Serving You Since 1975

Dear Valued Customer, 

Your next investment decision could take you one step closer to your dream getaway. 

 From 1 April 2026 to 31 May 2026, Phillip Investor Centre invites you to embark on our “Fund your Next Getaway” campaign. Every qualifying investment brings you rewards and additional chances in our lucky draw, all while building towards your long-term financial goals 

How to Participate. 

Visit any participating Phillip Investor Centre, speak with our Financial Representatives, and make a qualifying investment in Unit Trusts or Managed Accounts. 

With a minimum investment of S$10,000, you will take your first step on your Fund Your Next Getaway journey and begin earning rewards. 

Complete Tasks to Unlock Rewards 

Enhance your rewards by completing simple campaign tasks. Each completed task adds value to your journey, allowing your rewards to grow alongside your engagement. 

Increase your lucky draw entries 

Looking to maximise your chances in the lucky draw? 

Higher investment amounts can earn additional entries, giving you more opportunities to win! 

*Terms & Conditions apply. 

One lucky winner will walk away with a S$1,000 E-Voucher, perfect for redeeming flights, hotels, or an experience of your choice. 

The lucky draw will be conducted live on Facebook (@PhillipInvestorCentre) on 15 June 2026 (Monday) at 4.00pm. 

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Stay connected, stay empowered, and let fortune find you. 

Visit Us! 

We’re here to support you! 

Visit any of our 9 branches across Singapore! 

Frequently Asked Questions

All account types are eligible for the promotion. New and Existing customers can qualify for the promotion by making a qualifying investment. However, you will need to have an Advisory Account to receive the PMMF credit if any.  

You may speak to our Financial Representatives at the respective Phillip Investor Centre to find out more how you can easily open the account(s) to receive the PMMF credits if any. 

No, the promotion is only eligible to Singapore Citizens, and Permanent Residents or foreigners/expatriates who hold a valid Employment Pass, Work Permit, Dependent Pass issued by Ministry of Manpower or Student Pass issued by Ministry of Education.   

Eligible Products*Investment Amount Fee Task Reward (per S$10,000) Lucky Draw Entry (per task completed)
Unit Trusts / Managed AccountS$10,000 per qualifying purchase1% of investment amountMake a Qualifying PurchaseS$51
Complete a FinanceFit Review+ $5
Follow our Social Media Channels @PhillipInvestorCentre+ $5
Comment and tag 3 friends in our campaign @PhillipInvestorCentre+ $5
Snap a photo and tag us @PhillipInvestorCentre+ $5
> S$50,000Invest above S$50,000+ S$55
> S$100,00010
> S$150,00020
> S$200,00035

Reward 

  • Customers may earn up to S$30 in PMMF Credits per S$10,000 invested by completing all tasks  

Lucky Draw Details 

  • Customers may earn up to 75 lucky draw entries through task completion and investment tiers. 
  • Number of Winners: 1 
  • Prize: S$1,000 E-Voucher 
  • The Lucky Draw will be hosted on Facebook LIVE (@PhillipInvestorCentre) on 15 June 2026, Monday @ 4pm. 
  • The Lucky Draw winner will be selected in a randomized draw. 
  • The winner will be notified via the email address registered under the customer’s POEMS and/or Advisory Account. 

**Refer to Exclusion and Qualifying Product List 

If you change the product you initially purchased after entering the campaign, you may still qualify for the reward. According to the terms and conditions, reward eligibility is based on the product you purchased at the time of entry. Any downgrade, or replacement with a lower-value product or non-eligible / non-qualifying product will result in disqualification from reward benefit.  

However, if you switch to a product of equal or greater value within the same category, your eligibility may be maintained, subject to review and approval by the campaign organizer. Please contact us to confirm your eligibility in such cases.  

If you cancel the product you have purchased after entering the campaign, ALL rewards will be disqualified. According to the terms and conditions, Reward eligibility is based on the product you purchased at the time of entry. Any downgrade, cancellation or replacement with a lower-value product will result in disqualification from Reward benefit. 

Qualifying customer(s) will receive their eligibility notification to redeem the Reward within 5 days from the date of campaign end via the email address provided in the POEMS and/or Advisory Account.  

The Lucky Draw will be hosted on Facebook LIVE (@PhillipInvestorCentre) on 15 June 2026, Monday @ 4pm. 

Yes, the redemption period for the Lucky Draw Prize is from 16 June 2026 till 30 June 2026, both dates inclusive.  

The Winner for the lucky draw will be contacted via the email address provided in the POEMS and/or Advisory Account by 15 June 2026, Monday. The Rewards are to be redeemed at Phillip Investor Centre @ Raffles City Tower. 

Prize(s) not redeemed within 16 June to 30 June 2026 may be forfeited, withdrawn or given to a reserve winner at the sole and absolute discretion of Phillip Investor Centre. 

You may refer to the Exclusion List for Unit Trust.
For Managed Account, only the following services will qualify.
  • Global Growth Leaders
  • Singapore Growth
  • Singapore Equity Yield
  • Asian Opportunities
  • Phillip Havenport Core Portfolios (Conservative/Moderate/Aggresive)
  • Phillip Havenport SRS Core Portfolios (Conservative/Moderate/Aggresive)

Campaign Terms & Conditions​

(1) “PSPL” refers to Phillip Securities Pte Ltd
(2) “PIC” refers to Phillip Investor Centre, a department under PSPL
(3) “Participating Branches” refers to the selected Phillip Investor Centre for this Campaign
(4) Promotion Period will end at the respective branches at the end of operation hours of the branch
(5)“Eligible Customer” refers to new and existing customers who can participate in the Build Your Fund Getaway Campaign
(5.1) Customers must be at least 18 years of age.
(6)“Non-Eligible Customer” refers to customers who do not qualify for the Promotion unless approved by the management of PSPL.
(5.1) All employees (e.g. staff, trading representatives, financial adviser representatives of PhillipCapital group of companies, its related entities, and their immediate family members (e.g. spouse and children)
(7)“Qualifying Customer” refers to Eligible Customers who complete the criteria (12)
(8) “Campaign Period” refers to the period from 1 April 2026 till 31 May 2026, both dates inclusive.
(9) Customers due to receive PMMF credits from qualifying purchases must have an eligible account to receive the PMMF value. If no eligible account is available, the Reward will be forfeited after 30 days.
(10) Customers who withdraw their purchase within the free look period will forfeit their eligibility for the Reward, and their lucky draw entries will be disqualified from the campaign.
(11) “Campaign” refers to the Build Your Fund Getaway campaign that eligible customers will participate to get incentives and also stand a chance to earn Rewards and Lucky Draw entries when they fulfil the criteria table below.
(12) “Qualifying Purchase” refers to products and services that qualifies the Eligible customer to redeem a Reward in the Build Your Fund Getaway Campaign by completing the below criteria:
Eligible Products* Investment Amount Fee Task Reward (per S$10,000) Lucky Draw Entry (per task completed)
Unit Trusts / Managed Account S$10,000 per qualifying purchase 1% of investment amount Make a Qualifying Purchase S$5 1
Complete a FinanceFit Review + $5
Follow our Social Media Channels @PhillipInvestorCentre + $5
Comment and tag 3 friends in our campaign @PhillipInvestorCentre + $5
Snap a photo and tag us @PhillipInvestorCentre + $5
> S$50,000 Invest above S$50,000 + S$5 5
> S$100,000 10
> S$150,000 20
> S$200,000 35
Reward 
  • Customers may earn up to S$30 in PMMF Credits per S$10,000 invested by completing all tasks  
Lucky Draw Details 
  • Customers may earn up to 75 lucky draw entries through task completion and investment tiers. 
  • Number of Winners: 1 
  • Prize: S$1,000 E-Voucher 
  • The Lucky Draw will be hosted on Facebook LIVE (@PhillipInvestorCentre) on 15 June 2026, Monday @ 4pm. 
  • The Lucky Draw winner will be selected in a randomized draw. 
  • The winner will be notified via the email address registered under the customer’s POEMS and/or Advisory Account. 
**Refer to Exclusion and Qualifying Product List 
(13) Qualifying Customers with Qualifying Purchases eligible to redeem the Reward will be notified within 5 days from the date of campaign end and contacted via the email address provided in the POEMS and/or Advisory Account.
(14) Lucky Draw Prize are to be redeemed at Phillip Investor Centre @ Raffles City Tower, between 0900hrs – 1800hrs between 16 June 2026 to 30 June 2026, both dates inclusive.
(15) Rewards not redeemed within 16 June 2026 to 30 June 2026 may be forfeited, withdrawn or given to a reserve winner at the sole and absolute discretion of Phillip Investor Centre.
(16) PSPL reserves the right to vary the terms and conditions or withdraw this Build Your Fund Getaway at any time without prior notice. The Reward and/or Lucky Draw Prize is not exchangeable for cash or for any other items.
(17) PSPL reserves the right to use any other method or medium at its sole and absolute discretion for the purpose of announcing the winners of the Build Your Fund Getaway Campaign.
(18) PSPL shall not be liable for any incomplete, lost, late, damaged, illegible or misdirected Entries for any reason whatsoever or problems or technical malfunction of, computer online systems, servers, providers or technical problems, or any combination thereof.
(19) PSPL makes no representation as to the quality or performance of the Rewards / Lucky Draw Prize provided by the merchants. By participating in the Build Your Fund Getaway Campaign, the Participants acknowledge and accept that the use of each Reward / Lucky Draw Prize is subject to the terms and conditions of the relevant merchant providing the Reward / Lucky Draw Prize.
(20) PSPL decisions in all matters related to the Rewards / Lucky Draw Prize and the winners shall be final. No correspondence or appeals shall be entertained in relation thereto.
(21) In the event of any inconsistency between these terms and conditions and other marketing or promotional materials, these terms and conditions shall prevail.
(22) By participating in the Build Your Fund Getaway Campaign, Participants hereby agree to all the terms and conditions of participation in the campaign as set out herein, including all amendments, additions, replacements and modifications hereto as may from time to time be made by PSPL.
(23) By participating in the Build Your Fund Getaway Campaign, the Participant represents and warrants for the benefit of PSPL that the information submitted in each Entry to PSPL is true, accurate, complete and up to date.
(24) By participating in the Build Your Fund Getaway Campaign, the winners understand that any changes made to the product purchased after the campaign entry may affect Reward / Lucky Draw Prize eligibility and they will be automatically disqualified from eligibility if:
– They downgrade or change the product to one of lower value or a different category that does not meet the original qualifying criteria.
– They cancel or replace the product with one that fails to fulfill the minimum requirements of the campaign, as stated at the time of participation.
– They substitute with a product of a shorter coverage period or lesser value than the originally purchased product.
(25) By participating in the Build Your Fund Getaway Campaign, the winners must not have withdrawn their marketing consent to PSPL at the point of collection of the Reward / Lucky Draw Prize. Doing so will result in the winner(s) being disqualified from the Reward / Lucky Draw Prize and forfeited.
(26) The judging and determination of the eligibility of any person to participate in the Campaign and selection of winners shall be at the sole and absolute discretion of PSPL. The decisions of PSPL on all matters relating to this Campaign are final, conclusive and binding. PSPL shall not be obliged to give any reason or prior notice or enter into any correspondence with any person on any matter concerning this Campaign or its decisions and no appeal, correspondence or demands or claims will be entertained.
(27) All details and particulars submitted by Participants must be accurate, true and complete. Incomplete, inaccurate and illegible Entries will be disqualified. If PSPL subsequently determines that a person is in fact not eligible, or if a Reward Winner does not fulfil his or her obligations for any reason whatsoever, PSPL may at its discretion, disqualify the Participant and clawback/cancel any or all of the Rewards without prior notice.
(28) All Qualifying Customers will be informed via their registered email on 15 June 2026 where they will be provided details on the Build Your Fund Getaway Lucky Draw and redemption details. In the event that the Qualifying Customers do not respond by the date stated in the email or redeem the Reward / Lucky Draw Prize by the stated expiry date, the Reward /  Lucky Draw Prize will be forfeited. Participants who are not shortlisted as Qualifying Customers will not be informed.
(29) PSPL may replace, modify or withdraw the Rewards at any time without notice or liability.  Rewards are not transferable and cannot be substituted with any other Reward.
(30) PSPL makes no representation as to the quality or performance of the Rewards / Lucky Draw Prize provided by the merchants/vendors in connection with the Campaign.
(31) The Participants acknowledge and accept that use of the Rewards / Lucky Draw Prize may be further subject to the terms and conditions of the relevant merchant providing the Rewards / Lucky Draw Prize
(32) Participants hereby assign to PSPL, all rights, title and interest in all intellectual property rights created during the registration and documentation process and to fully disclaim and waive all intellectual property rights and moral rights. If necessary, Participants shall execute all further documents and deeds necessary to effect, perfect, record or register such assignment at the Participant’s own cost.
(33) PSPL is the sole owner of any and all intellectual property arising from submission of an Entry and creation Build Your Fund Getaway Campaign Content and it may use and license others to use the Entry content and Build Your Fund Getaway Campaign in which Winners appear, in any and all media by any manner or means whether or not now known or invented, used or contemplated, throughout the world, for an unlimited number of times in perpetuity without any further payment made to Winners.
(34) PSPL may request a valid identification of NRIC number/passport number of any Winner before the Reward is awarded.
(35) PSPL reserves the right to forfeit any Rewards for any Winner who does not adhere to the terms and conditions of the Build Your Fund Getaway Campaign upon the Reward collection.
(36) PSPL reserves the right to cancel, modify, suspend or delay the Build Your Fund Getaway Campaign at its sole discretion.
(37) PSPL has the right to use the names, photographs, videos and/or other submission materials of the participants and all other entries for publicity purposes without any prior notice to you. The participants shall not be entitled to claim ownership or other forms of compensation for the materials.
(38) PSPL reserves the right to change, amend, delete or add to these Terms and Conditions without prior notice at any time and the participants shall be bound by such changes.
(39) By participating in the promotion, each eligible customer is deemed to have accepted and agreed that PSPL may collect, use and disclose your personal data for the purpose of this promotions in accordance with the Personal Data Protection Act 2012 and our data protection policy.
(40) By participating in the Build Your Fund Getaway Campaign, Participants hereby agree to all the terms and conditions of participating in the Campaign as set out herein, including but not limited to the eligibility criteria, Rewards, the collection, use and transfer of personal data by PSPL, in accordance with the relevant PSPL Privacy Statement and all amendments, additions, replacements and modifications hereto as may from time to time be made by PSPL.
i. By participating in the Promotion, each Eligible Customer is deemed to have accepted and agreed to be bound by these terms and conditions and any other instructions, terms and conditions that PSPL may issue from time to time.
ii. PSPL assumes no responsibility for incomplete, lost, late, damaged, illegible or misdirected forms or email communication, for technical hardware or software failures of any kind, lost or unavailable network connections, or failed incomplete, distorted or delayed electronic transmission which may limit an Eligible Customer’s ability to participate in the Promotion.
iii. PSPL has the sole and absolute discretion to exclude any Eligible Customers from participating in the Promotion without any obligation to furnish notice and/or reason.
iv. PSPL reserves the right to disqualify or disregard any Eligible Customer who does not comply with the terms and conditions.
v. PSPL may at its discretion forfeit the Promotion, or, if already awarded, reclaim the Promotion at the expense of the Eligible Customer without payment, compensation, or having to give any reason whatsoever in the event PSPL subsequently discovers that the Eligible Customer is not eligible to participate in the Promotion and/or to receive the Promotion.
vi. PSPL reserves the right to replace any Promotion with items of similar value at any time without prior notice.
vii. PSPL shall not be liable for any loss of, damage to, defects, delay, mis-delivery or non-delivery of the Promotion.
viii. PSPL reserves the right to deal with any unclaimed Promotion in any manner it deems fit.
ix. PSPL reserves the right to request for the Eligible Customers’ proof of eligibility, identity and/or otherwise for the purposes of verifying the Eligible Customers’ claim to the Promotion at the time of collection.
x. PSPL is under no obligation whatsoever to disclose the identity of the Eligible Customers or to publish the same for any reason at any point of time.
xi. The Promotion is non-transferable, not exchangeable for cash, credit or any other items of equivalent value.
xii. By participating in this Promotion, each Eligible Customer agrees and consents to the collection, use and disclosure of any and all personal data of the Eligible Customer by PSPL and its advertising and promotional agencies for the purpose of administering and/or publicizing the Promotion, and providing the Eligible Customer with marketing, advertising and promotional information or materials relating to the products and services that PSPL offers.
xiii. PSPL may at any time at its absolute discretion, without prior notice or assigning any reason thereof or being liable to any person,
a. suspend, cancel or terminate the Promotion, or
b. delete, vary, supplement, amend, modify any one or more of the terms and conditions of the Promotion.
xiv. PSPL’s determination of all matters in connection with the Promotion shall be final, binding and conclusive.
xv. PSPL is not obliged to give any reason or prior notice on any matter concerning the Promotion Period or the Promotion. No appeal, correspondence or claims will be entertained. PSPL has the right and discretion to determine whether a party has met the requirements of the Promotion and/or to redeem the Promotion. Eligible Customers shall not be entitled to any damages or compensation whatsoever or howsoever arising as a result of such amendment, suspension or termination.
xvi. By participating in the Promotion, all Eligible Customers agree and undertake to, at all times, indemnify, keep indemnified, and hold PSPL, its employees and agents harmless against all losses (including direct, indirect, incidental and/or consequential losses), damages (including general, special, and/or punitive damages), demands, injuries (other than personal injury caused by PSPL‘s negligence), claims, costs, penalties, interest and fees (including all legal fees as between solicitor and Customer or otherwise on a full indemnity basis whether or not incurred in respect of any real, anticipated, or threatened legal proceedings), howsoever caused by, arising or resulting from, whether directly or indirectly, their participation in the Promotion, acceptance or usage of the Promotion, and/or any breach or purported breach of these terms and conditions and/or any applicable law.
xvii. PSPL makes no warranty or representation as to the quality, merchantability or fitness for purpose of the merchants’ goods and services in respect of the Promotion. Any dispute about the same must be resolved directly with the Merchant. The Merchant Terms and Conditions apply.
xviii. In the event of any inconsistency or discrepancy between the terms and conditions and the contents of any brochure, marketing and/or promotional materials relating to the Promotion, these terms and conditions shall prevail.
xix. Any trademarks, graphic symbols, logos or intellectual property contained in any materials used in connection with this Promotion, in particular the Promotion, are the property of their respective owners. PSPL is not affiliated with, or endorsed or sponsored by, such owners and their relevant affiliates.
xx. Failure by PSPL to exercise any of its right or remedy under these Terms and Conditions does not constitute a waiver of that right or remedy.
xxi. The Terms and Conditions shall be governed by Singapore law and the Eligible Customers agree to submit to the exclusive jurisdiction of the courts of Singapore.
xxii. A person who is not a party to any agreement governed by these terms and conditions shall have no right under the Contracts (Right of Third Parties) Act 2001 to enforce any of these terms and conditions.
xxiii. In case of dispute, the decision of PSPL shall be final.
xxiv. PSPL, its affiliates and their respective employees and agents shall not be liable to any person for any loss, damage, injury, costs or expenses incurred, suffered, borne or arising from this promotion.
xxv. The Eligible Customer understands that he/she is entitled to withdraw his/her consent for the collection, use and disclosure of his/her personal data by notifying the Data Protection Officer (“DPO”) of in writing. The Eligible Customer also understands that by withdrawing his/her consent may mean that PSPL is unable to proceed with the respective Promotion Redemption.
xxvi. PSPL reserves the right at any time in its absolute discretion to  
(1) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and Eligible terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to  
(2) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion are final and binding on all customers.
xxvii. By taking part in this campaign, the customer acknowledges that he / she has read and consented to these Terms & Conditions.
xxviii. This campaign will be valid from 1 April 2026 until 31 May 2026, both dates inclusive.
xxix. Only Customers who are account holders with PSPL are eligible for this promotion:
(1) Ang Mo Kio
(2) Bukit Batok
(3) Boon Keng
(4) Holland Drive
(5) Marine Parade
(6) Northpoint City
(7) Raffles City
(8) Raffles Place
(9) Toa Payoh

Important Note

This promotion is provided to you for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell any investment products mentioned herein. It does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of your acting based on this information.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The value of any investments and the income from them may fall as well as rise.  

You may wish to obtain advice from a qualified financial adviser, pursuant to a separate engagement, before making a commitment to purchase any of the investment products mentioned herein. In the event that you choose not to obtain advice from a qualified financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest and we do not offer any advice in this regard unless mandated to do so by way of a separate engagement.  

You are advised to read the trading account Terms & Conditions and Risk Disclosure Statement (available online at https://www.poems.com.sg/website-disclaimer/) before trading in investment products. 

Access to services and your account may be affected by market conditions, system performance and other reasons. Third party research and information obtained from sources are deemed reliable; however, PSPL does not guarantee its accuracy or completeness and makes no warranties with respect to results to be obtained from its use. 

This material and information herein is provided by Phillip Securities Pte Ltd (“PSPL”) for general information only and does not constitute a recommendation. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should assess and consider whether the discretionary managed account (“MA”) service is suitable for you before proceeding to invest. You may wish to consult a qualified financial adviser before investing.  

Investments in discretionary MA managed by PSPL are not suitable for short-term speculation and are subject to investment risks including the possible loss of the principal amount invested. There can be no assurance that investment objectives will be achieved. Past performance is not necessarily indicative of future performance. 

Our financial adviser (“FA”) representatives may be authorised to engage in non-FA activities of marketing, client acquisition and client servicing of MA services. Our representatives who are appointed under the Securities and Futures Act 2001 to conduct fund management activity (“FM Reps”), i.e. the Portfolio/Fund Managers, will be managing clients’ money and investments, in addition to marketing, client acquisition and client servicing of MA services. 

Terms and conditions (“T&C”) of PSPL discretionary MA services shall apply. You should read and understand the T&C, key features and risk disclosures of the discretionary MA service(s) before deciding to invest. You may obtain a copy of the T&C, key features and risk disclosure from PSPL. 

Investments in the discretionary MA mentioned herein are not obligations of, deposits in, or guaranteed by PSPL or any of its affiliates.  

This material and Information herein are not intended for any persons in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PSPL to any registration or licensing requirement in such jurisdiction or country. 

Information is correct as of 15/1/2026. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.