フィリップ証券公式アンバサダー

今年で創業50周年！

ゆうこりんがシンガポールのフィリップキャピタルを訪問！

2024年7月30日（火）、Phillip Japanの公式アンバサダーとして、日本でも幅広い世代に非常に人気のある小倉優子さんを、シンガポールにある本社PhillipCapitalにお迎えいたしました！ 小倉さんは長年、モデル業やタレント業にてメディアに引っ張りだこで、そんな本業の傍ら、日本株やFXを取引されていた1人の個人投資家でもあります。 この度、日本のフィリップ証券（日本橋兜町）でブランドアンバサダーをして下さることになりました。

フィリップ証券公式アンバサダー

小倉 優子

1983年千葉県生まれ。グラビアアイドルとしてデビューし、現在はママタレントとして活躍。パン好きが高じて2009年にパンアドバイザーを取得。三児のママ。料理上手としても有名。本人プロデュースの料理本も大好評。

ゆうこりんが Phillip Capital に潜入！

PhillipCapitalについて知って頂くために、弊社のマネジメントと共にPhillipCapitalについてご紹介しました。 弊社の歴史や提供している商品、また、グループ会社について、会社全体の今後の目標など、優子さんはとても興味深々に耳を傾けてくださった姿が印象に残りました。 その後は、シンガポールで女性に人気！と言えば、ＴＷＧ。 お昼は皆で日本でも人気があるTWGでのランチを楽しみました。 ランチの後は、シンガポール取引所（ＳＧＸ）にて、シンガポールに上場している企業の話や東南アジアの経済、そして今後の投資について、Research ＆Finlit, Equities部のDirector、Emeliaさんからお話がありました。こちらもまた、優子さんにとっては非常に有意義な時間となった様で、たくさん質問をされる姿が見られました。 そしてシンガポールと言えば、やはりマーライオンとマリーナベイサンズ！ということで、優子さんも1日の最後に記念撮影。 撮影の合間にもシンガポールについての質問もいろいろ頂き、シンガポールを気に入って下さったご様子で嬉しく思いました。とても有名な方なのにすごく気さくでお優しくて、一同大感激でした。 シンガポールは常に変わり続ける市場において、投資家の方々にも非常に大きな投資機会となります。東南アジアにまだまだこれから成長していく企業が多く、SGXに上場し、投資家の皆様にとってこれから米国や日本以外にも海外投資に目を向けていく大きなチャンスとなること間違いないでしょう。 世界中の金融市場と繋げることが出来る当社の商品を通じて、皆様の投資のサポートをして参りたいと思います。 フィリップ証券（日本）の記事はこちら 日本語デスクでの口座開設はこちらから

シンガポール58周年の国立記念日でSGDのMMFが5.8%確定！！

Celebrate with

Guaranteed

Return!

*Terms & Conditions Apply

シンガポール58周年の国立記念日を記念し、

8月1~31日の期間限定でSGD MMFの5.8%保証リターン
キャンペーン開催中！！

保証リターン

5.8% 年率

入金額

S$1,000 から

最大リターン

S$50,000 で S$238

シンガポール58周年の国立記念日を記念し、

8月1~31日の期間限定でSGD MMFの5.8%保証リターン キャンペーン開催中！！

保証リターン

5.8% 年率

入金額

S$1,000 から

最大リターン

S$50,000 で S$238

POEMS口座をお持ちの方

加入し、今すぐ入金する

SMART Parkのメリット

ロックイン期間なし いつでもご自由に出金！

当日処理でご登録のシンガポール国内銀行に振り込まれます！ lock 予想値ではなく、実質なリターン 

示された利回りは実質なリターン！

dollar 預かり資産はSGD 1 BILLION 最大^なSGDベースのMMFの一つで、以下質の高い短期的な金融商品が含まれます：

 

信頼性の高い金融機関 皆様のファイナンス・パートナーとして45年以上に渡りサポートさせて頂いております。 lockand arrow

Did you know?

Beyond this promotional period, you can enjoy our prevailing SMART Park rates on a long-term basis. This excess funds management facility lets you grow your idle cash during quiet periods, and gives you the flexibility to trade when you spot a potential investment opportunity!

Learn More >>

Rewards for you

S$68

Cash Credit

Rewards for your

friends & family

Reffer Now>>

Find out more :

poems.com.sg/referral-program

Find out more :

poems.com.sg/referral-program

Frequently Asked Questions

Which are the Account types that are eligible for the promotion?

Individual Cash Plus, Cash Management, Margin, Prepaid, Custodian and UT advisory wrap accounts.

What if I am a Cash Trading or a Share Financing Account holder? Am I eligible for this promotion?

No. Cash Trading and Share Financing Accounts are not eligible for this promotion. You may consider opening an eligible account type or converting your Cash Trading account to a Cash Management Account.

How do I convert my Cash Trading or Share Financing Account to Cash Management Account?

Login to POEMS 2.0 Website > Acct Mgmt > Stocks > Online Forms. Cash Trading Account with existing GIRO facility has to be terminated before we can process the conversion to Cash Management Account.

I have deposited S$10,000 into my Account. Can I use my funds for investment purposes?

Yes. You are allowed to use the funds to trade on POEMS. However, to be eligible for the promotion, only the net balance of deposits at the end of each day of the 30-day period will be calculated for the 5.8% p.a. returns. 

Can I deposit and withdraw within a few days apart, and still be eligible for the promotion?

Only the net balance of deposits at the end of day of the 30-day period will be calculated for the 5.8% p.a. returns.

Am I allowed to make multiple deposits of S$10,000? E.g. S$10,000 for the first deposit and S$15,000 for the second deposit.

Yes, you can make multiple deposits. The 5.8% p.a. returns is calculated on the net balance of each day’s deposit over a 30-day period. The maximum deposit cap to enjoy the 5.8% p.a returns is S$50,000.  

Can I top up more than S$50,000 to SMART Park?

Yes, you can top up more than S$50,000 to SMART Park. Your deposit(s) up to S$50,000 will enjoy 5.8% p.a. returns and excess deposits will earn from SMART Park returns.

How is the 5.8% p.a bonus returns calculated? For example : Client A funded S$50,000 and held a consistent positon of S$50,000 over 30 days.He will get : S$50,000 X [(5.8%/365) X 30] = S$238.35.(Including Phillip Money Market Fund’s actual returns and PSPL’s topping up on the difference). The difference to be made up by Phillip Securities Pte Ltd (PSPL) will be calculated based on the funded amount held by a client in his account each day in 30-day period.  The bonus reward (i.e. difference between 5.8% p.a. and the underlying fund return) will be credited in lump sum to your PSPL trading account as cash bonus within 30 business days after the 30-day period ends. Where do I see SMART Park rates?

SMART Park Rates shown on the website are based on 7-days annualised return with net income and dividends reinvested and calculated on a single pricing basis (NAV/NAV prices). Returns shown are net of fund expenses. Past performance is not necessarily indicative of future performance.

Can I still keep my idle cash in SMART Park after your promotional period?

Yes. You can continue to keep your idle cash in SMART Park to earn better returns and combat inflation.

Can I withdraw all my money?

Yes. You can withdraw your money anytime. However, please note that in order to maximise your returns for the 30-day period which 5.8% p.a. is calculated, we encourage you to keep your deposits in the account to enjoy the maximum returns.

How is the 30-Day Period counted?

The first  day of your 30-day period begins  on the same day when you make your deposit of a minimum of S$1,000 or more during the period from 1 Aug to 31 Aug 2023. Please ensure that you have opted into SMART Park (Excess Funds Management Facility) for your trading account before you make your first  deposit for this promotion. 

To opt in, please log in to www.poems.com.sg > Acct Mgmt > Online Forms > Excess Funds Authorization. 

How do I see my returns from SMART Park?

To view the returns earned: please login to www.poems.com.sg > Acct Mgmt > Stocks > Transaction History > Summary of Portfolio > MMF.

Via POEMS 2 Web :

Login > Acct Mgmt > Stocks > Transaction History > Summarty of Portfolio > MMF

Via Phillip MyWealth

Login > Home > SMART Park banner > View my Cash & Equivalents

Terms & Conditions

Terms & Conditions

Celebrate National Day with 5.8% p.a. Guaranteed Returns! 

1) Promotion Period: 1 Aug 2023 (0000 hrs.) to 31 Aug 2023 (2359hrs.), both dates inclusive. 

2) This promotion is open to all Phillip Securities (PSPL) Customers. 

If you do not have any account with us,  

New Customers :  

  1. a) Trading accounts : 

Please open an account at https://www.poems.com.sg/open-an-account/, opt in and provide your consent to “Excess Funds Management Facility (SMART Park). 

  1. b) Unit Trust Advisory Wrap accounts : 

Please approach our Phillip Investor Centres https://www.phillip.com.sg/sg/investor-centres/ or Find your Specialist https://www.phillip.com.sg/sg/talktophillip/findadviser/ to open UT advisory wrap account. 

Existing Customers: 

  1. c) For trading accounts: Opt in and provide your consent to “Excess Funds Management Facility (SMART Park)”.

Login to www.poems.com.sg > Acct Mgmt > Online Forms > Excess Funds Authorization 

Login > Home > SMART Park banner > Opt in or View my Cash & Equivalents 

  1. d) Fund your account:

Fund your account with S$1,000 or more (capped at S$50,000) to enjoy a 30-day return of 5.8% p.a.  

You can fund your account using any of the payment methods here : https://www.poems.com.sg/payment/ 

3) Eligible account types:  

Individual trading accounts namely, Cash Plus, Cash Management, Prepaid, Custodian, Margin accounts and UT advisory wrap accounts (cash fund source). 

4) For Cash Trading account, please convert to Cash Management account if you wish to opt in to Excess Funds Management Facility. 

For Account Conversion: Please login to www.poems.com.sg with your Cash Trading account login > Acc Mgmt > Online Forms > Account Conversion. 

5) This promotion is for Individual account, Cash fund source and SGD deposits. 

6) How are the 5.8% p.a. guaranteed returns being calculated? 

For Illustration purposes:  

Customer A funded S$50,000 and held a consistent position of S$50,000 over 30 days.  

He will get: S$50,000 X [(5.8%/365) X 30] = S$238.36.  

(Including Phillip Money Market Fund’s actual returns and PSPL’s topping up on the difference). 

The difference to be made up by Phillip Securities Pte Ltd (PSPL) will be calculated based on the net funded amount held by a Customer in his account each day in the 30-day period.  

The returns will be calculated based on a period of 30 days from the date of first deposit of S$1000 or more received in account. 

7) The bonus reward (i.e. difference between 5.8% p.a. and the underlying fund return) will be credited in lump sum to your PSPL account within 30 business days after the 30-day period ends. 

8) The deposit has to be fresh funds.  

Fresh funds refer to cash transferred from the Customer’s bank account, and does not include funds transferred within PSPL accounts, cash dividends, sales proceeds or account credit transactions. 

9) Only the net balance of new deposits at the end of each day in the 30-day period will be calculated for the Guaranteed 5.8% p.a. returns.  

10) Any withdrawal or settlement using the deposited funds during the 30-day period will be excluded from our calculations. 

11) The first day of your 30-day period begins on the same day when you make your deposit of a minimum of S$1,000 or more during the period from 1 Aug to 31 Aug 2023. Please ensure that you have opted into SMART Park (Excess Funds Management Facility) for your trading account before you make your first deposit for this promotion. 

12) The bonus reward (i.e. difference between 5.8% p.a. and the underlying fund return) will be paid out in SGD. 

13) All fresh funds have to be deposited by 31 Aug 2023 to be eligible for this promotion. 

14) The Customer must be at least 18 years of age and not a US Person (an individual who is a US Citizen or US resident). 

15) Each Customer is only eligible for one bonus reward in one of the accounts. 

16) If a Customer has more than 1 PSPL accounts, the account first funded with S$1,000 or more (1 lump sum) will be considered to be eligible for the bonus reward. 

17) In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final. 

18) Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the reward; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and / or deletions when effected, or (ii) vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants. 

19) The following persons are not eligible to participate in those promotions unless approved by the management of Phillip Securities Pte Ltd (“PSPL”): 

    i) PSPL institutional Customers and corporate Customers 

   ii) PSPL Account holders whose Accounts have been suspended, cancelled or terminated

  iii) Joint Account holders 

  iv) Customers who engage the services of a representative from an external provider (B2B)

20) By taking part in this campaign, the participant acknowledges that he / she has read and consented to these Terms & Conditions. 

21) This advertisement has not been reviewed by the Monetary Authority of Singapore. 

22) By Submitting the form you give consent to use your personel data, as mentioned on the following url: https://www.poems.com.sg/consent-to-use-of-your-personal-data/

口座開設のお問い合わせ

サポートが必要ですか？詳細をお聞かせください。

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