Unleash Your Investment Potential:
Access Exclusive Opportunities as an

Accredited Investor

Be an Accredited Investor Today

Qualify as

Accredited
Investor

High-Growth Opportunities Reserved for Discerning Investors

Be an Accredited Investor Today

Why become an Accredited Investor

Elevate Your Portfolio

Take the First Step to Unrestricted Investment Opportunities

Invest Like the Elite

Leverage Exclusive Access to Groundbreaking Ventures

Diversify Beyond Convention

Secure Your Financial Future with Innovation & Growth

Our Product Suite

Unit Trust

Access to restricted funds with a wide range of investment strategies that aim to preserve, diversify and accumulate wealth

Insurance

Tailored solutions to fulfil the needs of unique individuals looking to build and safeguard wealth for future generations

Bonds

Access to 200,000 bonds globally for a diversified bond portfolio

Financing

Tailored financing to fulfil the financial needs of individuals and corporates

Get in Touch with us

How do I qualify as an Accredited Investor

Minimum Income

S$300,000

In the last 12 months

Minimum Income

S$300,000

In the last 12 months

NET Personal Assets

S$2,000,000

of which net equity of the individual's primary residence is no more than S$1,000,000

NET Financial Assets

S$1,000,000

of which net equity of the individual's primary residence is no more than S$1,000,000

NET Personal Assets

S$2,000,000

of which net equity of the individual's primary residence is no more than S$1,000,000

NET Financial Assets

S$1,000,000

of which net equity of the individual's primary residence is no more than S$1,000,000

Your Partner in Finance

Full Service Broker & Wealth Advisory

Trust Broker for over 45 years

5,000+

Employees

1M+

Clients Worldwide

1.5B+

Shareholder Funds

3.5B+

Assets Under Management (AUM)

find out more about us

Regulated & Secure

Fully licensed and regulated in 15 countries

FAQs

Yes, you need to be qualified as an accredited investor, in order to meet the requirements, set out by the Monetary Authority of Singapore (MAS).

You can view our offerings here.  Alternatively, email us at bonds@phillip.com.sg or call us at +65 6212 1818 to speak to our bond specialists.

We offer funds from Invesco, Jupiter, Matthews Asia and more.  You can view our offerings here.

We offer Swiss Life, HSBC Life and more.  You can view our offerings here.

Please complete the Accredited Investors Declaration here. Alternatively, you may email us a softcopy form together with the supporting documents:

Accredited Investor Application:

Supporting documents for Net Personal Assets / Net Financial Assets: 

  • Latest bank account statement or CPF statement
  • Latest statement of holdings from CDP or brokerage firm(s) or insurers, including holdings with Phillip Securities; and/ or
  • A copy of the title deed of your primary residence

Except for the title deed, each statement must show the bank/CDP/broker logo, account holder name(s) and to be dated no earlier than 3 months before the date of submitting the form.  

Supporting documents for Income (Supporting documents required (each to be dated no earlier than 3 months before the date of submitting the form):

  • A copy of your pay slip; 
  • A copy of your employment contract stating your position and income; or
  • A copy of your latest Income Tax Assessment

(Please note that the value indicated in any joint statements would be divided by TWO)

Yes, financial assets held by other FIs will be taken into consideration in determining one’s eligibility as an AI.

As stated in paragraph 6.49 of MAS’ Response to Feedback Received on Proposals to Enhance Regulatory Safeguards for Investors in the Capital Markets dated 22 September 2015 (“MAS’ Response to Feedback Received”), “related liabilities” include a margin account and credit lines taken to finance an investment portfolio. FIs should collect adequate information on an investor’s liabilities to ascertain which are related to their financial assets.

“Primary residence” refers to the home where the investor lives most of the time. This can be located in Singapore or overseas.

Both account holders need to submit the AI form to opt-in as AI. For a non-AI account holder to be eligible to opt-in for AI status in respect of a joint account, (i) at least one joint account holder must be an AI, and (ii) all joint account holders must opt-in to be treated as AIs in respect of that joint account. If the AI joint account holder ceases to be eligible as an AI, or any joint account holder ceases to opt-in to be treated as an AI, the non-AI account holder will also cease to be eligible to opt-in for AI status in respect of that joint account.

Please note that the opt-in is effective only for the relevant joint account which meets the above criteria and not other accounts.

Click here to download Accredited Investor Opt-In Form (Individuals)

Click here to download Accredited Investor Opt-In Form (Joint Account)

Kindly print and mail both the completed forms to:

  • Attention: APU
  • 250 North Bridge Road
  • #06-00, Raffles City Tower
  • Singapore 179101

The requirement for the entire share capital of the corporation to be owned by AIs may be applied at either the immediate shareholder level or at the ultimate owner level. For example, a corporation would be eligible as an AI if all its immediate shareholders are AIs. If one of the immediate shareholders, which is a corporation, does not meet the $10 million net assets threshold for corporate AIs, but the ultimate shareholder of this immediate shareholder is an AI, the client can still qualify as an AI.

In the case of shareholders which are corporations themselves, they would be considered as AIs either because the corporation has S$10 million net assets or is owned by the AIs themselves.

Yes. Existing AIs are given the choice to opt-out by submitting the AI opt-out form to confirm that they no longer wish to be treated as Accredited Investors as defined in section 4A of the SFA.

 

For an individual customer who has interest to be certified an Accredited Investor to invest in eligible products.

Attention: APU
250 North Bridge Road
#06-00, Raffles City Tower
Singapore 179101

Alternatively, login to POEMS 2.0 Web to opt in as an Accredited Investor.

Login to POEMS 2.0 Web> Acct Mgmt > Stocks > Online Forms > Trade Assessment & Acknowledgement > Accredited Investor > Be an Accredited Investor

Yes, you will need to opt-in as an AI with PSPL to invest in eligible products with us. Your Accredited Investor status with PSPL will be valid for 2 years.

Contact us to Open an Account

Need Assistance? Share your Details and we’ll get back to you

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com