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Frequently Asked Questions (FAQ)

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23 FAQs, most recent first
1) 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.
2) How do I make payment for my unit trust purchases? Click for details...
You have the options of making payments through your bank's ATMs/ internet banking facility, cheque or cash.
3) Why are certain pages in POEMS not being loaded (not appearing)?
For Chrome and Firefox users, you would need to...
4) How do I transfer-in my holdings maintained with other distributors or banks?
Transfer-in your cash, CPFOA, CPFSA or SRS unit trust holdings.
5) 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 ...
6) 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....
7) How does 0.5% switching charge works?
Below is a table that illustrates the type of switches you can perform and its charges.
8) 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.....
9) 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.
10) 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.
11) 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 .......
12) Can I pay my first RSP subscription through cheque or must I wait for my GIRO approval to start RSP Cash?
There are two options;Option 1 –To Start RSP Immediately.....
13) Can a CPF investment be converted into a cash investment?
No, it cannot. The only exception is when the investor reaches 55 years old, and has met the min requirement sum set aside .....
14) Are there any handling fees for regular savings plan (RSP) subscription imposed by Phillip Securities?
No additional fees beside the sales charge incurred. However, on RSP CPF, agent banks levy transaction charges of $2.50....
15) If I have insufficient money in my bank account for GIRO deductions for RSP Cash, will there be any penalty? Similarly, what penalty is liable for unsuccessful CPF deductions?
RSP Cash:No penalty. However RSP may be terminated after two consecutive unsuccessful deductions ....
16) Can I give an order over the phone to subscribe to a unit trust?
No, all orders via phone will not be accepted. You can only submit their orders through Phillip Unit Trust, POEMS or your financial adviser.
17) Which are the transactions that can be carried out through Phillip Unit Trust?
You can buy, sell and switch in/out of your holdings and start a RSP through Phillip Unit Trust. However, if your holdings ......
18) How do I monitor the performance of my Unit Trusts?
Phillip Unit Trust provides daily price and daily valuation of your portfolio at My Portfolio tab. In addition, for Cash/ CPFOA-IA/ CPFSA-IA/ SRS-IA trades.......
19) Is an initial investment required before I can subscribe to RSP?
Yes. Most funds require an initial investment amount before you are entitled to subscribe to RSP using cash or CPF......
20) What is the minimum subscription amount for RSP?
Please go to Fund Finder -> RSP Info or RSP Approve Fund lists
21) When and how much to invest for unit trust?
Generally, there is no best time to invest. However, by investing frequently, the full benefits of "dollar ·cost ·averaging" can be obtained....
22) What are my options when fund managers pay out dividends?
In Phillip Unit Trust, all dividends will be reinvested, unless funds have only payout dividend option.
23) Who can invest in unit trusts?
Any individual who is above 18 years old will be eligible.......