Wendy How

Senior Financial Services Director

MAS Rep No: HSB200064438

Languages: English, Mandarin

Industry Experience: 25 years

MY PROFESSIONAL SERVICES

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

Other Specialties

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

MDRT Qualifying and Life Member
(2000-2001, 2008-2009, 2011-2023)
MDRT Court of the Table (COT)
(2021-2022)
Phillip Securities Top Team Manager (Life Insurance)
(2014, 2018, 2020-2021)
MDRT Top of the Table (TOT)
(2021)
Phillip Securities Top Team Director (Life Insurance)
(2021)
Phillip Securities Golden Eagle Award (Special Recognition for Life Insurance)
(2020)
Phillip Securities Overall Top Team Manager
(2018)
NTUC Income Top FA Award (Annualised Premium)
(2010, 2014)
Phillip Securities Top Team Manager / Financial Advisory Consultant (Managed Account)
(2011)
NTUC Income Top FA Award (Health Insurance)
(2011)

Total Views: 182 Today Views: 1