Frequently Asked Questions

Information Sheets

Cash Plus Account

Cash Plus Account Information Sheet

Cash Management (KC) Account

Phillip Cash Management Account (KC) Information Sheet

Prepaid (CC) Account

Phillip Investment Account - Prepaid (CC) Information Sheet

Custodian (C) Account

Phillip Investment Account - Custodian (C) Information Sheet

Margin (M) Account

New Phillip Investment Account - Margin (M) Information Sheet (Effective from 19 July 2019)

Phillip Investment Account - Margin (M) Information Sheet

Share Financing (V) Account

Share Financing Account (V) Information Sheet

Share Builders Plan (SBP)

Share Builders Plan (SBP) Information Sheet

Securities Borrowing Services

Securities Borrowing Services Information Sheet

Securities Lending Services

Securities Lending Services Information Sheet

Securities Advisory Service

Securities Advisory Service Information Sheet

Managed Account Services

Managed Account Services Information Sheets

Contracts for Differences

Contracts for Differences Information Sheet

Unit Trust Wrap

Unit Trust Wrap