Serving You Since 1975

Why Securities Advisory

Are you a busy professional who sees value in receiving stock picks and trade execution services from an investment specialist? Do you lack time to carry out your own trades? 

If your answer is YES, our Securities Advisory Service may be the right service for you! Speak to our investment specialists.

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Benefits

  • Bespoke investment advice from your investment specialist
  • Control – your specialist places trades for you only upon your confirmation
  • Lower brokerage charges compared to standard broker-assisted rates
  • Access to local and foreign stock markets
  • Representative whose interest is aligned with yours

Why Securities Advisory

Are you a busy professional who sees value in receiving stock picks and trade execution services from an investment specialist? Do you lack time to carry out your own trades? 

If your answer is YES, our Securities Advisory Service may be the right service for you! Speak to our investment specialists.

  • Bespoke investment advice from your investment specialist
  • Control – your specialist places trades for you only upon your confirmation
  • Lower brokerage charges compared to standard broker-assisted rates
  • Access to local and foreign stock markets
  • Representative whose interest is aligned with yours

Testimonial

What is

Investment (Listed Securities)

Important Key information

  • A suitability analysis will be performed to understand your investment objectives, financial situation, specific needs and risk tolerance. This service is suitable for investors with high risk preference.
  • Individual, joint or corporate account holders may apply to open a Phillip Investment Account – Prepaid (CC) for commencement of the Securities Advisory Service.
  • Minimum Investment Amount: S$25,000 (cash/ stocks equivalent)
  • Advisory Fee: 1.25% p.a.
  • Commission rate: 0.12% (min S$10) for Singapore Shares; For other markets, please speak to your representative.

Investment (Listed Securities)

Important Key information

  • A suitability analysis will be performed to understand your investment objectives, financial situation, specific needs and risk tolerance. This service is suitable for investors with high risk preference.
  • Individual, joint or corporate account holders may apply to open a Phillip Investment Account – Prepaid (CC) for commencement of the Securities Advisory Service.
  • Minimum Investment Amount: S$25,000 (cash/ stocks equivalent)
  • Advisory Fee: 1.25% p.a.
  • Commission rate: 0.12% (min S$10) for Singapore Shares; For other markets, please speak to your representative.

Secured approval via our Wealth Management platform

Your Financial Adviser Representative will be selecting Stocks and Exchange Traded Funds (ETFs) from more than 26 global exchanges. What’s more? You can enjoy our excess fund facility.

ETFs offer a low-cost and easy way for you to gain exposure to a basket of stocks instead of exposure to a single company. There is a wide variety of ETFs available in the market to cater to your investment needs and goals. Talk to your Representatives and understand more about ETFs now!

Phillip Capital Management – the Asset Management arm of PhillipCapital Group offers three ETFs:

  • Phillip SGX APAC Dividend Leaders REIT ETF – Gain easy access to a diversified and liquid basket of REITs across the Asia Pacific Region.
  • Phillip SING Income ETF – The easier way to gain access to high quality SG Stocks.
  • Phillip SGD Money Market ETF – Gain access to high quality debt and money market instruments and deposits with eligible financial institutions.

Note

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Risk

Securities investment is subjected to market risk and specific risk.

Note

Securities investment is subjected to market risk and specific risk.

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