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Share Builders Plan

At PhillipCapital, we provide you with different account types to suit your needs better.

Share Builders Plan

Objective of the product / account


To provide an opportunity for you to investment in stock market as a form of long term investments plan.


Brief Description of the Product/Account


Share Builders Plan (SBP) is a regular fixed-dollar amount investment plan, which enables you to buy shares on a consistent and incremental basis so as to build up a portfolio of securities for yourselves eventually. Therefore you do not need a huge amount of funds to invest in equity market since SBP presents a new opportunity for you to buy odd lots at a reduced cost.


By investing a fixed amount of funds consistently every month over a period of time, your average cost of shares purchased will generally be lower than the average price of the shares over the same period of time. This is possible since with the same amount of funds, you will buy more shares when prices are low and fewer shares when prices are high. This investment method is known as dollar-cost-averaging, and it is especially useful in hedging against market volatility. With such a disciplined and consistent method, you will eventually build up a portfolio of stocks at a lower average cost.


Benefits to clients


Counters that we are available for Share Builders Plan

 

CapitaLand

NOL

ST Engineering

CapitaMall Trust

OCBC

StarHub

City Development

SIA

STI ETF

DBS

SembMarine

UOB

GLP

SGX

Venture

Keppel Corp

SingTel

 Sabana REIT

Keppel Land

SPH

 


Low minimum start up amount

  You can start your investment plan from as low as S$100/month per counter!

Dollar Cost Averaging
  By investing a fixed amount of funds consistently every month over a period of time, your average cost of shares purchased will be lower than the average price of the shares over the same period of time.

Dividend Reinvestment
  Dividends are reinvested into your investment plan to buy more shares. The compounding effect of increasing dividends and stock appreciation will work together to increase your assets.

Flexibility and Convenience
  You may amend your investment instruction such as counter(s) and/or amount of monthly investment
 

Trading Modes / Mode or Purchase or Investment

• Pen and Paper at Phillip Investor Center or Mail In


How you can SAVE with SBP


Month

Investment

Share Price

Shares Purchased

Total Shares Owned

1

$500

$10

50

50

2

$500

$6

83

133

3

$500

$11

45

178

4

$500

$8

62

240

5

$500

$15

33

273

Average Share Price:
Total Share Price of 5 mths/ 5 mths = $10

Average Cost of Investment:
Total Investment of 5 mths/ Total shares owned = $9.16

Savings: $0.84 per share

 

Rates and Charges (if applicable)

 

Types of Service Fees and Charges
Handling fees
≤2 counters ≥3 counters
Total Investment amount ≤ $1000 S$6 S$10
Total Investment amount > $1000 The higher of 0.2% or $10
Dividend Charges 1% on net dividend subject to min S$1 capped at S$50
Scrip Dividend $10
Other Corporate action $10
Share Transfer Charges $10.per counter transfer fee charged by CDP and $10 per counter admin fee charged by Phillip Securities Pte Ltd
Failed GIRO collection charge $5
Hard Copy statement (if Opt-Out of E-Statement) $2

All fees are subject to 7% GST
Click here for more information. Call 6531 1555 or email This email address is being protected from spambots. You need JavaScript enabled to view it.



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