Receive up to S$200* Cash Credit

When you invest in UOBAM ETFs with your SRS

Plan your Retirement & Enjoy Tax Relief!

Open Account
Invest Now

Receive up to S$200* Cash Credit when you invest in UOBAM ETFs with your SRS

Plan your Retirement & Enjoy Tax Relief!

Open Account
Invest Now

Why UOB Asset Management (UOBAM) for ETFs?

  • UOBAM is one of Asia's leading asset managers, managing over S$35.3 billion in assets as of September 2024.
  • With a presence in 9 Asian markets, including 6 in ASEAN, UOBAM leverages its onshore capabilities to provide investors with unique insights into the region’s investment landscape.
  • Investors benefit from UOBAM’s diverse network of fund managers, analysts, and partners across major Asian markets, including Singapore, China, Malaysia, Indonesia, Taiwan, Thailand, and Vietnam.

List of Qualifying UOB ETFs Products:

Why invest in United SSE 50 China ETF? (JK8)
The SSE 50 index is composed of the 50 most sizable and liquid stocks listed on the SSE, and is widely acknowledged and cited as a gauge of the China A-Shares market. Its objective is to mirror the performance of prominent, high-quality, and impactful large firms operating on the SSE.
Why invest in UOB APAC Green REIT ETF? (SGD: GRN, USD: GRE)
This fund offers the potential for both profit and capital appreciation. It aims to promote real estate operational and management practices focused on reducing carbon and other greenhouse gas emissions. The index includes 50 REITs with higher yields, listed within the region, that demonstrate comparatively superior environmental performance, as assessed by GRESB's real estate evaluation standards. Additionally, all selected REITs meet the minimum liquidity criteria.
Why invest in UOBAM PingAn Chinext ETF? (SGD: CXS, USD: CXU)
Take advantage of the growth prospects presented by China's 14th five-year plan, which aims to enhance the sustainability of economic expansion and improve the standard of living for its populace. Technological advancement, environmentally friendly energy sources and the welfare of its citizens, as well as certain industries that are positioned to benefit from the supportive policy environment. The ChiNext Index covers a broad spectrum of pioneering companies and industries that have the potential to capitalise on the realisation of these megatrends in the future. You can now gain exposure to Chinext Market which is less accessible to foreign retail investors!
Why invest in United SSE 50 China ETF? (JK8)
The SSE 50 index is composed of the 50 most sizable and liquid stocks listed on the SSE, and is widely acknowledged and cited as a gauge of the China A-Shares market. Its objective is to mirror the performance of prominent, high-quality, and impactful large firms operating on the SSE.
Why invest in UOB APAC Green REIT ETF? (SGD: GRN, USD: GRE)
The fund has the potential to provide both profit and capital appreciation. It strives to promote real estate operational and management methodologies targeted at reducing carbon and other greenhouse gas emissions. The index picks and includes 50 REITs with higher yields that are listed in the region and exhibit comparatively superior environmental performance as determined by GRESB's real estate evaluation. Additionally, they meet the minimum liquidity criteria.
Why invest in UOBAM PingAn Chinext ETF? (SGD: CXS, USD: CXU)
Take advantage of the growth prospects presented by China's 14th five-year plan, which aims to enhance the sustainability of economic expansion and improve the standard of living for its populace. Technological advancement, environmentally friendly energy sources and the welfare of its citizens, as well as certain industries that are positioned to benefit from the supportive policy environment. The ChiNext Index covers a broad spectrum of pioneering companies and industries that have the potential to capitalise on the realisation of these megatrends in the future. You can now gain exposure to Chinext Market which is less accessible to foreign retail investors!
Trade United SSE 50 China ETF (JK8)
Trade UOB APAC Green REIT ETF (SGD: GRN)
Trade UOB APAC Green REIT ETF (USD: GRE)
Trade UOBAM PingAn Chinext ETF (SGD: CXS)
Trade UOBAM PingAn Chinext ETF (USD: CXU)

Don't miss out!

Be one of the first 100 Eligible Customers to receive the Cash Credit!

RewardRequirement

S$20

Cash Credit

Invest S$1,000 in UOBAM ETFs with SRS to earn S$20,

up to a maximum of S$200 per Customer.

Have a SRS Account but New to POEMS? 

  1. Open a POEMS Account
  2. Once your POEMS Account is successfully opened, login to POEMS 2.0. 
  3. Go to “My Settings” > “My Account”. 
  4. Complete the details under “Bank A/C Information”. 

Existing Customer but no SRS Account?

  1. Open a SRS account with one of the 3 bank operators:
  2. Once your SRS Account is successfully opened, login to POEMS 2.0.
  3. Go to “My Settings” > “My Account”. 
  4. Complete the details under “Bank A/C Information”

Enjoy the Best of Both Worlds!

Invest with SRS to Unlock Potential Positive Returns & Enjoy Tax Savings

Contributions to SRS accounts only earn 0.05% when kept idle in banks. Investing your SRS funds is an effective way to put your money to work and potentially build wealth. Take advantage of this opportunity to strategically plan for your retirement.

 

Benefits of Investing Through Your SRS Account:

  • Gain tax savings on every dollar saved into the account
  • Accumulate tax-free returns from your SRS investments
  • Enjoy the flexibility to invest in diverse assets, boosting your retirement savings
  • Access your funds anytime 
  • Receive a 50% tax concession on withdrawals

 

For more information about how SRS gives you tax savings, please refer here.

Frequently Asked Questions

Cash Plus, Cash Management, Margin, Custodian, and Share Financing Accounts.

No. Cash Trading 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.

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 to a Cash Management Account.

The Cash Credit will be credited to the Customers’ eligible POEMS Accounts by the end of January 2025. 

Terms and Conditions

  1. This promotion is valid from 19 November 2024 to 31 December 2024, both dates inclusive. 
  2. This promotion is open to all new and existing Customers of Phillip Securities Pte Ltd (“PSPL”). 
  3. Qualifying Account types for this promotion:
    • Cash Plus
    • Cash Management
    • Margin
    • Custodian
    • Share Financing
  4. Eligible Customer will receive S$20 Cash Credit for every S$1,000 invested successfully in UOBAM ETFs with SRS, up to a maximum of S$200 per Customer. 
  5. Qualifying UOBAM ETFs Products:
    • United SSE 50 China ETF (JK8)
    • UOB APAC Green REIT ETF (SGD: GRN)
    • UOB APAC Green REIT ETF (USD: GRE)
    • UOBAM PingAn Chinext ETF (SGD: CXS)
    • UOBAM PingAn Chinext ETF (USD: CXU)
  6. This promotion is only limited to the first 100 eligible PSPL Customers who fulfilled the requirements within the promotion period. 
  7. The Cash Credit reward/s will be credited to eligible Customers’ POEMS Account by the end of January 2025. 
  8. The following Customers are NOT eligible for this promotion unless approved by the management of PSPL:
    • Corporate Accounts and Joint Account holders
    • All employees of PSPL’s entities and its partners (e.g., trading representatives, financial advisors) and their immediate families (e.g., spouse and children).
  9. By taking part in the promotion, you agree and consent to PSPL sending relevant information to third-party service providers to facilitate the delivery and redemption of the Rewards.
  10. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
  11. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the prize; 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.
  12. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Disclaimer

This advertisement is intended for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell any investment products mentioned herein. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs.
Investments are subject to investment risks including the possible loss of the principal amount invested. The value of any investments and the income from them may fall as well as rise. The risk of loss in leveraged trading can be substantial and you could lose in excess of your initial funds.
You may wish to obtain advice from a financial adviser before investing in any investment products mentioned herein. In the event that you choose not to obtain advice from a financial adviser, you should consider whether the investment product is suitable for you. You are advised to read the trading account Terms & Conditions and Risk Disclosure Statement before trading in investment products.


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