User Guide. Once again, thank you for choosing us. Customer Services Kim Eng Securities Pte. Ltd.

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2 CONTENTS 1. Introduction 2. Homepage at First Glance 3. After Login (Trading Page) 4. Login 5. Quick Quotes 6. Quick Trade 7. 4SITE 8. Watchlist 9. Orders 10. Buy/Sell 11. Batch Order 12. Quotes 13. Account Management 14. Portfolio Management 15. Stock Alerts 16. Personal Configuration 17. Other Tips User Guide

3 1 Thank you for choosing to trade with our online trading platform, KE Trade ( This Internet based service is a navigation-friendly electronic trading platform that allows investors to enjoy the many advantages of trading online. Access the quick and convenient world of online trading through KE Trade and you will find all the support you need for effortless trading, with 24 hours access everyday, from the comfort of your home or even whilst overseas. KE Trade offers its users peace of mind with reliable security features and instantaneous trade confirmations. Conceptualized to make online investing simple, KE Trade boasts a host of time-efficient, customizable features and tools to assist you in capitalizing on market opportunities. Log-in to your cash and margin accounts with a single User-ID and password. Trade in multiple markets around the world - Singapore, Hong Kong, Malaysia, Nasdaq, and NYSE - with the added edge of having dynamic real-time quotes (only selected markets only). Speed up your order submission with the first-of-its-kind Batch Order function. It allows you to submit up to 5 buy and/or sell SGX orders at any one time. Optimize market information to your trading style with our proprietary 4Site feature. It allows you to customize your trading screen with the type of market information and trade execution screens that you require. Create and customize up to 10 watchlists to monitor the latest price movements of your favourite Singapore and foreign counters, all in a single watchlist. Set stock alerts via SMS, or web alerts to monitor stock movements. View all your orders placed for the day, up to 3 days before and the trade history of fulfilled orders. In addition, you can withdraw up to 5 orders simultaneously at any one time with our Quick Withdrawal function. Manage your investment exposure with our Account Management function. You are able to view your daily trust account and custodian balances for cash accounts, as well as your stock holdings, account ledger and margin position summary for margin accounts. As an added service, the daily foreign exchange rates are also made available to you. Create your personal investment portfolio to view your daily updated investment positions, portfolio valuation and the realized/unrealized profit & loss statement of your investments anytime. You can also choose to export your portfolio to MSExcel. Our enhanced trading tools especially for you - Trade Summary, Time and Sales, Intra-day Charts, and Market Depth. Once again, thank you for choosing us. Customer Services Kim Eng Securities Pte. Ltd. 1

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5 3 See section 10 on BUY/SELL See section 9 on ORDERS See section 8 on WATCHLIST 3

6 HOMEPAGE Welcome to 4 1) Enter your User ID and Password 2) Click on 5 1) Select the desired Exchange from the Exchange drop-down menu list. 2) Input the desired stock name/code 3) Click on 4) A screen will pop-up with the stock details 4

7 6 To place a quick trade from the homepage, please follow QUICK QUOTES as mentioned, then the following : 1) Enter your User ID and Password 2) Click on 3) KE Trade will log you in and a BUY/SELL pagelet will appear 4) To place an order, enter the desired order details (see section 10 BUY/SELL) 5) Then click on 5

8 7 4Site is pre-configured to display the Watchlist, Orders, and Buy/Sell pagelets. 4SITE is a user configurable page where you can add more pagelets and customize to your viewing preference. View your watchlist (see section 8 WATCHLIST) Monitor your orders view your orders of the day and historical orders (see section 9 ORDERS) Place your orders (see section 10 BUY/SELL) 6

9 1) Go to the add pagelets icon 2) Click and drag desired pagelet to add into your 4SITE page 3) The pagelets available for you to add into 4SITE is found on the pagelet list below 4) Remember to click on the save icon to save all your changes to 4SITE PAGELET LIST : o Account Management Pagelet o Alert Criteria Pagelet o Announcements Pagelet o Batch Order Pagelet o Buy/Sell Pagelet o Indicies Pagelet o Intraday Chart Pagelet o Market Depth Pagelet o Market Summary Pagelet o News from Reuters Pagelet o Orders Pagelet o Portfolio Pagelet o Quotes Pagelet o Time & Sales Pagelet o Trade Summary Pagelet o Watchlist Pagelet 7

10 Go to the top right corner of pagelets in 4SITE Click on the Change Pagelets Settings Customize Colors allows you to change the color of the columns and/or rows. Customize Column allows you to change to the type of information you want displayed. Customize Layout allows you to change the layout of BUY/SELL pagelet to your liking. 8

11 8 You can monitor your favourite Singapore and International stocks by configuring them into your Watchlists. The WATCHLISTS are now more flexible as you can configure both local and foreign stocks all within the same WATCHLIST. With 10 Watchlists available for you, it means that there s more you can watch over. Amongst the multitude of features, you can access the BUY/SELL, STOCK ALERTS, BATCH ORDER, INTRA-DAY CHARTS, MARKET DEPTH, TIME & SALES, and TRADE SUMMARY functions by moving the mouse pointer over the counter that you are interested in and right-click to access these functions through the quick menu. View stock counters for local and foreign markets, and market indices 10 watchlists are available (maximum of 50 counters each) 9

12 Go to top right corner of WATCHLIST pagelet Select desired market in the exchange drop-down menu Either (a) enter counter name Click on or (b) click on to search for counter 10

13 Go to top left corner of WATCHLIST pagelet click on to edit your watchlist You may add or remove counters, and rename your watchlist here 11

14 9 Keep track of your orders with our Orders function. View all your orders placed for the day, up to 3 days before and the trade history of fulfilled orders. In addition, you can withdraw up to 5 orders simultaneously with our Quick Withdrawal function. View your (a) CASH ACCOUNT or (b) MARGIN ACCOUNT orders You may view your orders by duration (a) Today s Orders; (b) Up to 3 Days; or (c) Trade History You may also withdraw up to 5 orders with Quick Withdraw icon 12

15 10 You may submit an order anytime. Orders submitted during trading hours will be routed to the respective exchange / counter-party for order execution. Order submitted after the trading hours will be received, in PO (Pending to enter queue) status for the next trading day. 1) Go to BUY/SELL pagelet 2) Enter desired order details and password Click on 13

16 11 Speed up your order submission with the first-of-its-kind Batch Order function. It allows you to submit up to 5 buy and/or sell SGX orders at any one time, saving you time and effort with our exclusive multiple order submission feature. Submit up to 5 buy and/or sell SGX orders simultaneously Go to 4SITE Add BATCH ORDER pagelet (see section 7 4SITE - How to Add Pagelet) Right click on any stock counters from WATCHLIST or QUOTES to access quick menu Highlight on add to BATCH ORDER from quick menu; the BATCH ORDER pagelet will be propagated with your chosen counters At the BATCH ORDER pagelet, enter desired order details and password, Click on 14

17 12 Get the latest stock prices with our QUOTES function. QUOTES gives you access to real-time price movements of local stocks in terms of TOP VOLUME, TOP $ GAINERS, TOP $ LOSERS, TOP % GAINERS, TOP $ LOSERS, and the latest market summary and indices by industry sectors. You can also check the latest price of specific stocks. Our QUOTES also takes you to multiple foreign exchanges around the world, where you can get the price quote of stocks. Select the desired market from the exchange drop-down menu Click on any of the icons to view: Top Volume, Top $ Gainers, Top $ Losers, Top % Gainers, Top % Losers Click on the alphabet to see quotes starting with the chosen letter You may also search for a counter by clicking on the search icon or by inputing the name of the stock into the stock counter/symbol box. 15

18 13 At a glance, ACCOUNT MANAGEMENT lets you know your balances in our safekeeping. In Cash Account, it gives you information of your cash balances held in trust and your shares that are held in custody for you. In Margin Account, you will see an overview snapshot of your stock holdings, ledger, and margin summary, i.e. collaterals placed with us, stocks bought under margin, as well as balances. Furthermore, we have placed our indicative foreign exchange rates of the markets we offer over KE Trade for your easy understanding of foreign exchange conversion. select account(s) to view in drop-down menu select balance(s) in account to view in drop-down menu view all balance, trust balance,or custody balance 16

19 select account(s) to view in drop-down menu select balance(s) in account to view in drop-down menu view all balance, stock holdings, ledger, or margin summary note that all outstanding contracts bought under margin is displayed in PORTFOLIO under O/S Positions (oustanding positions) 17

20 14 PORTFOLIO MANAGEMENT lets you keep track of your investments in more ways than one. View your investment portfolio vis-à-vis KE Trade s Portfolio multi-features available to you. It gives you up-to-date information and valuation of your investments. You can view your realized and unrealized profit and loss of your investments, outstanding contracts, balances, and much more, all at a click. Executed stock orders will be listed here automatically for you to add to PORTFOLIO during the settlement period of the trades. You can also manually input entry options like add more contracts, IPOs, rights issue, or gifts. We have also added the financial Calculator here for you to quickly determine your profit and loss of a particular investment. View the UNREALIZED PROFIT & LOSS of your investments View the REALIZED PROFIT & LOSS of your investments Manage your portfolio in PORTFOLIO MANAGEMENT MANUAL ENTRY some counters that was bought elsewhere View the OUTSTANDING POSITIONS View the ACCOUNT BALANCES Use the financial CALCULATOR to determine the profit/loss of your investments 18

21 PORTFOLIO MANAGEMENT - unrealized profit & loss pagelet, realized profit & loss pagelet 19

22 View your PORTFOLIO by all markets or by each exchange (SGX, Bursa Malaysia, Hong Kong, Nasdaq, NYSE) from the exchange drop-down menu View your PORTFOLIO by all payment types, cash or CPF from the payment type drop-down menu 20

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26 15 You don't have to constantly look your at screen to track price movements of stocks. With Stock Alerts, you can set your STOCK ALERTS per day on the stocks that you want to be alerted to when it reaches a certain price you specify. All you need to specify are the stock counter and target price. You can select the choice of notification - either via , through Short Messaging Service (SMS), or web-alert. Receive stock alerts via web-alerts, and/or SMS Go to STOCK ALERTS Go to ALERT CRITERIA Enter desired counter (or use search function ) Click on Enter desired alert criteria Click on 24

27 16 Click on personal configuration icon Change your User ID and password Activate your address and mobile phone number to receive stock alerts / trade alerts View PROFILE to see your: (a) trading limit; (b) trading representatives details; (c) account details; and (d) personal details 25

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29 17 Right click on any stock counter at WATCHLIST, QUOTES, ORDER, ACCOUNT MANAGEMENT, PORTFOLIO and on any other pagelets where the stock counters are displayed, to access a quick pop-up menu: o Buy o Sell o Add to Batch Order o Intraday Chart o Market Depth o Add to Watchlist o Set Alert Criteria o Time & Sales o Trade Summary 27