ID: @349vshmi
Introducing our Phillip Bonds Private Client (PBPC)
Client Recognition Programme
Here at Phillip Bonds, we recognize and greatly appreciate the continued support from our valued clients. To thank our clients, we are introducing this programme to recognise and reward them with an array of exclusive events and gifts. Gain access to investment webinars, networking engagements, client appreciation events, invites to private seminars, even birthday privileges and more!
PBPC Tiers
1. Premium
Special new experiences and events, exclusively for our valued clients.
Qualifying criteria: minimum 12 wholesale bond transactions and a minimum accumulated trade volume of
SGD3,000,000 within the calendar year.
Let’s take it up a notch – achieve next level status and unlock an even greater variety and quality of experience.
2. Privilege
There is no shortage of benefits for our highly valued clients – it’s only fair we match your dedication in return.
More benefits and perks await in this tier.
Qualifying criteria: minimum 24 wholesale bond transactions and a minimum accumulated trade
volume of SGD6,000,000 within the calendar year.
3. Prestige
Unlock our most exclusive and elevated experience, and enjoy ultimate benefits and perks, only available
to our most distinguished clients.
Qualifying criteria: minimum 36 wholesale bond transactions and a minimum accumulated trade volume
of SGD9,000,000 within the calendar year.
At A Glance: Qualifying Criteria for Tiers
| Client Tiers | Premium | Privilege | Prestige |
|---|---|---|---|
| Minimum Transactions | 12 | 24 | 36 |
| Minimum Traded Volume | SDG 3,000,000 | SDG 6,000,000 | SDG 9,000,000 |
We greatly appreciate your continued support.
Bond with us!
Terms and conditions – We reserve the right to terminate or otherwise amend and change this program at any time without prior notice at its sole and absolute discretion.
Brought to you exclusively by Phillip Bonds
How It Works
- Satisfy the qualifying criteria for each tier in a calendar year to qualify for the following year’s privileges. E.g. a client who traded 12 wholesale bond transactions with minimum trade volume of SGD3,000,000 in 2022 would qualify for the Premium Tier in 2023.
- Transaction count is based on the trade settlement within the same calendar year only for the particular trading account. Transaction count or volume cannot be accumulated across different trading accounts.
- Automatic enrolment into the PBPC Recognition Programme according to the qualifying tiers upon fulfilment of aforementioned criteria.
- Each PBPC membership will last for the particular calendar year qualified for.
Start your Fixed Income journey
with us today!
Disclaimer:
This website is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment products mentioned herein. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.
Investments are subject to investment risks including the possible loss of the principal amount invested. Past performance figures as well as any projection or forecast used in this publication, are not necessarily indicative of future or likely performance of any securities. You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement. This advertisement has not been reviewed by the Monetary Authority of Singapore
