Updated 2 June 2015

Trader Platform Guide

CFD Hotline : 6536 2000
CFD Dealing : 6536 0002
Fax : 6226 3682
Email : [email protected]
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

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 1

 Updated 2 June 2015

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

5 Main Tab Placements

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 2

 Updated 2 June 2015

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.

Your name and account number

Margin Table

Funds in
account

Volume Historical entry price as at the Close price of

Counter name held end of previous trading day previous business day
and code

Open
positions

Average price Current market value

o -ve value refers to of buy and sell of the position
open Short Position trades today
o +ve value refers to
open Long Position
o Zero value refers to
either no position or
closed position

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 3

 Updated 2 June 2015

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.

GLV = IM + FE

 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)

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 4

 Updated 2 June 2015

c) Margin Table Click on column heading to sort the

contents. Eg in alphabetical order
or ascending/descending order

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

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.

Step 2: Click “Margin Table”

Step 1: Check “CFD Tab” is selected

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.

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 5

 Updated 2 June 2015

2) Tab 2 - WATCHLIST

Updates Click “N” for navigator to search for counters

changes
to
existing
watchlist
Clears the watchlist

Saves new watchlist

To retrieve customised Watchlist:

Maximum 5 watchlists

Default System Watchlist: “SGX

50” for Singapore market

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 6

 Updated 2 June 2015

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

Step 4

Step 5

Step 6

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.

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 7

 Updated 2 June 2015

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)

Buy/Sell Order Description

Client’s Account Code

1 Lot = 100 shares

Enter Volume in number Short selling availability

of shares and Price in Yes (Y) / No (N)
dollars and cents

Check against available Free Equity

Order Command
Buy / Sell button

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.

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 8

 Updated 2 June 2015

3) Tab 3 – ORDER PAD

Order Volume and Price

Done Volume and Price
Action Status
Action State Description: Order
“ACTIVE” – Order is status comments
in the market

“INACTIVE” – Order
is not in the
market (e.g., order
failed, order is
already failed etc) Action Status Buy or Sell Remaining Volume
“OK” – Order Successful
“FAILED” – Order Failed
Refer to “ActStatDescription”
column for failed order comments
Amend Price and Volume
Withdraw order

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 9

 Updated 2 June 2015

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.

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 10

 Updated 2 June 2015

Broadcast: To display a code in all open commands. Eg. Type “G13”  “Enter” Key for Genting SP
4) Tab 4 - Analytics

Drawing Toolbar

Options

Navigator Add Indicator Clear

Chart

Time &
Sales
Course of
Sales is a
tabular
history of
Chart trades for a
Analysis given
security on
a given day.

Security
Information
Details the
basic
information
Trade Analysis command required to
displays a breakdown of evaluate a
trading across the company's
different price levels financial
traded for a security. position for
investment
purposes

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 11

 Updated 2 June 2015

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

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 12

 Updated 2 June 2015

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. To look for research of a
specific counter
Enter name here

Maybank
KE Daily
Research

Maybank KE
stock pick

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

Counter you searched for

Consensus call: buy or sell

No. of brokers who
issued a buy/sell call Consensus target price

Related
Reports

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 13

 Updated 2 June 2015

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)

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 14

 Updated 2 June 2015

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

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 15

 Updated 2 June 2015

10,000 at limit $2.60

This is how your Order Ticket should look like:

SELL 10 lots at $2.60

TRIGGER: Greater than or equal to
$2.60

Take Profit

Entry of initial order

BUY Capitaland 10 lots at
$2.50

Stop Loss

TRIGGER: Less than or equal to

$2.40
SELL 10 lots at $2.39

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 16

 Updated 2 June 2015

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.

Maybank Kim Eng Securities Pte. Ltd. Copyright 2015 17