Serving You Since 1975

Why B2B

Are you from a financial institution or corporation and you wish to provide quality services to your clients? We can help you with that, and give additional benefits where you don’t have to pay an exorbitant amount for your infrastructure, gain access to global markets within clicks and have up-to-date information on news happening in the Asia-Pacific region!

value

Value to the client

  • PhillipCapital’s B2B Solutions provides personalised consultancy and services with our comprehensive suite of trading platforms that cater to your needs, regardless of your lifestyle or trading habits.
  • We offer Prime Brokerage, Electronic Trading Desk, and Dedicated Deal Support at your service.
  • Accessibility to our Systems like FAME, Front-End Trading Platform, and White Label Solutions that is complemented with our dedicated Dealing Team and Client Servicing Team.
  • Just as short as 2 weeks for you to kickstart or expand your business with the deployment of our White Label Solutions.
  • You gain access to various markets around the world with our institution solutions without having to invest in exorbitant infrastructure.
  • A One-Stop Shop for you to enjoy with our wide range of quality and innovative financial products and services.
  • Competitive brokerage rates you get to enjoy while having access to various exchanges around the globe.
  • Our location in Asia, the centre of major growth regions of the world, gives us a unique advantage for accessing to Southeast Asia, one of the world’s fastest-growing markets, for both opportunities and challenges.
  • We provide private companies a boost through investing at various stages of their development; and value-add by providing strategy counselling, business tie-up, and assistance with process and operations improvement.
chart-2

Benefits

  • Dedicated Institutional support from our team of experts during the operations of local and foreign markets.
  • Accessibility to industry experts through Roadshows; Research Trips and Company Visits to help in navigating through market complexities.
  • Providence of services like Company Coverage; Webinars and Conference Calls from our Analysts that provides news coverage for Asia-Pacific countries.
  • Prime Brokerage that offers financing, custody, global markets execution, colocation and lending, with deep inventory pool due to our distribution infrastructure.
  • Enjoy competitive brokerage rates while accessing to various markets around the globe.
  • White Label Solutions for your consideration should you wish to have a personalized interface.
  • Our CQ 2.0 are trading tools that allow users to trade instantly; review account details and status; access to live price and charts of different markets; as well as obtaining latest market news and research.
  • Providing Advanced Order Types for you to manage trading risks more efficiently through a variety of order types.
  • Our FAME is a multi-asset wealth management platform that allows Financial Advisors and their representatives to provide financial advice and manage their clients’ investment portfolios.
  • Offering our services using our IT expertise, our multi-asset Front, Middle and Back office system can be deployed as a standalone or fully integrated.
  • Through this partnership, you can concentrate on building your key business to grow your client base and increase your revenue.
  • ETF Consultancy helps you to gain broad exposure to the best REITs and their prime real estate assets in the region, to achieve portfolio diversification at a lower cost. Additionally, we also conduct ETF Seminars which allow you to meet ETF issuers face-to-face. You get to enjoy all these without any platform fees.
  • We work closely with our corporate clients on their financing needs by providing customised capital financing solutions to give them an extra boost in their business.

Why B2B

Are you from a financial institution or corporation and you wish to provide quality services to your clients? We can help you with that, and give additional benefits where you don’t have to pay an exorbitant amount for your infrastructure, gain access to global markets within clicks and have up-to-date information on news happening in the Asia-Pacific region!

  • PhillipCapital’s B2B Solutions provides personalised consultancy and services with our comprehensive suite of trading platforms that cater to your needs, regardless of your lifestyle or trading habits.
  • We offer Prime Brokerage, Electronic Trading Desk, and Dedicated Deal Support at your service.
  • Accessibility to our Systems like FAME, Front-End Trading Platform, and White Label Solutions that is complemented with our dedicated Dealing Team and Client Servicing Team.
  • Just as short as 2 weeks for you to kickstart or expand your business with the deployment of our White Label Solutions.
  • You gain access to various markets around the world with our institution solutions without having to invest in exorbitant infrastructure.
  • A One-Stop Shop for you to enjoy with our wide range of quality and innovative financial products and services.
  • Competitive brokerage rates you get to enjoy while having access to various exchanges around the globe.
  • Our location in Asia, the centre of major growth regions of the world, gives us a unique advantage for accessing to Southeast Asia, one of the world’s fastest-growing markets, for both opportunities and challenges.
  • We provide private companies a boost through investing at various stages of their development; and value-add by providing strategy counselling, business tie-up, and assistance with process and operations improvement.
  • Dedicated Institutional support from our team of experts during the operations of local and foreign markets.
  • Accessibility to industry experts through Roadshows; Research Trips and Company Visits to help in navigating through market complexities.
  • Providence of services like Company Coverage; Webinars and Conference Calls from our Analysts that provides news coverage for Asia-Pacific countries.
  • Prime Brokerage that offers financing, custody, global markets execution, colocation and lending, with deep inventory pool due to our distribution infrastructure.
  • Enjoy competitive brokerage rates while accessing to various markets around the globe.
  • White Label Solutions for your consideration should you wish to have a personalized interface.
  • Our CQ 2.0 are trading tools that allow users to trade instantly; review account details and status; access to live price and charts of different markets; as well as obtaining latest market news and research.
  • Providing Advanced Order Types for you to manage trading risks more efficiently through a variety of order types.
  • Our FAME is a multi-asset wealth management platform that allows Financial Advisors and their representatives to provide financial advice and manage their clients’ investment portfolios.
  • Offering our services using our IT expertise, our multi-asset Front, Middle and Back office system can be deployed as a standalone or fully integrated.
  • Through this partnership, you can concentrate on building your key business to grow your client base and increase your revenue.
  • ETF Consultancy helps you to gain broad exposure to the best REITs and their prime real estate assets in the region, to achieve portfolio diversification at a lower cost. Additionally, we also conduct ETF Seminars which allow you to meet ETF issuers face-to-face. You get to enjoy all these without any platform fees.
  • We work closely with our corporate clients on their financing needs by providing customised capital financing solutions to give them an extra boost in their business.

What is B2B

Institutional Broking and Corporate Services

Important/Key information about the product

  • For Stock Brokers/Banks/FIs
    • Financial Institutions and Corporations can benefit from our services.
    • A Relationship Manager will first reach out to you to understand your requirements before suitable platforms are recommended to complement your existing business model.
    • Once the necessary documents are submitted and processed, a Custodian Account will be opened to facilitate trading activities for your clients.
    • Commission Rate: competitive brokerage rates will be provided for the trading account.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
  • For Financial Advisers
    • Financial advisers and their representatives can benefit from our services.
    • We provide FAME, a multi-asset wealth management platform that enables Financial Advisers and their representatives to provide comprehensive financial advice to clients and manage their investment portfolios. You do not need to worry about high cost incurred and can leverage on our expertise to process unit trust transactions, settlements and administrations.
    • A Relationship Manager will first reach out to you to understand your needs and requirements and work out the commercial aspects.
    • Once the necessary due diligence is undertaken, a Client Execution Services Agreement will be signed.
    • Sharing arrangement: Competitive and can be flexible based on AUA.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
    • Find out more here.
  • For EAM and Insurers
    • EAMs and Insurers can benefit from our custodial services, broking, distribution networks, and platform services.
    • We provide multiple platforms and solution to meet the various needs for different institutions.
    • We provide Synergy, a multi-asset portfolio management platform that enables fund managers to manage individual client’s account.  Our FAME platform can be used by the client as well as tagged Financial Adviser Representative, if any.
    • A Relationship Manager will first reach out to you to understand your needs and requirements.
    • Relevant due diligence and documentation will be undertaken before commencement of business relationship.
    • Sharing arrangement: we keep things simple as each party charges and keeps its own fees.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
    • Find out more here.
  • For Non-FIs
    • Non-Financial Institutions can benefit from our broking and platform services.
    • Our turnkey solution allows institutions from different professions to join our partnership programme.
    • As our Marketing Partner, you will be given access if your audience would like to trade in the capital market. While you focus on your audience, Phillip Securities takes care of your audience’s trading operations.
    • Gain access to global markets supported with a suite of services from financing, custody, global markets execution, and lending.
    • A Relationship Manager will first reach out to you to understand your requirements before suitable platforms are recommended to cater to your audience.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.

Institutional Broking and Corporate Services

Important/Key information about the product

  • For Stock Brokers/Banks/FIs
    • Financial Institutions and Corporations can benefit from our services.
    • A Relationship Manager will first reach out to you to understand your requirements before suitable platforms are recommended to complement your existing business model.
    • Once the necessary documents are submitted and processed, a Custodian Account will be opened to facilitate trading activities for your clients.
    • Commission Rate: competitive brokerage rates will be provided for the trading account.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
  • For Financial Advisors
    • Financial advisors and their representatives can benefit from our services.
    • We provide FAME, a multi-asset wealth management platform that enables Financial Advisors and their representatives to provide comprehensive financial advice to clients and manage their investment portfolios. You do not need to worry about high cost incurred and can leverage on our expertise to process unit trust transactions, settlements and administrations.
    • A Relationship Manager will first reach out to you to understand your needs and requirements and work out the commercial aspects.
    • Once the necessary due diligence is undertaken, a Client Execution Services Agreement will be signed.
    • Sharing arrangement: Competitive and can be flexible based on AUA.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
    • Find out more here.
  • For EAM and Insurers
    • EAMs and Insurers can benefit from our custodial services, broking, distribution networks, and platform services.
    • We provide multiple platforms and solution to meet the various needs for different institutions.
    • We provide Synergy, a multi-asset portfolio management platform that enables fund managers to manage individual client’s account.  Our FAME platform can be used by the client as well as tagged Financial Advisor Representative, if any.
    • A Relationship Manager will first reach out to you to understand your needs and requirements.
    • Relevant due diligence and documentation will be undertaken before commencement of business relationship.
    • Sharing arrangement: we keep things simple as each party charges and keeps its own fees.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
    • Find out more here.
  • For Non-FIs
    • Non-Financial Institutions can benefit from our broking and platform services.
    • Our turnkey solution allows institutions from different professions to join our partnership programme.
    • As our Marketing Partner, you will be given access if your audience would like to trade in the capital market. While you focus on your audience, Phillip Securities takes care of your audience’s trading operations.
    • Gain access to global markets supported with a suite of services from financing, custody, global markets execution, and lending.
    • A Relationship Manager will first reach out to you to understand your requirements before suitable platforms are recommended to cater to your audience.
    • Ongoing Service and Relationship Management: you may reach out to your Relationship Manager for any matters pertaining to our products and services.
  •  

*Please note that wholesale corporate bonds are only available for sale to Accredited Investors or in minimum denominations of S$200,000 per transaction. Complete the Accredited Investor declaration form here.

Note

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Risk

Securities investment is subjected to market risk and specific risks. Please reach out to us if you have any enquiries that require clarifications.

Note

Securities investment is subjected to market risk and specific risks. Please reach out to us if you have any enquiries that require clarifications.

Here’s How You Take the Next Step Forward Speak to your/an investment specialist and a suitability analysis will be performed first. This service would be suitable for investors with high risk preference Reach Out Account Opening