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Trader Platform Guide

CFD Hotline : 6536 2000 CFD Dealing : 6536 0002

Fax : 6226 3682

Email : cfd@maybank-ke.com.sg Website : www.kecfd.com

How to access Maybank KE CFD website

Web Address: www.kecfd.com

Login Panel

 User ID - eg. KE0XXXXXX (where XXXXXX is your client’s account number, “0” = zero)

 Password is case sensitive

 Click “Login” button

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The CFD Platform has 5 main Tab Placement at the top. (Portfolio|Watchlist|Orders|Analytics|Research)

5 Main Tab Placements

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1) Tab 1 – PORTFOLIO

See account balance and all open positions. Your portfolio is marked to market real time – this means all profits and losses are reflected ‘live’. The margin table will show the list of CFD counters.

Margin Table

Funds in account

Counter name and code

Volume held

o -ve value refers to open Short Position o +ve value refers to

open Long Position o Zero value refers to

either no position or closed position

Historical entry price as at the end of previous trading day

Average price of buy and sell trades today

Close price of

previous business day

Current market value of the position

Your name and account number

Open positions

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a) Funds in account

 Gross Liquidation Value (GLV) = the amount of money you would have in your CFD account if you were to close out all live positions at current market prices, less any transaction charges and adjustments.

 Initial Margin (IM) = amount used to open CFD positions. E.g. 10% of contract value.

 Free Equity = the amount of money you have left to open new CFD positions. Any deficit in Free Equity will result in a margin call the next day.

 Initial Margin Used % = the percentage of funds client has used to open positions = IM / GLV Above 100%, the client is in margin call.

If Initial Margin Used % ≥105%, client has 2 working days to satisfy the margin call.

If Initial Margin Used % ≥125%, client has 1 working day to satisfy the margin call.

TR to force sell if margin call is not met. Maybank KE CFD reserves the right to liquidate client’s positions to meet the call and bring margin utilization to < 100%.

 Gross Exposure = the total value of client positions

b) Configuring column heading layout (applies to all other functions)

 Rearranging the column sequence: Left click mouse cursor on selected column heading, hold mouse click and drag to preferred sequence position

 Hiding irrelevant column headings: Right click mouse cursor on column heading and select “Hide xxx” from the top row of the list. (xxx: Name of column)

GLV = IM + FE

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c) Margin Table

This shows you the list of counters available on Maybank KE CFD, the initial margin % of each counter, and whether they are shortable or not. This list is updated live daily.

To access the Margin Table, ensure that the “CFD tab” is reflected in the funds summary section, click “Margin Table”.

From the Margin Table dialog box. You may search by Security Code, Description or Exchange. To view counters listed from a specific market exchange. Click the drop down list from “Exchange” on top right corner, and select the market. Eg. Singapore Market is “SGX” and Hong Kong Market is

“HKE”. Click “Search” to view the list.

Click on column heading to sort the contents. Eg in alphabetical order or ascending/descending order

Step 1: Check “CFD Tab” is selected

Step 2: Click “Margin Table”

Step 3: Select choice of market then click “Search”

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2) Tab 2 - WATCHLIST

Default System Watchlist: “SGX 50” for Singapore market

To retrieve customised Watchlist:

Maximum 5 watchlists Clears the watchlist

Click “N” for navigator to search for counters

Saves new watchlist Updates

changes to existing watchlist

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The watchlist is where customised watchlists (maximum 5) are created.

The default watchlist is the “SGX 50” (SGX Top 50 by Market Cap) list from the “System Watchlist”

section. Up to 5 customised watchlists may be created and they will appear in the “User Watchlist”

section. Buy/Sell orders may be created from the watchlist.

a) Creating Customised Watchlist

To create a new watchlist:-

Step 1: Click the “Clear” button. To clear counters from the existing view list.

Step 2: Click the “N” button to search for counters. Navigator dialog box appears.

Step 3: Select choice of exchange (Optional to filter search) Step 4: Enter Security Name or Code. Click “Search” button

Step 5: Select choice of security with mouse cursor. Selected counter will be highlighted in yellow.

Step 6: Click “OK” (Alternative method: Double click on selected counter) Step 7: Repeat earlier steps until desired counters are added to watchlist Step 8: Click “Save As”. Enter name of the new watchlist when prompted.

TIP: Start with the default watchlist, SGX 50, to remove and add in counters if most of those shortlisted counters for customised watchlist are already present. Then save the final list.

Step 3

Step 4

Step 5

Step 6

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b) Creating Buy/Sell Orders

Step 1: Right click a counter from the Watchlist window. Select “Create Buy Order” or “Create Sell Order”. Order ticket appears.

(Shortcut Key: Left click on Bid Price  Sell ticket, Left click on Ask Price  Buy ticket)

Step 2: Check client’s account code. Last selected account from the PORTFOLIO window will be the default account that appears.

Step 3: Enter price and volume of trade

Step 4: Click on Order Command Button (Buy or Sell)

Step 5: A confirmation window will appear prompting to confirm that the order ticket is correct. If correct click “OK”.

Step 6: Check from the Order Pad (Tab 3 – Orders) if your order is successful. Orders may fail due to invalid orders.

Client’s Account Code

1 Lot = 100 shares Short selling availability

Yes (Y) / No (N) Enter Volume in number

of shares and Price in dollars and cents

Check against available Free Equity Buy/Sell Order Description

Order Command Buy / Sell button

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3) Tab 3 – ORDER PAD

Action Status

“OK” – Order Successful

“FAILED” – Order Failed Refer to “ActStatDescription”

column for failed order comments

Buy or Sell

Order Volume and Price

Remaining Volume

Done Volume and Price

Amend Price and Volume

Withdraw order Action Status Description: Order status comments Action State

“ACTIVE” – Order is in the market

“INACTIVE” – Order is not in the market (e.g., order failed, order is already failed etc)

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This window shows the order status of your trades.

a) Action Status

If the Action Status of your order is:

“OK”: Order is successfully in the market

“FAILED”: Order has failed to reach the market. Refer below for common failed orders description.

“AUTHORISING”: Order is entered during non-market hours or exceeded the Fat Finger Limit (value > SGD 300k)

b) Common failed orders descriptions

i) Security cannot be short sold (Meaning: Counter not shortable or scrips not loaded. Call CFD Desk to check)

ii) Insufficient free equity shortfall of $xxx (Meaning: Client has insufficient free equity for the order placed, recommend to top up more funds or reduce order volume to within free equity limit.

iii) Security cannot currently be short sold as the master maximum short sell limit would be exceeded. (Meaning: Intended short sell volume is more than available. Call CFD Desk at 6536 2000 to source for more scrips to borrow)

c) Amend & Deleting an Order

To amend or delete, right click the counter from Order Status window and select ‘Amend Order’ or ‘Delete Order’.

d) Order types

You can place market and limit orders for Equity CFDs, and only market orders for Index CFDs.

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4) Tab 4 - Analytics

Add Indicator

Navigator Clear

Chart

Drawing Toolbar Options

Broadcast: To display a code in all open commands. Eg. Type “G13”  “Enter” Key for Genting SP

Time &

Sales Course of Sales is a tabular history of trades for a given security on a given day.

Security Information Details the basic information required to evaluate a company's financial position for investment purposes Trade Analysis command

displays a breakdown of trading across the different price levels traded for a security.

Chart Analysis

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Various analytic tools

Tips: Right click on any of the tool, select “Broadcast” to present the analytic information of similar counter in view.

a) Chart

 To view the chart of a counter, click “N” button for Navigator to search for counter.

 Saving Charts: Click “Options”  “Saved Charts”  “Export Chart”. You will be prompted to save the chart as a file. It may be saved to local drive or external drive (eg. Thumb drive).

 To retrieve saved charts: Click Click “Options”  “Saved Charts”  “Import Chart”. Select file to be opened from previous saved location.

b) Trade Analysis

 Volume done at individual traded price

 Volume weighted average price

 Histogram presentation for easy viewing

c) Course of Sales

 Time and Sales of historical trades of the day

d) Security Information

 Basic information of the Company’s financial position

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5) Tab 5 – Research

Research tab offers you the latest market news at your fingertips with Market Insight and US ETF (Exchange Traded Funds) Knowledge Centre.

a) Market Insight

1. View the latest breaking news behind the stock price movements in Singapore, Hong Kong and Malaysia markets

2. Get trading ideas from our model portfolio of stocks for Growth, Yield and Value stocks, according to their underlying risk characteristics

3. Get a quick view of aggregated ratings of brokers on whether to buy, sell or hold a stock and the target price

Maybank KE stock pick

To look for research of a specific counter Enter name here

Maybank KE Daily Research

Related Reports

Consensus target price No. of brokers who

issued a buy/sell call

Counter you searched for Consensus call: buy or sell

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b) US ETF Knowledge Centre

1. View the latest ETF and Sector ETF prices 2. Sort ETFs by highest volume and most traded

3. Filter ETFs based on your selected criteria, including Asset and Category

6) Logging Off (Important – Ensure proper log off)

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Contingent Orders

Contingent Orders (COs) are for sophisticated traders who wish to set up a trade to enter or exist a position only if a certain price level has been reached. All COs are Good Till Cancel (GTC) and will remain active until the order is triggered or if cancelled by the trader.

If a CO has been triggered, the order will be sent into the market. If the order is triggered and sent into the market and it is not done by the end of the day, it will be purged from the system (Triggered Orders are GOOD FOR DAY).

All COs are not guaranteed. If there is a gap down / up in the share price, your order may not trigger/get filled.

There are many kinds of COs – FIXED CO which is a straightforward order to either enter or exit a position (Take Profit or Stop Loss), OCO (One cancels other) where the Take Profit and Stop Loss are linked and one will cancel the other if either is reached, IF DONE where you can set up to enter a position and subsequently set up the Take Profit and/or Stop Loss levels for this position.

Please call the CFD Trading Desk at 6536 2000 if you would like guidance on how to place a CO.

IF DONE:

Opening the position

You decide Capitaland is undervalued. It is currently trading at $2.52. You only want to buy 10,000 share CFDs if it reaches $2.50 and below, and if this trade is done, to set up a Take Profit or Stop Loss level.

Setting up an IF DONE order:

Create a Buy Order:

a)

Buy 10,000 Capitaland at $2.50. Your order will be in the queue.

Go a step further and select the IF DONE function. This will allow you to set up a Take Profit and Stop Loss trade as well. This is a OCO (one cancels other), meaning if the Take Profit level is reached, the Stop Loss trade is auto cancelled, vice versa.

You will be prompted to enter the Stop Loss and Take Profit levels:

b) Stop loss - If Capitaland reaches a last done price LESS THAN OR EQUAL to $2.40 (this is the trigger price), SELL 10,000 at limit $2.39 (this is your order price. The system will sell for you at the best price of $2.40, and until your limit of $2.39 is reached. Of course, you can specify your limit price as $2.40 too.)

c) Take profit - If Capitaland reaches a last done price GREATER THAN OR EQUAL to $2.60, sell

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10,000 at limit $2.60

This is how your Order Ticket should look like:

Entry of initial order BUY Capitaland 10 lots at

$2.50

TRIGGER: Greater than or equal to

$2.60

TRIGGER: Less than or equal to

$2.40

SELL 10 lots at $2.60

SELL 10 lots at $2.39

Take Profit

Stop Loss

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Disclaimer:

Whilst reasonable care and effort have been taken to ensure the accuracy of the information provided herein, including data obtained from third parties sources, communications, news, recommendations and reports and in Maybank Kim Eng Securities Pte Ltd’s ( "Maybank Kim Eng") KE CFD SG Mobile Trading ( “KECFDMT”) platform ( the “Services”), Maybank Kim Eng does not warrant that the Services’ information and contents are true, correct, timely or fit for any particular purpose or use. Maybank Kim Eng or its affiliates is not liable under any circumstances for any loss, damage, costs or expenses arising from the use of/ reliance on the Services and/or the information/contents therein. And each client/user is reminded that he/she/it is solely responsible for the financial and other consequences of his/her/its individual trading or investment decision(s), and may wish to consult qualified, professional advisors if in any doubt or uncertainty.

Use of the KECFDMT platform may involve the electronic transmission of personal financial information. Use of this platform implies and constitutes your agreement and deemed consent to such transmission of information; and such consent shall continue to be valid and effective at all times during the customer’s use of this platform. Use of this platform also implies and constitutes agreement to Maybank Kim Eng’s General Terms and Conditions governing internet trading.

Maybank Kim Eng is not liable for any connectivity issues with your mobile service provider. Please note that system response times and access times may vary due to market conditions, system performance and other factors. Please contact your mobile service provider regarding connectivity issues. Maybank Kim Eng shall not be liable for any loss arising from use of the KECFDMT platform, including (but not limited to) losses arising from technical problems or defects on the mobile device used or when the customer/ user has moved into a no network coverage area. Maybank Kim Eng shall also not be liable for any losses arising from any non-intentional and/or accidental customer/user actions, including (but not limited to) orders placed/ amended/ withdrawn while using the KECFDMT platform. In addition to Maybank Kim Eng’s standard commission charges, other internet usage costs may also apply, as charged by user’s mobile service provider.

Click “User”  “LogOff”

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