Securities Advisory Service

Securities Advisory Service gives you:

  • Bespoke investment advice from your investment specialist
  • Control – your specialist places trades for you only upon your confirmation
  • Lower brokerage charges compared to standard broker-assisted rates
  • Access to local and foreign stock markets

With Securities Advisory Service, you will receive professional advice on stock investments from your Representative. He/She will recommend stocks and assist to place trades for you upon your confirmation.

A suitability analysis will also be performed to understand your investment objectives, financial situation, particular needs and risk tolerance. This service would be suitable for investors with high risk preference.

Your representative would be selecting from Stocks and ETFs from more than 23 global exchanges. What’s more? You can enjoy our excess fund facility.

  • Phillip SING Income ETF – The easier way to gain access to high quality SG Stocks
  • Phillip Money Market Fund -allows your excess funds to work harder for you while waiting for your next investment.

Are you a busy professional who sees value in receiving stock picks and trade execution services from an investment specialist for a monthly fee?

If your answer is YES, Securities Advisory Service might be the right service for you! Speak to your/an investment specialist NOW!

Rates and Charges

Minimum Investment Amount:S$25,000 (cash/ stocks equivalent)
Commission rate:0.12% (min S$10) for Singapore Shares;
From US$20 Flat for U.S. Shares;
0.18% (HK$80) for Hong Kong Shares;
(For other markets, please speak to your representative)
Advisory Fee:1.25% p.a.

Contact Us

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