NEW YEAR 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 S$5,000 to ≤ S$20,000 S$20
Tier 2 S$20,000 to ≤ S$50,000 S$40
Tier 3 S$50,000 to ≤ S$100,000 S$100
Tier 4 S$100,000 to ≤ $200,000 S$200
Tier 5 > $200,000 S$500

Opt-in for Phillip’s Excess Funds Facility

The cash rewards will be credited for customers’ accounts under the Excess Funds Facility. Customers must be opted in to the parking facility to be eligible for the promotion.

Opt in on POEMS

About Phillip’s Excess Funds Facility

The excess funds facility manages your idle cash into a money market fund. Let us 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

Returns:

SGD 1.06% p.a.
USD 1.55% p.a.

Rates updated as of 19 November 2018, based on 1-year rolling return, NAV/NAV prices. Past performance is not necessarily indicative of future performance.

More about money market fund

Login to POEMSOpen an Account

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

Disclaimer

Terms & Conditions:

  • This promotion is valid from 1 January 2019 to 28 February 2019. To be eligible for this promotion, orders must be placed before 3:00PM on 28 February 2019 (Thursday).
  • Cash, cheque, and internet payments must reach PSPL by 3:00PM on 3 March 2019.
  • A combination of the promotion funds are allowed to qualify for a higher tier.
  • Customers 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 customer. If a customer 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.
  • All rewards will be credited under the Excess Funds Facility in customers’ accounts (“the reward”). Customers must grant excess fund authorization by opting in 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 Plan) will not be considered.
  • Prevailing sales charges apply, if 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 customer’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 discrete 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 matters relating to the promotion shall be final and binding on all participants.
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