Unit Trust

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Frequently Asked Questions

There are no platform fees, sales charge, or switching fees when you transact online via POEMS. Learn more about zero fees.

Apart from being high-tech, we also understand that some of our customers value high-touch. Thus, despite growing our online channel, we have also maintained our human channels to provide this service to those who need it. A sales charge may be levied as these face-to-face channels are able to give clients financial advisory services.

Below retirement age, a CPF investment cannot be converted into a cash investment. It can only be converted when an investor reaches retirement age and has met the CPF minimum required sum set aside.

For more information regarding transfer in, please refer to our Transfer In page.

Please note that we do not charge any transfer in fees.

Our Excess Funds Management Facility, also known as SMART Park, allows you to park your funds temporarily while you search for investment opportunities. Should you make an investment, any fund uninvested also known as excess funds will be invested on a discretionary basis into Phillip Money Market Fund.

If you have an existing account, you can opt-in to SMART PARK  easily by transferring your funds into SMART Park.

You may also opt-in to SMART Park via MyWealth App. Simply log in to your account, select Smart Series > SMART Park, select an account and click on the Opt-in button.

Alternatively, you may contact your Financial Adviser Representative or our Customer Experience Unit at 6531 1555 for more assistance.

The cut-off time is 3pm on any standard dealing day. If your order is submitted after 3pm or submitted on a non-dealing day, the order will be processed on the next dealing day. Examples of non-dealing days include weekends and public holidays of the fund’s country of origin.

Our Excess Funds Management Facility, also known as SMART Park, allows you to park your funds temporarily while you search for investment opportunities. Should you make an investment, any fund uninvested also known as excess funds will be invested on a discretionary basis into Phillip Money Market Fund.

If you have an existing account, you can opt-in to SMART PARK  easily by transferring your funds into SMART Park.

You may also opt-in to SMART Park via MyWealth App. Simply log in to your account, select Smart Series > SMART Park, select an account and click on the Opt-in button.

Alternatively, you may contact your Financial Adviser Representative or our Customer Experience Unit at 6531 1555 for more assistance.

An individual who is:

  • Above 18 years of age; and
  • Non-U.S. Citizens and non-U.S. Residents

Is eligible to invest in unit trusts.

For cash holdings, settlement will be up to T + 7 business days.

For CPF/SRS (IA Status) holdings, settlement will be T + 5 business days.

“Acc” and “Dis” are abbreviations of the words “Accumulation” and “Distribution”, which denote classes of the fund.

Accumulation funds do not distribute dividends. Instead, all income and interest attributable to this Class will be accumulated and reflected in the price (NAV) of the units of the Class.

Distribution funds distribute dividends either by cash payout or by reinvesting back into the fund. For transactions with Phillip, where distributions are in the form of cash, they will be re-invested to the same fund by default. The dividends will be reinvested in the form of additional units in your relevant holdings. If you want to have the dividends paid out, please fill in this form.

Some funds distribute dividends while some funds do not. Funds that distribute dividends either do so in cash value or units. Dividends issued in cash value can be paid out and credited to your account. If you do not choose for a payout option, the dividends will be re-invested by default.

Dividends that are issued in units will not be received in cash. In this situation, if you require a cash payout, you may sell some or all of these units depending on your requirements.

We have recently developed a new service which is a Dividend Model Portfolio. This is a portfolio of dividend paying funds and was put together by our research team.

Dividend Model Portfolio

Note: The declaration of distribution is at the sole discretion of the Fund Manager and is not guaranteed.