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General
1. What are
Phillip Managed Accounts?
They are individual accounts where each client places funds with
us to be actively managed on a discretionary basis by our portfolio
managers. Under Phillip Managed Accounts, we offer five services: PMA Managed Singapore Equity Account, PMA Managed Asia Pacific Equity Account, PMA Managed
Gold & Resources Equity Account, PMA Managed
Global ETF Account, PMA Managed
Global UT-ETF Account, PMA Managed Global Hybrid Account.
2.
Who can start a Phillip Managed Account?
Any individual, corporation or institution that meets the minimum
investment criteria can start a Phillip Managed Account. Foreign
investors not residing in Singapore can also start one, provided
they meet the minimum investment and foreigner specific criteria.
3.
What is the investment objective of Phillip Managed Accounts and
are my investment capital and returns guaranteed?
We aim to achieve consistent positive returns over the medium to
long-term investment horizon on a risk-adjusted basis, and are not
benchmarked to any index. Investment capital and returns are not
guaranteed.
4.
What are the risks that I should be aware of when I invest with
Phillip Managed Accounts?
Investment in Phillip Managed Accounts carries risks, including but not limited to market, liquidity, credit, interest rate, derivative, counterparty, foreign exchange and political risks. There can be no assurance that PMA services will achieve their
investment objectives and past performance is not a guide to future performance. The value of investments, and the income accruing, may fall or rise and investors may not get back their initial investments.
5.
Can I dictate what investments I want in my account?
We are discretionary managers who will make the investment decisions on your behalf. Therefore, you cannot dictate specific investments you want to include in your account. However, investment preferences/restrictions can be considered for
exceptional cases.
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