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As a responsible corporate citizen, Phillip Securities Group is committed to encouraging the use of electronic statements for environmental protection. We take the initiative in energy conservation and reducing excessive paper consumption.

'To protect our environment, start using e-Statement now!'


Benefits of using E-Statement
Prompt and Secure Delivery
  • You will receive the e-statement at the night of the transaction day
  • Avoid loss and delay of mail
  • Easy Storage
  • Mails are sent as html. format which allow you to access to the statements immediately.
  • For easier storage, we also provide statements in PDF format.
  • User friendly
  • Same format and layout as the paper statement.

  • How to apply?
    • Complete the consent letter on the other side of the combined statement / daily statement* OR
    • Download and complete the E-Statement Services Consent Letter*
    *Please return the consent letter by the following methods:
    Fax: 2277 6008, Email: cs@phillip.com.hk or by Mail: 11th Floor, United Centre, 95 Queensway, Hong Kong

    Frequently Asked Questions (FAQ):

    Q: What is E-Statement Service?


    E-statement service users will receive contact notes and monthly statements via e-mail instead of receiving paper statements. By using this service, you can enjoy the following benefits,

    • Receiving bills in a faster and more securer way
    • Avoid delay/loss of mails
    • Environmental friendly
    For environmental reasons, we have established 'e-Check' since 2003 for our clients to check the monthly statements by themselves (applicable to local stock account only). They can also print the statement if if necessary.

    Q: Are there any differences between electronic and paper statements?


    No, the format and layout is the same.

    Q: When will I receive the electronic contract notes and statements?

    The electronic contract note will be sent to your registered e-mail address at the night of the same transaction date, while monthly statement will be sent at the beginning of each month. In general, electronic statement users will receive the statement before the paper statement users.

    Q: How can I do if I cannot receive e-Statement?

    Please contact Customer Service Department for assistance and we will be happy to help you. No charges applied for reissuing the statement within 3 months.

    Additionally, you can check your balance (local stock only) by accessing to our e-Check. Please click into our website http://www.poems.com.hk and choose 'e-Check'. You can view your current and previous monthly statements. For login details, please contact Customer Service Department at 2277 6555.

    Q: What should I do if I would like to amend my registered e-mail address?


    You are requested to fill in the Accounts Particulars Amendment Form for updating your personal information. Please return the form by fax 2277 6008 or email to cs@phillip.com.hk.


    For further details, please contact Customer Service Department at 2277 6555 or cs@phillip.com.hk.
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