Online Share Trading      
 
You are in :
Products & Services | Research | Tools | Investment | Personal Finance | Wealth Management | Help | Demo
 
Login | Register
Home » Products & Services » Share Margin Financing
Share Margin Financing

 
Types of Share Financing Products
 
 
Share Margin Financing
Initial Public Offering (IPO)
Employee Share Option Scheme (ESOS)
REITs Financing
Description

Share Margin Financing is a standby, revolving personal lending facility secured by collaterals for the trading of shares on Bursa Malaysia.

Initial Public Offering (IPO) Pink Form Financing is a tailored credit facility extended to the company eligible employees to purchase the IPO* shares that has been allocated to them by their employer during the listing exercise.

Employee Share Option Scheme (ESOS) is a tailored credit facility extended to the eligible company employees to exercise their share option, which has been allocated to them by their employer.

Real Estate Investment Trusts (REITs) Financing is a secured loan calculated on a variable rate basis for the trading of REITs counter on Bursa Malaysia. Acceptable collaterals are cash, CIMB’s Fixed Deposit (FD) or acceptable REITs counters.
Features
  • High financing amount up to RM5 million
  • Margin of Financing up to 60%
  • Wider range of accepted collateral, i.e Cash/Fixed Deposit (MYR, SGD, HKD, USD, AUD, GBP, THB and JPY); Acceptable Quoted Shares (Malaysia, Singapore, Hong Kong and US)
  • High leverage of collateral: Cash / Fixed Deposit up to 2.5x; Quoted Shares up to 1.5x
  • Documentation fee: RM130 (waived for redemption case)
  • Rollover fee at 0.5% of outstanding facility amount per quarter (waived for first 12 months)
  • CDS transfer fee: Free up to 20 marginable Bursa counters (for redemption case only)
  • High financing amount up to RM2 million
  • Margin of Financing (MOF) up to 80% of the IPO price*
  • Documentation fee up to RM200
  • High financing amount up to RM2 million
  • Margin of Financing up to 80% of market price
  • Documentation fee up to RM200
  • Acceptable counter : Main board & Ace Market
  • Disbursement fee at RM 80.00 (applicable to second drawdown onwards)
  • Margin of Finance: Up to 66.60%
  • Leverage: Cash / CIMB FD – Up to 3.0x ; Acceptable REITs shares – Up to 2.0x
  • Documentation fee: Waived
  • CDS transfer fee: Free up to 10 marginable REITs counters (For redemption case only)
  • Rollover fee: Waived

* Terms & Conditions Apply


 

 

 

Share Margin Financing

Initial Public Offering (IPO)

Employee Share Option Scheme (ESOS)

REITs Financing

Eligibility

  • Individual age between 21 to 65
  • Malaysian or non-Malaysia residing in Malaysia

Requirement

(The documents must be submitted along with the application form to the Dealer Representatives)

  • NRIC (both sides)
  • Duly completed application form
  • Recent BE / EA / 3 month payslip
  • Latest bank statement
  • Redemption cases: Furnish the latest margin account statement from your existing financier
  • NRIC (both sides)
  • Duly completed application form
  • Recent BE / EA / 3 month payslip
  • Entitlement / Allocation Letter
    Pink form
  • NRIC (both sides)
  • Duly completed application form
  • Recent BE / EA / 3 month payslip
  • Entitlement / Allocation Letter
    Exercise form
  • NRIC (both sides)
  • Duly completed application form
  • Recent BE / EA / 3 month payslip
  • Latest bank statement
  • Redemption cases: latest margin account statement from existing financier

 


  1. Complete and sign the application form

    Individual
    Corporate
    Share Financing Application Form (English) Share Financing Application Form (English)
    Share Financing Application Form (BM) Share Financing Application Form (BM)


    then
  2. Visit any of our our CIMB Securities Branches. Click locator here.

    or
  3. Contact us at +603 2261 0888 or email us at itrade@cimb.com
  1. You have to be a registered user and open an i*Trade@CIMB online trading account with CIMB Investment Bank Berhad. Once your trading account has been approved by CIMB Investment Bank Berhad, an email notification will be sent informing you that your online trading account is activated. You can now trade online to transact your shares.
  2. Margin financing provide the different types of lending facilities to leverage your investment:-

     

     

    Share Margin Financing

    Initial Public Offering (IPO)

    Employee Share Option Scheme (ESOS)


    REITs Financing

    Collaterals

    Trading limit will be up to a multiple of 2.5x of cash collateral in your trust account and up to 1.5x the value of shares pledged as collateral.
     
    IPO shares Quoted share Trading limit will be up to a multiple of 3.0x of cash collateral and up to 2.0x the value of REITs shares pledged as collateral

    Margin of Financing*

    Up to 60% Up to 80% of IPO shares price

     

    Up to 80%

     

    Up to 66.60%

    Financing Amount

    • Min: RM50,000
    • Max: RM5 million
    Up to RM2 million Up to RM2 million
    • Min: RM50,000
    • Max: RM5 million

    Financing Tenure

    12 months (reviewed annually) 12 months (reviewed annually) 12 months (reviewed annually) 12 months (reviewed annually)

* Terms & Conditions Apply

About i*Trade | Contact Us | Sitemap | Privacy Policy Copyright © 2014 CIMB Group. All rights reserved.