Frequently Asked Questions

Unit Trust

 How do I apply for Unit Trust RSP and when will my Unit Trust RSP be effective?

You can apply online via POEMS or visit any of our Phillip Investor Centres.

For online applications via POEMS, kindly follow these steps:

Login to POEMS > Acct Mgmt > Regular Savings Plan (RSP) > Unit Trust RSP > Investment Instruction > Apply Plan

For new Unit Trust RSP application, the plan will commence only when the GIRO Linkage Application has been received by Phillip Securities Pte Ltd (PSPL), and approved by the respective banks. For non-cash RSP, there must be CPFOA/SA/SRS details tagged to your account.

Note: Applications received will take up to 30 business days to come into effect.

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