eUnitTrust is the fund platform of Phillip Securities Pte Ltd (A member of PhillipCapital).
We are one of the leading financial institutions in Singapore. If you're thinking of starting an unit trust investment, you have come to the right platform. Here are many good reasons why you should invest with us:
1. No Platform Fees!
Unlike other players in the market, we provide the online platform to customers at ZERO cost, regardless the type of funds our customers hold. This is how we help our customers keep their costs as low as possible while staying invested with us.
2. Sales Charge as low as 0.75%
As our valuable customer, we are offering a promotional sales charge of 0.75% from now till 31 August 2010.
You can top up your existing investments with us to the above tiers and enjoy the lower sales charge on your new investments. Alternatively, you may also transfer your unit trusts bought from other distributors to meet the required levels of portfolio market value.
Note: Click here to view full fund selection applicable for the 0.75% sales charge promotion. Funds that do not qualify for this promotion will enjoy a 50% discount off the full sales charge for online transactions, unless otherwise stated in Fund Finder .
3. 0.5% Switching Fee!
Switch into any funds and pay as low as 0.5% switching fees! Take this opportunity to rebalance your portfolio with the low switching fee!
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 (e.g. Money Market Funds), prevailing online sales charges will apply.
4. Savings from CPF Transactions
Pay less agent bank transaction charges and CPF service charges when you invest with us – a registered CPFIS Investment Administrator. For more detail, click here.
5. Wider Seections of Funds
With access to over 300 funds from 27 fund managers, look no further – you can invest in local, regional, or global funds covering various sectors and industries of your choice. Click here to see our selection of funds.
6. One-Stop Online Trading Platform
Transact and monitor your portfolio 24/7 online. In addition, we have online investment features such as fund prices , charts, proprietary tools, market/ fund updates. Fund recommendations are available too!
7. Free Educational Seminars
eUnitTrust provides a series of seminars to keep you well informed on current market, recommended funds, new and popular funds. Click here for more information and to register.
8. Online Advisory Service
Our team of Wealth Consultants will be at hand to provide you with the highest level of quality customer service and support in order for you to build and manage your investment portfolio. Click here to know more about our wealth consultants.
9. Investor Centers at heartland to serve you better
If you require face-to-face assistance, you may visit any of our Phillip Investor Centres, which are conveniently located in different parts of Singapore. At our Phillip Investor Centres, you can open an account, attend educational investment seminars and even submit online transactions through the computer terminals there. Click here for locations.
10. Earn returns while waiting for investment opportunities
The Cash Management account allows you to potentially earn returns on your excess money by auto investing in the Phillip SGD Money Market Fund and the Phillip USD Money Market Fund. Click here for rates and more information.
11. Free newsletter
UTalk is a FREE monthly newsletter that will keep you in touch with the latest news in the unit trust investment world! In the monthly issues, you can expect first hand updated market information to help you make informed investment decisions. Click here to access past editions.