Enjoy 1% sales charge on Unit Trust!

Redeem with 250 POEMS reward points and enjoy 1% sales charge for every SGD5,000 Phillip Unit Trust investments. 
For every SGD5,000 transaction, you will get to pay $25 less! 

(Usual online sales charge of 1.5% for S$5,000 is $75)

Unit Trust is a pool of money collected from investors and managed by Fund Managers to achieve the investment objective of the Fund.

Advantages of Unit Trust Investment

• You can use CPF monies to invest in Unit Trust .
• Gain access to global markets with a modest sum of investment
• Invest in industries and markets not available locally
• Unit Trust is less volatile as compared to stocks investment
• Tap on the expertise and global presence of the fund managers
• Liquidity and flexibility eg. Fund can be bought and sold anytime

Why PhillipCapital? - More from www.eunittrust.com

• Gain access to over 420 funds via POEMS
• Up-to-date research articles to assist you in the fund selection
• We are a CPFIS Investment Administrator – Cost savings for you!
  • Lower Agent bank transaction charges
  • Lower CPF service charges
  • One consolidated fund statement  

Below is the classification of the risk and returns for the various types of funds available in the market.

How do I enjoy this promotion?

1. Log on POEMS > Stocks > Rewards > New Rewards Subscriptions > Check the box “Phillip Unit Trust Promotion” > Click on “Submit New” > Enter your password > Click on OK.

2. On the following working day, please login to POEMS > Stocks > Rewards > Check or Renew Subscriptions and ensure that your redemption has been successful. Your redemption needs to be exercise within a month.

3. On the day (within 1 month) that you are ready to exercise your redemption, an email must be sent to unittrust@phillip.com.sg with header “REWARDS PROGRAM REDEMPTION” by 12 noon stating the following:-

A)      Fund name to be purchased,

B)      Amount,

C)      POEMS account no,

D)      Fund source (Cash/CPFOA/CPFSA/SRS) and

E)      Contact number.

*Failure to send the email will result in the order reverting back to the original sales charge.

4. After your email has been sent, please login through www.poems.com.sg >> Unit Trust >> Trading >> to submit your order by 12 noon on the same day. 
   
   *Please note that there will not be any partial redemption available for this Rewards Program. Ie, when you redeemed 250 points, you will have to put in an order of S$5,000 transaction on the same day. If you are redeeming 250 points but would like to invest S$15,000 in one fund, kindly break down your order to S$5,000 and S$10,000 transaction.
5. We will verify the details and in the event of a rejection, an email notification will be send to client before 2.30pm to state the rejection.
6. Any of the above not fulfilled will result in the order reverting to the original sales charge. 

    

7. For any reward related enquiries, please kindly email to reward@phillip.com.sg 

Terms and Conditions

• The promotion period is extended till further notice.
• Every 250 points allow a POEMS investor to purchase SGD$5,000 of Unit Trust at 1% sales charge. (Prevailing sales charge for S$5,000 is at 1.5%).
• To enjoy this promotion, clients will have to exercise the redemption within 1 month after the redemption has been made.
• No partial redemption is permitted.
• Cancellations and refunds are strictly not allowed.

Please kindly contact us at 6531 1555 or poems_enquiry@phillip.com.sg for more information.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)