Advisory Wrap Services
Unit Trust Wrap:
Wealth Management Made Easy
The route to a customized, well-packaged and cost efficient unit trust portfolio. Customised with the professional guidance of our qualified Financial Advisory Consultants, designed to help you grow your wealth and meet your unique financial goals.
Our Philosophy
Tailor Made
Phillip Financial Advisory Consultant seeks to understand your financial goals and provide a custom-made investment solution, aided by a list of recommended funds
Reasonable
You may start your investment with a low initial investment amount of S$5,000 or equivalent value of holdings. You may also consolidate your unit trust holdings with us for free!
Unbiased
We believe in building a long-term relationship. With trust and integrity in mind, recommendations are only made after careful considerations of your risk profile, time horizon and investment objective(s).
Savings
No sales charge or switching fees imposed should you wish to adjust the unit trust holdings in your portfolio! All you need to pay is an account management fee (WRAP fee) and one-time advisor service fee (Upfront fee) for cash injections.
Track
Monitor your investments online real-time anytime, anywhere via FAME (Financial Access Made Easy).
Investment Details
| Min. Investment Amount: | S$5,000 or equivalent value |
| Min. Subsequent Investment Amount: | S$1,000 |
| Min. Withdrawal Amount: | S$1,000 (with NAV of S$5,000 remaining in account) |
| Upfront Fee: | Up to 4% of your investment amount & any subsequent amount |
| Wrap Fee: |
Based on Net Asset Value < S$50,000 1.50% p.a. ≥ S$50,000 1.25% p.a. |
Securities Wrap:
Securities Wrap Service allows investors who seek to receive advice from their representatives/dealers a convenient and easy way to invest.
Service overview
A suitability analysis will be performed to understand your investment objectives, financial situation, particular needs and risk tolerance. This service would be suitable for investors with high-risk preference. You will receive professional advice on investment in securities from your Representative. Your Representative will recommend stocks and assist in placing trades for you upon your confirmation.
Client benefits
- Professional advice and stocks recommendations from your representative.
- Lower brokerage compared to standard broker-assisted trades.
- Access to local and foreign stock markets.
- Representative whose interest is aligned with yours.
| Rates and Charges | |
| Minimum Investment Amount: | S$25,000 (cash/ stocks equivalent) |
| Commission: | Starting from 0.18% for Singapore Shares |
| Wrap Fee: | 1.25% p.a. |