Please complete this contact form and we will reach out to you shortly.

Eligibility

• Not a U.S Person (an individual who is a U.S citizen or U.S resident)
• Not a bankrupt

What do you need to prepare:

Singaporean / Singapore PR / Foreigner Residing in Singapore

• Identity Card (Pink or Blue)/ Passport with at least 6 months validity (Foreigners only)
• A bank statement issued within the last 3 months OR
• CPF Statement

For mailing address which differs from your Identity Card / Passport (for Foreigners), please provide supporting document(s) that reflects your mailing address such as:

• Utility bills OR
• Statement from a Bank or branch regulated by MAS OR
• Correspondence from any of the statutory boards or government bodies

All copies of documentation must be scanned or photographed from the original source documents.

Malaysian

• Malaysia Identity Card AND
• A bank statement issued within the last 3 months

For Mailing address which is different from your Identity Card, please provide supporting document(s) that reflect your mailing address such as:

• Utility bills OR
• Statement from any Financial Institutions in your country OR
• Correspondence from any government bodies in your country

All copies of documentation must be scanned or photographed from the original source documents.

Foreigner not residing in Singapore

• Passport with at least 6 months validity AND
• A bank statement issued within the last 3 months in your country

For residential and mailing addresses which are different or not indicated in your passport, please provide supporting document(s) issued within the last 3 months that reflect your residential and mailing addresses such as:

• Utility bills OR
• Statement from any Financial Institutions in your country OR
• Correspondence from any government bodies in your country

For verification purposes, you may choose to:

1. make an initial deposit (of not more than SGD 1,000 or its equivalent in any currency) via internet banking from your own bank account in Singapore, into our bank account (Phillip Securities Pte Ltd). Please indicate ‘0000000’ as the consumer reference number.Or
2. make an initial deposit via telegraphic transfer (of not more than SGD 1,000 or its equivalent in any currency) into our bank account, with your name provided in the bank’s TT payment advice to show that funds are withdrawn from your own account with the bank (this is applicable only to applicants residing in FATF member jurisdictions). Please indicate ‘NEW – *your identification / passport number as per application* e.g. NEW – A123456 ’ in the remarks section. Our staff will be contacting you to provide you with the relevant TT details.Or
3. provide copies of documentation which must be scanned or photographed from the original documents and must be signed by a Commissioner of Oath or Notary Public. The required signed documents to be sent to us after completion. For your convenience please click here for a self-address envelope.

Yes you can.

There are no limitations imposed and it is a one time setup with the Finance Savvy team. As most trading platforms are similar, having a good broker is essential.

Please complete this contact form and we will reach out to you shortly.

Yes you can.

Dealing Team

If you have opened your POEMS account at a Phillip Securities Investor Centre previously, you need to open a new POEMS account with the Finance Savvy team.

Other Brokers / Remisiers

If you have opened your POEMS account with other brokers / remisiers previously, you can opt to open a new POEMS account with the Finance Savvy team or transfer your existing POEMS account.

It is a one time setup, hassle-free, and you’ll be embarking on your new financial journey with the Finance Savvy team.

Please complete this contact form and we will reach out to you shortly.

No, you don’t have to.

The Finance Savvy team offers integrated services, and can set up both Central Depository and POEMS trading account for you.

Yes.

Minimum initial deposit of S$25,000 cash or stocks equivalent (can be transferred-in from CDP/ other broking houses) is required.

All shares deposited or transacted through this account will be held in the custody with Phillip Securities Pte Ltd in trust. Corporate actions, such as dividends, rights subscription will be processed in this account.

Accounts with multi-currency facility will receive the cash dividends in declared currency unless otherwise determined by the issuer/Phillip Securities Pte Ltd.

If you have online access, you will be able to view your transaction history and account details up to 12 months year-to-date.

Contract notes and a detailed monthly statement of account will be mailed to you if you have any transactions or have a balance in that month.

If you choose to receive electronic statements, it will be sent to you by email instead. Where there is no transaction or balance in the account, Statement of Account will be issued at least once a quarter.

It is common that most people do not protect their health and wealth. Should anything happen to them or their loved ones, they may have to utilize most of their savings.

It is essential to note the importance of adequate insurance coverage in the event of any emergencies.

Please contact the Finance Savvy team at info@mrfinancesavvy.com, or fill up this contact form and we will reach out to you shortly.

You want to provide your children with the best university education. However, with the ever-rising inflation, it is often difficult to achieve your objectives. The key concept is to know how much you intend to put aside for your children’s education and adopt a systematic savings approach for your clients.

Please contact the Finance Savvy team at info@mrfinancesavvy.com, or fill up this contact form and we will reach out to you shortly.

You want to achieve financial independence without compromising your current standards of living. In retirement planning, you will be guided in assessing the income needed for your retirement based on the lifestyle you desire.

Please contact the Finance Savvy team at info@mrfinancesavvy.com, or fill up this contact form and we will reach out to you shortly.