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Phillip Unit Trust Year-End Promotion

Home / Blog / Phillip Unit Trust Year-End Promotion

 

Hi Community,

Please be informed that there will be a year-end Unit Trust promotion for selected funds from Our Phillip Suite of Funds. The promotion includes Lump Sum investments, refer-a-friend bonus, and Regular Savings Plan (RSP). Promotion starts on 6th Nov and ends on 31st Dec.

It's the end of an eventful 2017 and the holiday season is approaching. This year-end, we are giving you 3 ways to receive cash rewards when you invest in Our Phillip Suite of Funds. The promotion funds are:

 

Phillip Asia Pacific Growth Fund
Phillip Singapore Real Estate Investment Fund (all share classes included)
Phillip Income Fund

 

Year End Promotion - 3 Ways for you to Receive Cash Rewards! *

 

1. Receive up to S$500 Cash for your Investment* 

Invest in any of the promotion funds to qualify for the various tiers and respective rewards!

 

 

 

2. Bonus Reward: Refer a friend and receive S$10 each!* 

Step 1: Invest in the promotion funds 
Step 2: Tell a friend about this promotion
Step 3: Your friend invests and informs PSPL about the referral

How should you inform us about the referral? 
If you have been referred ("the referree"), please email your own and your referrer's Full Name and Account Number to unittrust@phillip.com.sg for both of you to receive the reward.
It's simple and easy!

 

3. Subscribe to a Regular Savings Plan (RSP) and receive S$30* 

Receive $5 each month for 6 months when you subscribe to an RSP of any of the promotion funds!

3 Easy Steps to subscribe to RSP
Step 1: Login to POEMS
Step 2: Click "Acct Mgmt" (Account Management tab) > "Regular Savings Plan (RSP)"
Step 3: Search for fund and apply for RSP

A minimum RSP subscription of $200 is required to qualify for the RSP promotion.


 

Receive these rewards for a limited time period!

Promotion runs from 1 November to 31 December 2017. Ready to invest?
Click on "Factsheet" to find out more about each fund.

 

Phillip Asia Pacific Growth Fund Factsheet

Phillip Singapore Real Estate Investment Fund Factsheet

Phillip Income Fund  Factsheet 

 

Opt in for Phillip's Excess Funds Facility

The cash rewards will be credited for clients' accounts under the Excess Funds Facility. Clients must be opted in to the parking facility to be eligible for the promotion.

 

 

About Phillip's Excess Funds Facility
The excess funds facility manages your idle cash into a Money Market Fund. Let Phillip help you maximize your investment opportunities!

- Fast and simple online transfer & withdrawal
- No sales charge or administrative fees
- No lock-in period
- The largest^ retail SGD Money Market Fund in the market

^Based on Total Net Assets (TNA) figures reflected in FundSingapore.com

 

Interest earned:

SGD 0.80% p.a.  
USD 0.91% p.a.

 

Rates updated as of 23 October 2017, based on 1-year rolling return, NAV/NAV prices. Past performance is not necessarily indicative of future performance. Click here to find out more about Money Market Fund.

 

 

 

 

* Please read our Disclaimer

Terms & Conditions:

- This promotion is valid from 6 November 2017 to 31 December 2017. To be eligible for this promotion, orders must be placed before 3:00PM on 29 December 2017 (Friday).
- Cash, cheque, and internet payments must reach PSPL by 3:00PM on 3 January 2018.
- Clients must opt in for Phillip's Excess Funds Facility as all rewards will be credited under the Excess Funds Facility in clients' accounts ("the reward"). Clients must thus grant excess fund authorization to be eligible for the promotion.
- Only new Cash purchases, and/or switch buy from cash account facilities and external switch-in are eligible for the promotion. Internal switching from other PCM funds and transfers-in will not be eligible.
- Existing Unit Trust holdings maintained with PSPL (including Regular Savings Plans) will not be considered.
- This promotion comprises 3 sub-promotions:
          1. Lumpsum Investment ("Receive up to S$500 Cash for your investment")
          2. Referral Program ("Bonus Reward: Refer a friend and receive S$10 each")
          3. Regular Savings Plan (RSP) ("Subscribe to a Regular Savings Plan (RSP) and receive S$30")

- For Lumpsum Investment
          - A combination of promotion funds are allowed. For illustration, Client A purchases S$60,000 of only one promotion fund and Client B purchases S$20,000 of each of the three promotion funds. Both clients have an investment amount of S$60,000 each and qualify for the same tier.
          - Clients will receive the respective reward after having successfully kept the holdings of the promotion fund(s) for a minimum period of three (3) calendar months.
            - Each account is eligible for a reward, unless the accounts are Single Accounts held by one client.
           - If a client has more than one Single Account, the reward is only applicable for one Single Account. The Single Account with the highest investment amount will be considered for the promotion.

- For Referral Program
          - The client that tells a friend about the promotion is the "referrer"; the client that is being told about the promotion is the "referree".
          - Each referree account can only be referred by 1 referrer account.
        - A referree cannot refer his/her own referrer. For illustration, if Person A refers Person B by telling Person B about the promotion, then it will not be possible for Person B to refer Person A by telling Person A about the promotion. In this  case, only one (and the first) referral will be eligible for the promotion.
          - Both the referrer and referree must qualify for the "Lumpsum Investment" sub-promotion before qualifying for this sub-promotion.
       - The referree must email their own and their referrer's Full Name and Account Number to unittrust@phillip.com.sg by 23:59pm 31 December 2017 for both referrer and referree to enjoy the reward.
          - If a client has more than one account (Single and Joint Accounts inclusive), the reward is only applicable for one account. The account with the highest investment amount will be considered for the promotion.
           - All Phillip Securities sales staff and client-facing staff are not eligible for this sub-promotion.

- For Regular Savings Plan (RSP)
          - The reward will be credited upon 6 successful RSP contributions with a minimum subscription amount of S$200.
         - The reward is limited to one RSP per account. If an account has more than one RSP, the RSP with the highest subscription amount will be considered for eligibility of  the promotion.
          - If a client has more than one Single Account, the reward is only applicable for an RSP of one  Single Account. 

- Prevailing sales charges apply, if any or applicable.
- Only investments via Phillip Financial Advisory Representatives or trades done online through POEMS are eligible for this promotion.
- In the event of a dispute over the client's eligibility to participate in this promotion, Phillip Securities Private Limited's ("PSPL") decision will be final.
- Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any time of these Terms and Conditions without prior notification (including eligibility and 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 there of and without any compensation or payment whatsoever. PSPL's decision on all matteres relating to the promotion shall be final and binding on all participants.