Promotions

Terms & Conditions

1) The Promotion will be held from 3 July 2023 to 29 September 2023, both dates inclusive. (‘Promotion Period’)

2) This Promotion is open to all Phillip Securities Pte Ltd (“PSPL”) clients.

3) This promotion is valid for the following CFD products: (‘Eligible Products’)

a) All FX CFDs

4) Promotion Mechanics:

a) Eligible Clients will qualify for S$20 CFD Cash Credits by trading a total of 8 contracts (buy/sell) on Eligible Products within a single calendar month and an additional S$100 CFD Cash Credits if they trade another 28 contracts (buy/sell) on Eligible Products within the same calendar month (‘Reward’).

b) The number of contracts traded on Eligible Products will reset at the start of each calendar month. Eligible Clients can qualify for the Reward again if they meet the requirement each calendar month during the Promotion Period.

c) Each Eligible Client is entitled to a maximum of S$120 CFD Cash Credit Reward per calendar month per NRIC/FIN number.

d) Clients can trade on either their POEMS CFD account or POEMS CFD MT5 account. If a client has multiple Eligible Accounts that qualify for this Promotion, only the CFD account or POEMS CFD MT5 account with the highest accumulated traded contracts during the promotion period will be considered. Should the client trades an equal number of trades in multiple accounts, we will credit the account that meet the requirement first.

e) Contracts traded on Eligible Products across multiple CFD accounts cannot be combined.

f) Number of Clients who qualify for the promotion is capped at 1888 (unqiue) pax.

 5)    CFD Cash Credits will be credited to the account qualify for the promotion by the 18th of the following calendar month.

 6)    For CFD joint account holders, only the main account holder will be notified.

 7)  The following Customers are NOT eligible to participate in this promotion unless approved by the management of PSPL:

a) 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).

11)  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.

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

13)  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.

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

15) CFDs may not be suitable for customers whose risk tolerance is low. Customers are advised to understand the nature and risks involved in margin trading. Any CFD offered is not approved or endorsed by the issuer or originator of the underlying security and the issuer or originator is not privy to the CFD contract. Phillip Securities Pte Ltd reserves the right to amend the published information without prior notice. You are advised to read carefully and understand the Risk Disclosure Statement before undertaking transactions in CFDs. As CFD is a Specified Investment Product (SIP), retail customers are subject to the relevant assessment for trading/investing in SIPs. 

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

Terms & Conditions

1. This promotion is valid from 20 June 2023 to 29 September 2023 (“Promotion Period”), both dates inclusive, for the following Contracts for Difference (CFD) products (“Eligible CFD & DMA-CFD Products”):
   1. Airports of Thailand (AOT) SDR
   2. CP All (CPALL) SDR
   3. PPT Exploration & Production (PTTEP) SDR
2. There will be Zero Commissions for all Eligible CFD Products during the Promotion Period.
3. Standard Finance Charges and prevailing exchange rates apply. Learn more here: https://www.phillipcfd.com/pricing/
4. This promotion is applicable to the following (“Eligible Accounts”):
   1. All Phillip Securities Pte Ltd (“PSPL”) with a CFD account on POEMS.
5. The following Customers are NOT eligible to participate in this promotion unless approved by the management of PSPL:
   1. All employees of PSPL / Phillip Nova Pte Ltd (“PNPL”) and its associated entities (e.g. trading representatives, financial adviser representatives); PSPL and all its subsidiaries (direct or indirect); and their immediate families (e.g. spouse and children).
6. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
7. 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.
8. This advertisement has not been reviewed by the Monetary Authority of Singapore.
9. CFDs may not be suitable for customer whose risk tolerance is low. Customers are advised to understand the nature and risks involved in margin trading. Any CFD offered is not approved or endorsed by the issuer or originator of the underlying security and the issuer or originator is not privy to the CFD contract. Phillip Securities Pte Ltd reserves the right to amend the published information without prior notice. You are advised to read carefully and understand the Risk Disclosure Statement before undertaking transactions in CFDs. As CFD is a Specified Investment Product (SIP), retail customers are subject to the relevant assessment for trading/investing in SIPs. This advertisement has not been reviewed by the Monetary Authority of Singapore.
10. 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 valid from 3 January 2023 to 31 December 2023 (“Promotion Period”), both dates inclusive, for the following Contracts for Differences (CFDs) products (“Eligible CFD Products”):
   1. Equities CFD for 100 Hong Kong Counters[1]
2. Minimum commission for the 100 participating Hong Kong counters will be HK$50. Prevailing commission rates will still apply.
3. In the event if the underlying CFD counter is issuing a cash dividend, a cash adjustment will be made to your CFD account with reference to the dividend attributable to the underlying CFD counter.
4. In the event if the underlying CFD counter is going through any corporate action (Stock Split, Stock Consolidation, Rights Issue etc.), appropriate adjustment if any will be made to the contract value of relevant CFD and/or related contract quantity. The quantity will be rounded down to the nearest contract.
5. This promotion is applicable to the following (“Eligible Accounts”):
   1. All Phillip Securities Pte Ltd (“PSPL”) Customers with a CFD account
6. Standard Commission Rates, Finance Charges and prevailing exchange rates apply.
7. The following Customers are NOT eligible to participate in this promotion unless approved by the management of PSPL:
   1. All employees of PSPL / Phillip Futures Pte Ltd (“PFPL”) and its associated entities (e.g. trading representatives, financial adviser representatives); PSPL and all its subsidiaries (direct or indirect); and their immediate families (e.g. spouse and children).
8. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
9. 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.
10. This advertisement has not been reviewed by the Monetary Authority of Singapore.
11. By taking part in this promotion, the participant acknowledges that he / she has read and consented to these Terms & Conditions.

[1] Please refer to the list of 100 HK counters.

Terms & Conditions

1. This promotion is only eligible for new CFD accounts opened from 3 Jan 2023 to 31 March 2023, 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 July 2023 to 30 September 2023, 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 when the new Phillip CFD account is opened and the Referred Friend performs at least three successful Equity CFDs or DMA transactions within two 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 and risks of CFD transactions.
5. Once your friend’s account is opened successfully and fulfills the criteria, you and your friend(s) will receive the Trading Credits

Terms & Conditions

1. This Referral Programme (“Programme”) is open to existing Phillip CFD clients (individually “Eligible Client” and collectively “Eligible Clients”). The Programme will be valid from 3 Jan 2023 to 31 Dec 2023, 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 successfully opens a new CFD account and performs at least 3 Equity CFD or DMA trades (“Trades”) within 2 months from the date of account opening.
3. Each Eligible Client can only refer up to 5 friends.
4. Referred Client will not be entitled to any other Phillip CFD promotions that are running concurrently with this Programme.
5. Referred Client will not be eligible for this Programme if he/she has an existing ^activated  CFD account.
6. Referred Client will be contacted by Phillip CFD via phone to explain the Promotion, CFD product and risks of CFD trading. Referred friend has to acknowledge the terms and conditions of CFD trading and agree to participate in this promotion. Following acknowledgment, an email will be sent to the Referred Client with further instructions.
7. “Trades” refer to a buy/sell equity CFD or DMA trade only. The 3 trades to be performed within two months do not include amalgamated or rollover trades. All T&Cs pertaining to Account Application shall apply.
8. The date of referral, determined as the date that Phillip CFD receives the Eligible Client’s completed referral form, must not be later than the date of account opening of the Referred Client.
9. Existing/Previous Phillip CFD clients who have closed their CFD account within the last 12 months will not qualify as a Referred Client for the Programme.
10. 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.
11. Eligible Client and Referred Client will be rewarded with SGD150 Trading Credits credited into their Phillip CFD account by end of the month for each Successful Referral under the Programme. CFD Trading Credits are nontransferable and non-refundable.
12. The Referred Client consents to having his or her name and status of successful signing up under the Programme disclosed to the Eligible Client.
13. Phillip Securities Pte Ltd (PSPL) reserves the right to deduct the Trading Credits 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 deficit due to deduction of trading credit, there will be a penalty debit interest charged. Refer to CFD Information Sheet for debit charge.
14. In the event that Referred Client cannot be contacted to acknowledge point (6), an email will be sent to the Referred Client which Phillip CFD requires a reply acknowledgment within one month to be considered under the Programme.
15. Any eligible CFD Trades done for this promotion are not entitled to receive the POEMS rewards points.
16. All employees and agents of PSPL and its associated entities and subsidiaries (direct or indirect) are not eligible to participate in this Promotion.
17. In the event of a dispute over the client’s eligibility to participate in this promotion, PSPL’s decision will be final.

^have funded and/or traded using the single/joint CFD account before