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New Year Promotion

 

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Lumpsum promotion - Receive up to S$500 Cash for your Investment

           

Invest in any of the promotion funds to qualify for the various tiers and respective rewards!

 

Investment Amount

Rewards*

Tier 1

$5,000 to < S$50,000

S$40

Tier 2

S$50,000 to < S$100,000

S$100

Tier 3

S$100,000 to < S$200,000

S$200

Tier 4

> S$200,000

S$500


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Receive these rewards for a limited period!

Promotion runs from 8 January to 9 March 2018. Ready to invest?
Click on "Factsheet" to find out more about each fund or "Buy Now" to access fund info on POEMS.

Phillip Asia Pacific Growth Fund Factsheet
Phillip Singapore Real Estate Investment Fund Factsheet
Phillip Income Fund Factsheet

 

Opt in for Phillip's Excess Funds Facility

The cash rewards will be credited for clients' accounts under the Excess Funds Facility. Clients must be opted in to the parking facility to be eligible for the promotion.

 

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About Phillip's Excess Funds Facility
The excess funds facility manages your idle cash into a Money Market Fund. Let Phillip help you maximize your investment opportunities!

- Fast and simple online transfer & withdrawal
- No sales charge or administrative fees
- No lock-in period
- The largest^ retail SGD Money Market Fund in the market

^Based on Total Net Assets (TNA) figures reflected in FundSingapore.com

Interest earned:
SGD
0.80% p.a.
  USD
0.91% p.a.

Rates updated as of 23 October 2017, based on 1-year rolling return, NAV/NAV prices. Past performance is not necessarily indicative of future performance. Click here to find out more about Money Market Fund.

 

   

For assistance, call us at 6531 1555 or email us at unittrust@phillip.com.sg

Return to Regular Savings Plan (RSP) Promotion


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  * Please read our Disclaimer

Terms & Conditions:

- This promotion is valid from 8 January 2018 to 9 March 2018. To be eligible for this promotion, orders must be placed before 3:00PM on 9 March 2018.
- Cash, cheque, and internet payments must reach PSPL by 3:00PM on 13 March 2018.
- Clients must opt in for Phillip's Excess Funds Facility as all rewards will be credited under the Excess Funds Facility in clients' accounts ("the reward"). Clients must thus grant excess fund authorization to be eligible for the promotion.
- Only new Cash purchases, and/or switch buy from cash account facilities and external switch-in are eligible for the promotion. Internal switching from other PCM funds and transfers-in will not be eligible.
- Existing Unit Trust holdings maintained with PSPL (including Regular Savings Plans) will not be considered.

- A combination of promotion funds are allowed. For illustration, Client A purchases S$60,000 of only one promotion fund and Client B purchases S$20,000 of each of the three promotion funds. Both clients have an investment amount of S$60,000 each and qualify for the same tier.
- Clients will receive the respective reward after having successfully kept the holdings of the promotion fund(s) for a minimum period of three (3) calendar months.
- Each account is eligible for a reward, unless the accounts are Single Accounts held by one client.
- If a client has more than one Single Account, the reward is only applicable for one Single Account. The Single Account with the highest investment amount will be considered for the promotion.

- Prevailing sales charges apply, if any or applicable.
- Only investments via Phillip Financial Advisory Representatives or trades done online through POEMS are eligible for this promotion.
- In the event of a dispute over the client's eligibility to participate in this promotion, Phillip Securities Private Limited's ("PSPL") decision will be final.
- Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any time of these Terms and Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and / or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason there of and without any compensation or payment whatsoever. PSPL's decision on all matteres relating to the promotion shall be final and binding on all participants.

 

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