Embrace the spirit of patriotism this National Day with our exciting offer!

From 10 July 2023 to 30 August 2023, both dates inclusive, receive up to * in rewards, when you join our “Uniquely Singapore” campaign and invest in selected UOB AM funds!

 

How to participate:

For every S$10,000 you invest in selected UOB AM funds during the campaign period, we’ll reward you with $10*. And the fun doesn’t stop there! You can earn up to $200 per selected fund. Don’t miss out on this amazing opportunity to boost your investments and enjoy the rewards!

*in the form of bonus units or shopping vouchers

 

Receive more rewards by investing more!

The rule is simple: Take advantage of this opportunity to potentially enhance the growth of your investments and witness their progression over time!

 

Discover the Power of Bond Funds

 

Understanding the Risks

Don’t miss out on this exciting opportunity to celebrate Singapore’s success and grow your wealth simultaneously.

 

Join our events to find out more about Bond Funds!

In recent times, financial news headlines have been dominated by a surge in AI related stocks reaching all-time highs. As a result, the S&P 500 has outperformed major indices (including CSI 300 and STI) year-to-date in SGD terms.

On the other hand, the Chinese markets have disappointed many as the consumption story that started the year has dissipated, and the latest retail numbers have begun its decline.

So, how should we approach 2H2023? Should we continue to consider fixed deposits and treasury bills as means to grow our wealth?

Join us as we delve into the opportunities and discuss how you can take advantage of them.

Register for the event here!

 

Date/Time Title Venue
11 Jul, Tue
12:00pm-01:00pm
Grow your wealth with UOB Asset Management

Edward Pye | Vice President of Intermediary Sales | UOB Asset Management & Ronald Ng | Vice President of Intermediary Sales | UOB Asset Management

250 North Bridge Road #06-00 Raffles City Tower, Presentation Room
18 Jul, Tue
03:00pm-04:00pm
Grow your wealth with UOB Asset Management

Edward Pye | Vice President of Intermediary Sales | UOB Asset Management & Ronald Ng | Vice President of Intermediary Sales | UOB Asset Management

Webinar
27 Jul, Thu
06:00pm-07:00pm
Grow your wealth with UOB Asset Management

Edward Pye | Vice President of Intermediary Sales | UOB Asset Management & Ronald Ng | Vice President of Intermediary Sales | UOB Asset Management

Toa Payoh – Phillip Investor Centre
2 Aug, Thu
03:00pm-04:00pm
Grow your wealth with UOB Asset Management

Edward Pye | Vice President of Intermediary Sales | UOB Asset Management & Ronald Ng | Vice President of Intermediary Sales | UOB Asset Management

Webinar

 

 

Find Us to Know More

 

Visit our Phillip Investor Centre nearest to you. Our knowledgeable advisors will be delighted to assist you for your investment goals.

 

Frequently Asked Questions

  1. Which Account types are eligible for this promotion?

    Individual Cash Plus, Cash Management, Margin, Prepaid, and Custodian Accounts are eligible for the promotion.

  2. I am not a Singaporean, am I still eligible for this promotion?

    No, the promotion is only eligible for Singapore Citizens, Permanent Residents or foreigners/expatriates who hold a valid Employment Pass, Work Permit, Dependent Pass issued by Ministry of Manpower or Student Pass issued by Ministry of Education.

  3. I have a combined gross invested value of S$10,000 across the three selected funds during the campaign period (10 July 2023 to 30 August 2023). Am I eligible to receive the S$10 bonus units or voucher(s)?

    No, you will be eligible for the S$10 bonus units or voucher for very S$10,000 invested in each selected fund, for up to S$200. You will receive the reward within 65 days from the end of campaign date.

  4. I have a joint account. Will both account holders receive the promotion?

    No. The reward is only entitled to one (1) customer, and it will be issued to the main account holder.

  5. Am I still eligible for the promotion if I am a Cash Trading or a Share Financing Account Holder?

    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.

  6. 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 are able to process the conversion of your existing Cash Trading or Share Financing Account to a Cash Management Account.

  7. Will I still be eligible for the reward if I meet the S$10,000 minimum gross invested value, but have sold away the funds before the 60 days holding period?

    No. Customers who do not meet the 60 calendar days holding period will automatically be withdrawn from the campaign.

  8. Am I allowed to invest in the selected UOB AM funds in separate batches? E.g. S$12,000 for the first purchase and S$8,000 thereafter for the second purchase.

    Yes. You are allowed to purchase a in separate purchases as long as it is within the promotion period. However, you will only receive a maximum of S$200 worth of bonus units or shopping vouchers per selected fund.

  9. Can I still keep my funds invested in the selected UOB AM funds after the promotion?

    Yes. You can continue to keep your funds to earn better returns to combat inflation.

  10. Can I withdraw all my funds after the promotion?

    Yes. You can withdraw your money anytime. However, please note that in order to be eligible for this promotion, you need to fulfill the 60 calendar days holding period requirement.

  11. How is the 60 day holding period counted?

    The 60 calendar days holding period will begin from the date of last purchase. Upon fulfilling this, customers will receive the reward of S$10 bonus units or voucher up to S$200 per participating fund invested.

 

Terms and Conditions

 

  1. Campaign Terms and Conditions
    Definition

    1. Promotion Period” refers to the period from 10 July 2023 till 30 August 2023, both dates inclusive.
    2. Uniquely Singapore” refers to joint campaign between Phillip Investor Centre and UOB Asset Management that customers can participate in the Promotion
    3. Promotion” refers to the S$10 bonus units or voucher that the qualified customer can receive with every S$10,000 invested in selected UOB AM funds, up to S$200 per selected fund and complete the criteria as detailed in the table below within promotion period

       

      Promotion
      Eligible Account Selected UOB AM Funds (“Participating Fund”) Holding Period Reward
      POEMS Account

      (Cash Plus or Cash Management, Margin, Prepaid or Custodian Account)

       

      i. United SGD Fund

      ii. United Singapore Bond

      iii. United Smart Sustainable Singapore Bond

      iv. United Singapore Growth Fund

      60 calendar days  

      S$10 bonus units

      (up to S$200 per selected fund)

      with every S$10,000 invested

      via cash subscription

      OR

      S$10* vouchers

      (up to S$200 per selected fund)

      with every S$10,000 invested

      via CPFIA or SRS subscription

       

      *Bonus units and vouchers will only be qualified for crediting upon completion of the 60 calendar day lock in period

      *Bonus units or vouchers will be credited and distributed respectively within 65 calendar days from end of campaign date

    4. POEMS Account” refers to Cash Plus or Cash Management, Margin, Prepaid or Custodian Account.
    5. PSPL” refers to Phillip Securities Pte Ltd
    6. PIC” refers to Phillip Investor Centre, a department under PSPL
    7. Participating Branches” refers to the selected Phillip Investor Centre for this Promotion
    8. Holding Period” refers to the 60 calendar days period to keep funds in the account with no withdrawal of funds during this period.
    9. Eligible Customer” refers to new customers who create a POEMS Account and existing customers who have a POEMS Account, and complete the respective Promotion criteria during the Promotion Period.
    10. Non-Eligible Customer” refers to customers shall not qualify for the Promotion unless approved by the management of Phillip Securities Pte Ltd (“PSPL”)
      (10.1) Customers who do not have a POEMS Account namely (Cash Plus or Cash Management, Margin, Prepaid or Custodian Account)
      (10.2) Customers who’s Accounts have been suspended, canceled or terminated.
      (10.3) PSPL institutional Customers and corporate Customers.
    11. By taking part in this campaign, the participant acknowledges that he / she has read and consented to these Terms & Conditions.
    12. This advertisement has not been reviewed by the Monetary Authority of Singapore.
  2. General Terms and Conditions
    1. By participating in the Promotion, each Eligible Customer is deemed to have accepted and agreed to be bound by these terms and conditions and any other instructions, terms and conditions that PSPL may issue from time to time.
    2. PSPL assumes no responsibility for incomplete, lost, late, damaged, illegible or misdirected forms or email communication, for technical hardware or software failures of any kind, lost or unavailable network connections, or failed incomplete, distorted or delayed electronic transmission which may limit a Eligible Customer’s ability to participate in the Promotion.
    3. PSPL has the sole and absolute discretion to exclude any Eligible Customers from participating in the Promotion without any obligation to furnish notice and/or reason.
    4. PSPL reserves the right to disqualify or disregard any Eligible Customer who does not comply with the terms and conditions.
    5. PSPL may at its discretion forfeit the Promotion, or, if already awarded, reclaim the Promotion at the expense of the Eligible Customer without payment, compensation, or having to give any reason whatsoever in the event PSPL subsequently discovers that the Eligible Customer is not eligible to participate in the Promotion and/or to receive the Promotion.
    6. PSPL reserves the right to replace any Promotion with items of similar value at any time without prior notice.
    7. PSPL shall not be liable for any loss of, damage to, defects, delay, mis-delivery or non-delivery of the Promotion.
    8. PSPL reserves the right to deal with any unclaimed Promotion in any manner it deems fit.
    9. PSPL reserves the right to request for the Eligible Customers’ proof of eligibility, identity and/or otherwise for the purposes of verifying the Eligible Customers’ claim to the Promotion at the time of collection.
    10. PSPL is under no obligation whatsoever to disclose the identity of the Eligible Customers or to publish the same for any reason at any point of time.
    11. The Promotion is non-transferable, not exchangeable for cash, credit or any other items of equivalent value.
    12. By participating in this Promotion, each Eligible Customer agrees and consents to the collection, use and disclosure of any and all personal data of the Eligible Customer by PSPL and its advertising and promotional agencies for the purpose of administering and/or publicizing the Promotion, and providing the Eligible Customer with marketing, advertising and promotional information or materials relating to the products and services that PSPL offers.
    13. PSPL may at any time at its absolute discretion, without prior notice or assigning any reason thereof or being liable to any person,

      suspend, cancel or terminate the Promotion, or
      delete, vary, supplement, amend, modify any one or more of the terms and conditions of the Promotion.

    14. PSPL’s determination of all matters in connection with the Promotion shall be final, binding and conclusive.
    15. PSPL is not obliged to give any reason or prior notice on any matter concerning the Promotion Period or the Promotion. No appeal, correspondence or claims will be entertained. PSPL has the right and discretion to determine whether a party has met the requirements of the Promotion and/or to redeem the Promotion. Eligible Customers shall not be entitled to any damages or compensation whatsoever or howsoever arising as a result of such amendment, suspension or termination.
    16. By participating in the Promotion, all Eligible Customers agree and undertake to, at all times, indemnify, keep indemnified, and hold PSPL, its employees and agents harmless against all losses (including direct, indirect, incidental and/or consequential losses), damages (including general, special, and/or punitive damages), demands, injuries (other than personal injury caused by PSPL‘s negligence), claims, costs, penalties, interest and fees (including all legal fees as between solicitor and Customer or otherwise on a full indemnity basis whether or not incurred in respect of any real, anticipated, or threatened legal proceedings), howsoever caused by, arising or resulting from, whether directly or indirectly, their participation in the Promotion, acceptance or usage of the Promotion, and/or any breach or purported breach of these terms and conditions and/or any applicable law.
    17. PSPL makes no warranty or representation as to the quality, merchantability or fitness for purpose of the merchants’ goods and services in respect of the Promotion. Any dispute about the same must be resolved directly with the Merchant. The Merchant Terms and Conditions apply.
    18. In the event of any inconsistency or discrepancy between the terms and conditions and the contents of any brochure, marketing and/or promotional materials relating to the Promotion, these terms and conditions shall prevail.
    19. Any trademarks, graphic symbols, logos or intellectual property contained in any materials used in connection with this Promotion, in particular the Promotion, are the property of their respective owners. PSPL is not affiliated with, or endorsed or sponsored by, such owners and their relevant affiliates.
    20. Failure by PSPL to exercise any of its right or remedy under these Terms and Conditions does not constitute a waiver of that right or remedy.
    21. The Terms and Conditions shall be governed by Singapore law and the Eligible Customers agree to submit to the exclusive jurisdiction of the courts of Singapore.
    22. A person who is not a party to any agreement governed by these terms and conditions shall have no right under the Contracts (Right of Third Parties) Act 2001 to enforce any of these terms and conditions.
    23. In case of dispute, the decision of PSPL shall be final.
    24. PSPL, its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion.
    25. The Eligible Customer understands that he/she is entitled to withdraw his/her consent for the collection, use and disclosure of his/her personal data by notifying the Data Protection Officer (“DPO” ) of in writing. The Eligible Customer also understands that by withdrawing his/her consent may mean that PSPL is unable to proceed with the respective Promotion Redemption.
    26. PSPL reserves the right at any time in its absolute discretion to

      (1) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and Eligible terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to

      (2) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion are final and binding on all customers.

    27. By taking part in this campaign, the customer acknowledges that he / she has read and consented to these Terms & Conditions.
    28. This campaign will be valid from 10 July 2023 until 30 August 2023, both dates inclusive.
    29. Only Customers who registered with PIC or PIC Representatives at the following participating branches are eligible for this promotion:
      (1) Ang Mo Kio

      (2) Bukit Batok

      (3) Boon Keng

      (4) Marine Parade

      (5) Holland Drive

      (6) Jurong West

      (7) Northpoint City

      (8) Raffles City

      (9) Raffles Place

      (10) Toa Payoh

 

Important Notes

This promotion is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell the investment product mentioned. It does not have any regard to your specific investment objectives, health, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.

Investments are subject to investment risks including the possible loss of the principal amount invested. Past performance figures as well as any projection or forecast used in this publication, are not necessarily indicative of future or likely performance of any securities.You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement.Though effort has been made to provide complete information, Phillip Securities Pte Ltd assumes no liability for the completeness of the information provided here.

Information is correct as of 1 June 2023.

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

 

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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