Phillip@Work

Bringing Financial Literacy to your Workplace

Phillip@Work

Phillip@Work

Phillip@Work is a program specifically designed for participating company partners and employees. With our wide array of products and services and dedicated team of financial professionals, we serve to enable you to make informed decision in your financial planning and investment at the convenience of your workplace.

Who is it for?

For Employers

  • Complement your existing employee benefit schemes with Phillip@Work through financial knowledge and investing platforms
  • Engage your employees while we organize financial seminars and events at your office premises
  • Appoint our dedicated team of specialists to handle your company’s Employee Share Options Scheme (ESOS)*

For Employees

  • Enjoy free financial talks and events at your office premises
  • Receive ongoing support and guidance on your investments
  • Enjoy special promotions or rebates when you sign up on the spot
  • Access to our award-winning trading platforms and educational resources

What is in it for you?

1. Ongoing Assistance from Financial Professionals

Dedicated Relationship Manager and support teams will provide personalized guidance for your investment and planning needs through PhillipCapital. While you are busy with your work and daily life, we also have professional Portfolio Managers who can actively manage your personal securities portfolio.

2. Suite of Products & Services

With our range of quality and innovative financial products and services, we offer you a variety of options in Investments, savings, protection, financial education and financing.

3. Financial Education

With an array of financial topics conducted by product specialists and market experts, you can be equipped with basic to advanced investing knowledge and trading techniques. Find any interesting seminar topic? We can bring speakers experienced and well-versed to your workplace.

In addition, you can enjoy priority invitation to our investment seminars that are regularly conducted at our Phillip Investor Centres to help you make better financial decisions.

Register for a variety of seminars conducted at Phillip Investor Centres here.

4. Privileges

Enjoy exclusive privileges such as preferential rates when you sign up for our suite of products and services. We also run thematic promotions on selected products, including Unit Trust, Insurance, and Managed Account Services that are only applicable to Phillip@Work employees.

Brokerage Enjoy promotional rates of 0.12% or min. S$10 when you trade in selected Markets
Share Builders Plan Enjoy up to S$36 SBP credit rebates when you subscribe SBP/ Junior SBP
Unit Trusts Entitled to 0% sales charge for all online trades
Managed Account Services Receive S$15 shopping vouchers for every multiple of S$10,000
Life Insurance Receive up to S$80 shopping vouchers when you purchase any insurance plan
Terms & Conditions apply.

5. Convenience – Just Within Your Neighborhood

With 11 Phillip Investor Centres strategically located around Singapore, we bring financial expertise to your doorstep whether you are in the office or at home. Visit us at our Phillip Investor Centre, where we conduct monthly complimentary financial seminars for the public. Our friendly Consultants and Dealers will be happy to offer holistic advice on your financial portfolio while you are there.


Contact Us

Like what you read? Call us at 6531 1551 or email us at phillipatwork@phillip.com.sg today to partner with us through Phillip@Work.

Contact us to Open an Account

Need Assistance? Share your Details and we’ll get back to you

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