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     Keep track of your unit trust prices by receiving email once the preset is met.

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Fund Promotions

   

 

 Promotional Sales Charge  
  Sales Charge as low as 1%! 

As our valuable customer, we provide preferential sales charge of 1.25% for customers who have a portfolio market value greater than $100,000. For portfolios with market value greater than $200,000 will enjoy exclusive sales charge of 1%!
 

Portfolio Market Value     Sales Charge*
Below 100K 1.50%
100K - 200K 1.25%
Above 200K 1%

You can top up your existing investments with us to the above tiers and enjoy the lower sales charge on your new investments. Also, you can transfer your unit trusts bought from other distributors to meet the required levels.

Note:

 Click here to view full fund selection applicable for the volume discount 

 For existing Unit Trust Investors, you will qualify for the volume discount only when your portfolio market value meets the   100K and 200K tier, to be able to enjoy the 1.25% and 1% respectively. 

  0.5% switching fees*

Switch into any funds and pay as low as 0.5% switching fees! Pay lower switching fees and take this opportunity to rebalance your portfolio!

Switching is a ‘sell’ (switch out) order followed by a ‘buy’ (Switch in) order. To facilitate the process, no settlement is required, as the proceeds from the switch out order will be used to settle the switch in order. The switch in will only be processed upon receipt of the switch out proceeds.

Note:

 Click here to view "0.5% switching fees" applicable for the volume discount.

 If switching into this fund from another fund with 0% sales charge,  sales charges will apply.

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 Special Deals - 1% Special Deal Fund List from 1 March 2010 to 31 May 2010:
 FIL Investment Management (Singapore) Limited
 Fidelity America Fund;
 Fidelity India Focus Fund;
 Fidelity Greater China Fund;
 Fidelity Asian Special Situations Fund;
 Fidelity Global Inflation - Linked Bond Fund
 UOB ASSET MANAGEMENT LTD
 UOB United Gold and General Fund;
 UOB United Asia Fund;
 UOB United Growth Fund;
 UOB United GEMS Investments(S$);
 UOB United Asian Growth Opportunities Fund
 SCHRODER INVESTMENT MANAGEMENT (S) LTD
 SISF Global Emerging Market Opportunities;
 Schroder BRIC Fund;
 Schroder Asian Growth Fund;
 Schroder Emerging Europe;
 SISF Emerging Market Debt Absolute Return Fund
 PRUDENTIAL ASSET MANAGEMENT (S) LTD
 PRU Global Basics;
 PRU Dragon Peacock;
 PRU Monthly Income Plan;
 PRU Asian Balanced;
 PRU Asian Infrastructure Equity
 LEGG MASON ASSET MANAGEMENT SINGAPORE PTE. LIMITED
 Legg Mason Asian Enterprise Trust;
 Legg Mason Southeast Asia Special Situations Trust;
 Legg Mason Singapore Opportunities Trust;
 Legg Mason Value Fund;
 Legg Mason Asian Bond Trust
 HENDERSON GLOBAL INVESTORS (SINGAPORE) LIMITED
 Henderson Global Technology Fund;
 Henderson Pacific Dragon Fund;
 Henderson Asia-Pacific Property Equities Fund;
 Henderson Horizon Fund-Asian Dividend Income Fund;
 Henderson Horizon Fund-China Fund
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 Gifts and Vouchers  
 Receive $10 Shopping voucher with 10K investments into the following DBS funds.

Equities Fund 
Shenton Thrift Fund
Shenton TwinCity Fund 
Shenton Asia Pacific Fund 
DBS Global Property Securities Fund  

Fixed Income Fund 
Shenton Income Fund

Terms & Conditions:  

1. The qualifying period to enjoy the above promotion is from 01 March 2010 to 31 May 2010, applicable for Cash and SRS trade placed online. 
2. The promotion is applicable for the above DBS funds placed online, for single lumpsum trade per investor. 
3. Investors will receive the vouchers around 8 weeks from the end of the promotion by registered mail. 
4. Phillip Securities Pte Ltd reserves the right to amend the Terms and Conditions from time to time without prior notifications
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 Invest in Prudential Funds and be REWARDED!


10K of Prudential Investments – Receive a 2GB Thumb drive.

5K of Prudential Investments – Receive a Prudential tote bag.
 
 Tote Bag - Choice of colour depending on availability        2GB Thumbdrive
 
 
Terms & Conditions:
 
1. The qualifying period to enjoy the above free gift is from 04 Feb 2010 to 31 Mar 2010, applicable for Cash and SRS trade placed online.
2. The promotion is applicable for all the Prudential funds available online, for single lumpsum trade per investor.
3. Investors will receive the premium gifts around 8 weeks from the end of the promotion by registered mail.
4. Phillip Securities Pte Ltd reserves the right to amend the Terms and Conditions from time to time without prior notifications
 
 
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