SINGAPORE, 20 May 2021 – Phillip Securities, the brokerage arm of PhillipCapital has announced the release of its latest Securities Advisory module, allowing clients to login and approve their Trading Representatives’ stock recommendations through its Wealth Management platform.
Phillip Securities’ clients will now be able to access, view and approve advisory orders when their TRs create new advisory orders for them on the platform. They will receive notifications of new advisory orders via email. Additionally, they can monitor their stock holdings, view past orders and even approve Unit Trust advisory orders on the same platform.
“Our retail clients find great value in Securities Advisory Service. Since the launch, Asset-under-Advisory has grown close to S$200M. This is testament to the quality service provided by our experienced Trading Representatives, most of whom have over 10 years of investment experience. Further supported by our global research capabilities, they have been able to provide stock picks to meet the needs of any serious investor. With the addition of Listed Securities, including ETFs, our Wealth Management platform’s capability as a multi-product advisory platform has strengthened. We want our Trading Representatives to effectively create advisory orders for secured approval by investors within the platform. We believe this is the future model for stock brokers,” according to Eugene Lai, Senior Manager, Partnership Department, Phillip Securities.
“With Phillip Securities Advisory Service, you will receive professional advice on stock recommendations from your Trading Representative. Many of our Advisory clients are busy professionals who see the value in stocks investments but lack the time to do it themselves, so for a monthly fee they let their trusted Trading Representatives advise them on their stock investments,” said Luke Lim, Managing Director, Phillip Securities.
More information about Phillip Securities Advisory Service is available here https://www.poems.com.sg/products/securities-wrap-service/
A member of PhillipCapital, Phillip Securities Pte Ltd offers a comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts, insurance planning, regular savings plan, investment research, equity financing and property consultancy. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.
Since our inception as a stockbroker in 1975, PhillipCapital has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, as well as corporate and institutional customers.
Today, PhillipCapital headquartered in Singapore, operates in the financial hubs of 15 countries, including offices in Australia, Cambodia, China (and Hong Kong SAR), France, India, Indonesia, Japan, Malaysia, Singapore, Thailand, Turkey, UK, UAE, USA and Vietnam, serving over 1 Million clients with Assets Under Management of total more than USD 35 Billion.
Issued on behalf of Phillip Securities by Marketing Communications Department.
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