Bonds Trading

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

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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