Frequently Asked Questions
Accredited Investor
What are the wholesale bonds that I can access?
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.
Other faq that might help you
- Do I need to qualify as an accredited investor to purchase wholesale bonds, restricted unit trust, universal life policies, and participate in legacy planning?
- What restricted unit trust funds do you offer?
- What universal life policies and legacy planning do you offer?
- How do I opt-in to be an accredited investor?
- Are financial assets held with other financial institutions (FIs) in Singapore taken into consideration when computing total asset value?
- What do “Related liabilities” in the financial assets of the definition of AI refer to?
- What does “Primary residence” referred to?
- I have a joint account. I am qualified to declare as an AI but the other account holder is not qualified. How can my joint account be eligible to trade AI products?
- An AI includes “a corporation the entire share capital of which is owned by one or more persons, all of whom are accredited investors”. Does the requirement for the entire share capital of the corporation to be owned by AIs apply to the immediate owners of the client, or does it apply to the ultimate owners of the client?
- Can an existing AI withdraw consent and choose not to be treated as AI?
- I am an Accredited Investor with the bank/another broker, do I need to opt-in as an AI with PSPL?
- How do I qualify as an Accredited Investor using Net Personal Assets?
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