POEMS Mobile User Manual

Transcription

1 POEMS Mobile User Manual Content 1) Login procedure 2) Local Stock trading functions 2.1 Buy/Sell Order 2.2 Order status 2.3 Withdraw / Modify order 2.4 Stock portfolio and Positions 3.Account Information 3.1 Account Balance Detail 3.2 Real Time Quote 3.3 Local Indexes 3.4 Top Up/ Down 3.5 Check Credits 4. Stock Options trading functions 4.1 Stock Options trading procedure 4.2 Withdraw/ Modify order 4.3 Stock Options Portfolio and Positions 5. Dow Jones News 6.Account Information 6.1 Account balance 6.2 Contract Margin 7. Questions and Answers 1

2 1) Login Procedure 1.1 Use your mobile device to access POEMS Mobile at Log-in window will pop up. Input your username and password and click Login. (Refer to Pic 1.1) 1.3 Declaration Window will appear after pressing Login (Refer to Pic 1.2). Click Accept after thoroughly understand and agree with the declaration. Lastly, Main Menu page of POEMS Mobile will appear. 2

3 2) Local Stock Trading Functions 2.1 User can input the following instructions in executing the trade order (Refer to Pic 2.1): Stock code, e.g. 5 Price, e.g. 50 Quantity, eg. 400 Then press Buy or Sell (Buy order represents in Pink Sell order represents in Yellow) After choosing BUY or SELL, the Double Confirm Input Order appears. (Refer to Pic 2.1.1) If the information is accurate, click Accept and the order will be transmitted. 3

4 Once side, 2.2 status input the order quantity, is transmitted, price the submit Order time. Status By clicking will the show inputted the transaction instruction, details, you can including check the the Order of order status including outstanding, pending and cancellation etc. (Refer to Pic 2.2a,b) 2.3 Withdraw / Modify Order : Withdraw order: Click Withdraw All or New Qty select 0 and then click Modify Amend order: Select the shares you want to place in New Qty and then press Modify 4

5 2.4 Stock portfolio and Positions User can set their own stock portfolio (Refer to Pic 2.4.2) and check the account balance details in Positions (Refer to Pic 2.4.3) Stock Portfolio User can set up 3 portfolios which each contains up to 10 stocks. First, click Setting, then type in the stock code and press Add. On the contrary, if user want to delete the stock setting, select the stock code and press Remove User can check the stock holding status under Positions. 5

6 3. Account Information 3.1 Account Balance In Account Balance Detail, user can check his/her Balance Brought Forward, allowance, today s cash flow, fund transfer, market value, margin value, margin cap and available balance. 3.2 Real Time Quote 6

7 Snap Shot quotation: type the securities code and press RealTime Quote. The quotation will be updated when there is stock moving activity. (Refer to Pic 3.2) 3.3 Local Indexes The provision of Hang Seng Index and Hang Seng China Enterprises Index enable client to capture critical investment movement. (Refer to Pic 3.3) 3.4 Top Up/ Down Client can view the day s top 10 turnover stocks, the nominal, change and volume. 3.5 Check Credits Once the POEMS is activated, 800 points will be rewarded and for every $200 local stock trading, 1 point will be credited. User will be benefit from this rewarding mechanism only when trading on POEMS or POEMS Mobile. For every press on stock quotation or local indexes update, 1 point will be deducted. 7

8 4) Stock Options Trading Functions 4.1 Stock Options trading Procedure Client can look for available contract under Trading Option. (Refer to Pic 4.1a, 4.1b) 1. Select the stock code 2. Select the expiry month 3. Select the contract (call on the left and put on the right) 4. Press search and and then the strike price, name of the contract and price will display automatically. 5.User can first press the contract and then press Quote Request to ask for price quote if there is no price shown. 8

9 6.Select the number of lots - Open/Close (close position can be done only for the same contract ) - Long/Short If there is no indication showing the trade order status, client is not recommended to input a duplicate instruction, instead please contact Stock Options Department at for further confirmation. 9

10 4.2 Withdraw/ modify order All pending and outstanding transaction will be shown under processing order (Refer to Pic 4.2a) and the completed or cancelled transaction will be shown under completed order. (Refer to Pic 4.2b) If any amendment needs to be made, user can click Modify under the section of Pending or Processing order. 4.3 Stock Options Portfolio and Positions Client can set their own stock options portfolio (Refer to Pic 4.3a) and check his/her holding in Positions (Refer to Pic 4.3b) Stock Options Portfolio User can set 3 portfolios which each portfolio contains 10 stock options. First, click Edit, then type in the contract number and press Add. On the contrary, if user want to delete the stock options setting, select the contract and press Remove User can check the market value of the holding contract in Stock Options Portfolio. 10

11 5. Dow Jones News 5.1 Provision of Hong Kong, China, United States and Singapore real time news update.(refer to Pic 5.1a, 5.1b) 11

12 6. Account Balance Detail 6.1 Account balance Client can check his/her stock value, allowance, initial margin, maintain margin, cash transfer, cash Dr/Cr, balance and available balance. (Refer to Pic 6.1) 6.2 Contract Margin: Cash Transfer: money credit/debit to/from bank account or Phillip account. Cash DR/CR: Net cash flow from buy/sell the premium Balance:Stock Options Account cash balance Available balance: Cash transfer + Cash DR/CR + Balance Stock Value: 80% of stock value in stock option account Allowance: the amount that can overdraft Initial margin: the margin that requires when establishing the position. Maintain margin: The minimum amount of cash that must be maintained in a margin account, the available balance must exceeds the maintain margin requirement. For more information regarding the margin requirement, please visit 12

13 1. Phillip by What supported Mobile is Phillip mobile Trading Mobile? handsets is our new platform which allows customers to access our online investment services 7. Questions Answers 2. You Who can can use use Phillip Phillip Mobile Mobile? (2) (1) Registered for POEMS Stock Account Electronic if you or have: Stock Services. Option Account; and 3. If you How have to apply already Phillip registered Mobile for Service? To password register to POEMS access our Electronic Phillip Mobile Services, POEMS Trading you Electronic simply platform. need Services, to fill you in Account just need Type to use Amendment its account Form ID and fax it to us. and then 4. You How can can logon I access to Phillip to Phillip Mobile Mobile by entering via my the mobile URL handset? 5. What functions are available in Phillip Mobile Trading? on your mobile handset. Local -Place, Stock modify, Trading latest order account cancel status details limit orders for all local securities listed on the Stock Exchange of Hong Kong -Check -View your your portfolio latest buying stock power -Obtain real-time Hang quotes Seng holdings of local Index listed and stocks Hang and Seng warrants Stock Option Trading China Enterprise Index -Place new your orders outstanding or status square positions orders -Check -Obtain latest real-time account quotes details (manual snap-shot update) 13

14 6. Yes. Securities Is this There service are no free additional of charge? transmission Service Charges. However, charges for please using check Mobile with Trading your telecommunication - only the transaction service charges provider listed about in when you are and/or travelling other outside charges Hong that Kong may apply and using to using a roaming the Internet service. via your mobile handset, particularly data 7. No, both Do Phillip local I need and Mobile to overseas. use Trading particular can service be accessed plan of via any the particular network telecommunication of any telecommunication service provider? service providers, use 8. No, If your if I have you account have registered registered ID and for password POEMS for POEMS Electronic of your Electronic POEMS Services, Services Electronic do I and need Services Phillip to apply Mobile to Phillip log Trading. Phillip Mobile You Mobile again? simply Trading. need to able 9. No, Do you to I support have can use to Internet use 2G, a 3G, handset access. HSDPA with or 3G Wi-Fi service? to connect to internet. However, your mobile handset need to be 10. Since with What Phillip is the Mobile average Trading response uses time a simplified of Phillip and Mobile word Trading? POEMS stable signal strength, average response times should based be similar interface to those design, experienced under normal when circumstances confirmation Electronic in accordance Services the via repeat fixed order networks. may Please happen. do not press Update button before received accessing the trade 11. No, service Do the I service need to will use operate a specific on mobile a range handset of model? handset according that has been to the well-tested requirements by our of company. different mobile handsets. models, However, recommend as we have that to tailor you to the use a 12. You mail. What may if call I forget our customer my password? hotline: The new password will be sent to your registered address by 13. Yes, period. Is you that can I can use access Phillip to Mobile Phillip Trading Mobile Trading 24 hours at a anytime? day, except during the system upgrade and maintenance 14

15 POEMS 14. No, Can For changing I LOGIN change to my your change password, your of password. please POEMS visit Electronic Services through press Phillip the button Mobile of Trading Change Pwd? under 15. browser In general, After on logging there my mobile is onto only POEMS handset one browser and Mobile then available Trading return on to via a my mobile service mobile handset. again? handset, However, can I return when to/switch you are logging to another Phillip service Mobile will not Trading be terminated subsequently until you manually go to another logoff. webpage the same browser, Phillip Mobile onto Trading This 16. Why is because was the the web web address will be redirected to to the access web address a highly start secured with" 17. Why can I only read Phillip Mobile Trading in English? site. If mobile your handset supports to Unicode UTF-8 (UTF-8) codes, so you that simply you can need access to set Phillip the default Mobile encoding Chinese. of the browser in your with 18. Phillip Can your Mobile I access telecommunication Trading Phillip is Mobile accessible service Trading as provider. long when as I you am have overseas? an Internet connection. For details, please check Your 19. the Order If internet there Status is connection an section incoming for maybe call securities when interrupted. I trading am placing Thus, or you an you may order, must contact what check will your whether happen Account your? Executive. order has been accepted in If or you have to any poems@phillip.com.hk. queries related to POEMS Mobile, please contact our Customer Services Hotline at