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Frequently Asked Questions (FAQ)

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36 FAQs, most recent first
1) What are the terms and conditions, you need to comply with, when filling up the ‘Dividend Instruction Form (U61)’?
There are 3 important information to note. (Please click the title to read more)
2) How often will dividends be distributed?
The frequency of distribution could range from monthly, quarterly to annually. (Please click the title to read more)
3) What is the meaning of “Accumulation Class or Acc” which is sometimes seen in the names of some funds?
These words denotes a Class for which distributions are not declared and paid to the Holders (e.g. Class SGD Acc). Hence, all income and interest attributable to an Accumulation Class will not be distributed but will be accumulated and reflected in the price of the Units of the Class.
4) How do I know which funds pay dividends?
There are many ways which you will be informed whether a fund pays dividends or not. (Please click the title to read more).
5) Are dividends re-invested or paid out?
On our platform, dividend option has been defaulted as "Reinvest" and this is controlled at your account level. The dividends will be reinvested in the form of additional units in your relevant holding.
6) How are dividends distributed?
Dividends can be distributed in cash value or issued in units. (Please the title to read more)
7) What is the meaning of “Distribution Class or Dist or Dis” which is sometimes seen in the names of some funds?
These words denotes a Class for which distributions are declared and paid to the Holders in accordance with the applicable distribution policies (e.g. Class SGD Dist).
8) Why some funds have the name ending with (Dis) or (Acc)?
The word (Dis) is an abbreviated word that when a fund distribute dividends, these distribution will be re-invested to the same fund by default. The dividends will be reinvested in the form of additional units in clients' relevant holding. Should clients want to have the dividends paid out to their bank accounts, they need to submit an application form manually to make this arrangements for dividends withdrawals, subject to certain conditions they need to comply with. The word (Acc) is an abbreviated word that the fund does not distribute dividends.
9) View all training videos on how POEMS 2.0 platform can help you place your orders online easily!
View all training videos on how POEMS 2.0 platform can help you place your orders online easily!
10) How do I get started, view price & fund information on POEMS 2.0 trading platform?
Please click here to watch a short video on how you can get started...
11) How do I put through my trades, view order status & my holdings on POEMS 2.0 trading platform?
Please click here to watch a short video on how you can trade...
12) Resolving Unit Trust Charts Display because of Java version 8 recently upgraded security
The recent Java version 8 has changed their security options to either "High" or "Very High". The "Medium" security option is no longer available. These new security change has inadvertently blocked the display of our charts. Please click the title above to view the detail procedures on how your Java settings should be modified to resolve this problem.
13) Intermittent problems faced by clients who use the Google Chrome or Opera browsers
At some of our web pages, there will be some messages that will provide promptings to facilitate your navigation. However, due to some recent changes in property settings of some browser updates, these messages were affected. We recommend that you use other available internet browsers to resolve this problem. Please click this link to view alternative internal browsers that are more suitable...
14) What are the Fees and Charges?
Our suite of Bond and CPFIS funds is available at 0% sales charge. Our Cash & Cash Equivalent (money market) funds are also available at 0% sales charge.
15) How do I make payment for my unit trust purchases?
You have the options of making payments through your bank's ATMs/ internet banking facility, cheque or cash.
16) When are my orders transacted and what is the price (NAV)?
The cut-off time is 3pm on any standard market day...
17) Why are certain pages in POEMS not being loaded (not appearing)?
For Chrome and Firefox users, you would need to...
18) How do I transfer-in my holdings maintained with other distributors or banks?
Transfer-in your cash, CPFOA, CPFSA or SRS unit trust holdings.
19) How long will it take for me to receive my money?
The settlement dates are based on the fund source and the asset class of the funds ...
20) How do I invest in unit trusts?
Investors can choose to use Cash, CPFOA-IA, CPFSA-IA or SRS-IA to invest in unit trusts via Phillip Unit Trust....
21) How does 0.5% switching charge works?
Below is a table that illustrates the type of switches you can perform and its charges.
22) How can I start (Regular Savings Plan)RSP again?
You can simply start RSP via Transaction -> RSP -> New Plan. You are not required to set up the GIRO linkage.....
23) What will happen to my unit holdings after my (Regular Savings Plan)RSP has been stopped?
Your unit holdings will remain unchanged, unless it is below the minimum holding amount or the units that are required by Fund Mangers.
24) What will happen if my Regular Savings Plan (RSP) fund is temporary closed for subscription?
Until fund is open for subscription, RSP will be stopped.
25) Am I able to change my RSP subscription amount? If yes, are there any charges?
Yes, if you maintain the minimum holding amount. To check the amount, please go to Fund Finder -> Investment Amount .......
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