1. Account Opening Promotions

Are you a new customer? Here are some great account opening promotions with Phillip CFD. Enjoy trading tools and rewards when you join us as a customer.

Receive up to 5 FREE* transactions when you fund your CFD account.

Fund account with S$5k within 2 weeks of account opening

First 1 Free CFD Transaction

Fund account with S$15k within 2 weeks of account opening

First 3 Free CFD Transactions

Fund account with S$25k within 2 weeks of account opening

First 5 Free CFD Transactions

Terms & Conditions

  1. This promotion is only eligible for new CFD accounts opened from 2 January 2019 to 31 December 2019.
  2. Customers must not have an existing CFD account. If customers have multiple CFDs account, all account has to be inactive for more than six months in order to enjoy this promotion.
  3. Eligible customers have to perform the free transactions by the end of the following month from the time of account opening. Free transactions are in the form of trading rebates. For example, if you are eligible for the first 3 free transactions and performed it within the stipulated period, you will receive trading rebates amounting to the sum of commission paid for the first 3 transactions. Rebates are not inclusive of finance charges.
  4. Eligible customers will receive the trading credits within 2 weeks after the end of the customer’s promotion exercise period. In the event when the 15th day falls on a Saturday, Sunday or public holiday, the rebate will be credited on the next working day.
  5. For eligible trades that are amalgamated, the trading rebates will be pro-rated accordingly.
  6. Any eligible CFD Trades done for this promotion are not entitled to receive the POEMS rewards points.
  7. Eligible customers will not be entitled to any other Phillip CFD promotions that are running concurrently with the Promotion.
  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. PSPL reserves the right to substitute the Promotion entitlement with another of equivalent value and amend any terms and conditions without prior notification. Where a dispute involving the interpretation of terms and conditions arises, PSPL reserves the right to have the final say.
  10. By taking part in this promotion, the participant acknowledges that he / she has read and consented to these Terms & Conditions.

Keep up to date with the markets with exclusive daily Trend Forecast Reports. Be ahead of the market, and receive the latest market analysis and insights powered by Trading Central everyday.

Terms & Conditions

  1. This promotion is only eligible for new CFD accounts opened from 2 January 2019 to 31 December 2019.
  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.

2. Frequent Traders Programme

Receive exciting rewards when you trade with Phillip CFD. Be rewarded as soon as you spend S$500 a month on commission. Frequent traders who spend at least S$2,000 in commission in any of the months during the promotion period will also receive Special Commission Rates for Singapore CFD & DMA, United States CFDs and Malaysia CFDs in the following quarter.

Qualify to be a Phillip CFD Frequent Trader, and be automatically entitled to exciting rewards, including special commission rates!

Commissions 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 October 2019 to 31st December 2019, 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 will receive a letter/email (where applicable) describing entitlement and how to redeem rewards. Any requests from customer to swap any of the items with other rewards will not be entertained. All prizes won are not transferable and cannot be exchanged for cash or other goods or services.
  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 be also be notified.
  6. Eligible customers will not be entitled to any other Phillip 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.

3. Referral Programme

Do you like our service? Refer a friend to Phillip CFD! For every successful* referral you make, both you and your friend get to enjoy SGD150 CFD trading credits!

Refer your friends to Phillip CFD now and be rewarded with credits

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 1 April 2019 to 31 December 2019, 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 31st December 2019 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.

Disclaimer

This material is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment product mentioned. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and not liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.

Investments are subject to investment risks. The risk of loss in leveraged trading can be substantial. You may sustain losses in excess of your initial funds and may be called upon to deposit additional margin funds at short notice. If the required funds are not provided within the prescribed time, your positions may be liquidated. The resulting deficits in your account are subject to penalty charges. The value of investments denominated in foreign currencies may diminish or increase due to changes in the rates of exchange. You should also be aware of the commissions and finance costs involved in trading leveraged products. This product may not be suitable for clients whose investment objective is preservation of capital and/or whose risk tolerance is low. Clients are advised to understand the nature and risks involved in margin trading.

You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualifies financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement. You are advised to read the trading account Terms & Conditions and Risk Disclosure Statement (available online at www.poems.com.sg) before trading in this product.

Any CFD offered is not approved or endorsed by the issuer or originator of the underlying securities and the issuer or originator is not privy to the CFD contract. This advertisement has not been reviewed by the Monetary Authority of Singapore (MAS).