the prizes are expressly excluded.

7. Liquidating of the free share CFD reward is subjected to commissions and other charges.

8.   The following customers are NOT eligible to participate in this promotion unless approved by the management of PSPL: All employees of PSPL / Phillip Nova Pte. Ltd. (“PNPL”), and their associated entities (e.g. trading representatives, financial advisor representatives); PSPL and all its subsidiaries (direct or indirect); and their immediate families (e.g. spouse and children).

9.    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 Reward.

10.    In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.

11.    Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add 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.

12.    This advertisement has not been reviewed by the Monetary Authority of Singapore.

13.    By taking part in this promotion, the participant acknowledges that he / she has read and consented to these Terms & Conditions.

Terms & Conditions

1. This promotion is only eligible for new CFD accounts opened from 1 January 2024 to 31 December 2024, both dates inclusive
2. Customers will receive a daily emails with market information and stock picks.
3. Customers who choose not to receive the emails can unsubscribe from the email service. However, customers can still login in to Trading Central platform and access Trading Central technical analysis on stocks/indices/commodities/bonds/forex
4. This material is prepared for informational purposes only. Opinions or recommendations contained in this publication have been made on a general basis and is intended for general circulation. In the preparation of this publication, no consideration has been given to any particular individual or specific investment objectives, financial situations or other circumstances or needs of any particular person. As such, this publication should not be relied upon as authoritative without further being subject to the recipient’s own independent verification and exercise of judgment. The fact that this publication has been made available constitutes neither a recommendation to enter into a particular transaction nor a representation that any product described in this material is suitable or appropriate for the recipient. Recipients should be aware that many of the products which may be described in this publication involve significant risks and may not be suitable for all investors, and that any decision to enter into transactions involving such products should not be made unless all such risks are understood and an independent determination has been made that such transactions would be appropriate. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or a complete discussion of such risks. Nothing in this report shall be construed to be an offer or solicitation for the purchase or sale of a financial instrument. Any decision to purchase financial instrument mentioned in this research should take into account existing public information. Advice should be sought from your financial adviser.

Commissions fees spent in a month

Rewards customer will receive

S$500 – S$999.99

S$15 CFD Trading Credits

S$1,000 – S$1,499.99

S$25 CFD Trading Credits

S$1,500 – S$1,999.99

S$35 CFD Trading Credits

S$2,000 & Above

S$60 CFD Trading Credits

*Special commission for Singapore, United States and Malaysia CFDs

1. This promotion is valid from 1 January 2024 to 31 December 2024, both dates inclusive.
2. All CFD customers who spend S$2,000 and above in commission fees in any of the months for this quarter will automatically receive Special Commission Rates for the next quarter.
3. Customers who qualify for rewards stated above for the month will have the CFD trading credits credited to their POEMS account by the end of the following month.
4. Each customer is entitled to ONE reward tier only. If customers have multiple CFD accounts that qualify for this reward programme, only ONE CFD account that qualifies for the highest tier will be taken into consideration.
5. Customers eligible for Special Commission Rates for CFD trades for each quarter will receive a letter of notification stating their special commission fees to be paid on Singapore CFD, Singapore Direct Market Access (DMA) CFD, United States CFD and Malaysia CFD. Trading Representatives of these customers will also be notified.
6. Eligible customers will not be entitled to any other CFD promotions that are running concurrently with this Promotion.
7. Any eligible CFD Trades done for this promotion are not entitled to receive the POEMS rewards points.
8. All employees and agents of Phillip Securities Pte Ltd (PSPL) and its associated entities and subsidiaries (direct or indirect) are not eligible to participate in this Promotion.
9. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any time of these Terms & Conditions without prior notification (including eligibility and 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.
10. By taking part in this promotion, the participant acknowledges that he / she has read and consented to these Terms & Conditions.

Eligible Client (You)

• You will receive S$150 CFD Trading Credits for every successful referral!*
• You can refer up to 5 friends.

Referred Client

• Your Referred Friend(s) will receive S$150 CFD Trading Credits

 

*The referral is deemed to be successful (“Successful Referral”) when the new Phillip CFD client (“Referred Client”) referred by the Eligible Client acknowledge to participate in the programme and thereafter meet the following requirements (“Requirements”) :

1. Successfully opens a new CFD account
2. Make a one-time initial deposit of an amount equal to or greater than S$5000 into your CFD account within from the date of account opening and not withdraw any amounts from the account within 2 months from the date of initial deposit
3. Trade 5 different SG Equity CFD counters  (“Eligible Trades”)  within 2 months from the date of account opening

Please follow the steps below to refer your friend(s) to us:

1. Download our Referral Form (PDF) here
2. Print out, review and sign on the provided forms.
3. Scan and email the form to us at cfd@phillip.com.sg
4. We will contact your friend(s) to explain the “Programme”, CFD product, risks of CFD transactions and get his/her acknowledgement in the terms and conditions of the programme before participating.
5. Once your friend’s account is opened successfully and fulfils the “Requirement”, you and your friend(s) will receive the Trading Credits.

Terms & Conditions

1. This Referral Programme (“Programme”) is open to existing Phillip CFD clients referring new to Phillip CFD clients. The Programme will be valid from 1 April 2024 to 31 December 2024, both dates inclusive (“Promotion Period”).
2. The referral is deemed to be successful (“Successful Referral”) when the new Phillip CFD client (“Referred Client”) referred by the Eligible Client meet the following requirements (“Requirements”):
   1. Successfully opens a new CFD account
   2. Make a one-time initial deposit of an amount equal to or greater than S$5000 into your CFD account within 5 business days from the date of account opening and not withdraw any amounts from the account within 2 months from the date of initial deposit
   3.  Trade 5 different SG Equity CFD counters  (“Eligible Trades”)  within 2 months from the date of account opening
3. “Eligible Trades” refer to a buy/sell SG equity CFD trade only. The 5 trades have to be performed on different counters within two months of account opening. Rollover trades are not included. All T&Cs pertaining to Account Application shall apply.
4. Each Eligible Client can only refer up to 5 friends.
5. Referred Client will not be entitled to any other Phillip CFD promotions that are running concurrently with this Programme.
6. Referred Client will be contacted by Phillip CFD via phone to explain the Programme, CFD product and risks of CFD trading. Referred friend has to acknowledge the terms and conditions of CFD trading and the programme and agree before proceeding to fulfil the “Requirements”. Following acknowledgment, an email will be sent to the Referred Client with further instructions.
7. In the event that a Referred Client cannot be contacted to acknowledge point (6), an email acknowledgement from the Referred Client is required
8. If a Referred Client is referred by more than one Eligible Client, the Eligible Client from whom Phillip CFD receives the Referral Form first will be considered under the Programme.
9. Trading credits of SGD150 will be credited to the Phillip CFD accounts of the Eligible Client and Referred Client by the end of the month in which the Successful Referral occurs. These CFD Trading Credits are non-transferable.
10. The Referred Client consents to having his or her name and status of successful signing up under the Programme disclosed to the Eligible Client.
11. Phillip Securities Pte Ltd (PSPL) reserves the right to recover the Trading Credits awarded, if Eligible Client or Referred Clients withdraws the trading credit or terminates his/her account with PSPL within 3 months of crediting. In the event there is a margin deficit due to deduction of trading credits, debit interest charge will be applicable. Refer to CFD Information Sheet for debit interest charge.
12. All employees and agents of PSPL and its associated entities and subsidiaries (direct or indirect) are not eligible to participate in this Promotion.
13. In the event of a dispute over the client’s eligibility to participate in this promotion, PSPL’s decision will be final.
14. By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.
15. This advertisement has not been reviewed by the Monetary Authority of Singapore.