Frequently Asked Questions

Unit Trust

 How do I opt-in for SMART Park/Money Market Fund (Excess Funds Facility)?


Phillip’s Excess Funds Management Facility, also known as SMART Park, allows you to park your money while waiting for investment opportunities. The excess funds will be invested on a discretionary basis into Phillip Money Market Fund.

Opt-In on POEMS

If you would like to opt-in online using another device, kindly follow this path to opt-in:
Login -> Acct Mgmt (Account Management tab) -> Stocks tab -> Online Forms -> Excess Fund Authorization

Alternatively, you may contact your Financial Advisor or our call centre at 6531 1555 for more assistance.


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