E-coupon Reward for Transfer-in
transfer-in stockPhillip 50th Anniversary presents: Stock transfer-in rewards increase

e-transfer in

How to Transfer in Stock

1.Log in POEMS to submit instruction

2.Inform you Account Executive

3.Fill in and e-mail to cs@phillip.com.hk

Transfer in Reward

Phillip 50th Anniversary presents : Stock transfer-in rewards increase ! Each Phillip account could enjoy e-coupons for redemption in 7 types of transaction and services, including local stock interest, IPO subscription fees, US dollar interest rebates, local stock commissions, stock option commissions, fund subscription fees, and foreign stock commission. More stock value you transfer, more rewards you get. Action now!

e-transfer in

Terms and Conditions

  1. This promotion is effective from 1 April 2025 to 31 December 2025 ("Promotion Period").
  2. The clients will be entitled a set of cash coupons if successfully transfer Hong Kong or U.S stocks (no minimum requirement) into Phillip Securities account during the promotion period. Details are as the table shown. The upper issue limit of the above electronic coupons is 124 e-coupons per day.
  3. E-coupon will be deposited in stock account after 2 working days of transferring in stock successfully
  4. The total market value of the transferred shares is based on the closing price of the settlement date.
  5. The issued E-coupons are valid for 180 days from the date of issuance.
  6. The E-coupon is only for redemption of commission,handling fee and interest. All e-coupons are not transferable, nor can they be exchanged for cash or any discounts.
  7. E-coupon will be granted for transferring stock from bank or other brokerages, and physical deposit only.
  8. Phillip Securities Group reserves the right to change the relevant terms and conditions without prior notice. In case of any dispute, the company has the final and irreversible decision.

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Frequently Asked Questions

How to transfer in stock to Phillip?

Log in POEMS(Web/ App) to input your instruction, inform your Account Executive or e-mail  to cs@phillip.com.hk.

How to redeem e-coupon?

When could cash coupons be redeemed?

On the day after IPO subscription fee refunded.

 

Frequently Asked Questions on Local stock / USD Margin Interest Rebate e-coupon

Is there any upper limit of interest rebate?

Each local stock interest rebate e-coupon is only eligible for once. Upper limit is 20% of local stock margin interest and 20% of USD margin interest occurred. For the rebate margin interest excess the nominal value of coupon, the rebate amount is capped at the nominal value. </>E.g. The total interest incurred in March is HKD 300 and USD200, and the upper limit of interest rebate is HKD 60 and USD 40 (calculated as 20% of the total monthly interest). If you were given of six interest e-coupons in face value of HKD 100 and three e-coupons in face value of USD 20 in March, the maximum interest amount that can be rebated from the beginning of April is HKD 60 and USD 20, i.e. using one HKD 100 and one USD 20 interest e-coupon.

Can the local stock interest rebate coupon and handling fee cash coupon be used simultaneously?

Yes.

When could cash coupons be redeemed?

At the end of each month.

 

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