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SMART Investing with SRS

Phillip Securities Pte Ltd (A member of PhillipCapital)

Wednesday, April 25, 2018 from 12:00 PM to 2:00 PM (Singapore Standard Time Singapore Time)

SMART Investing with SRS

Ticket Information

Type Remaining End Quantity
SMART Investing with SRS 40 Tickets 1d 18h 4m Free  

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Event Details

Topic:             SMART Investing with SRS

Speaker:        Mr. Vince Koh – Investment Consultant, Phillip Securities Pte Ltd

                       Mr. James Ooi – Portfolio Manager, Managed Accounts, Phillip Securities Pte Ltd

Date:              25 April 2018, Wed

Time:             12.00pm – 2.00pm

Venue:           Phillip Investor Centre, Raffles City (L6)

 

Synopsis

Part 1: Grow Your Nest Egg with SRS

Supplementary Retirement Scheme (SRS) is a voluntary savings programme introduced by the Singapore government to encourage you to save for retirement while enjoying some tax relief. As the cut-off date for you to contribute to your SRS account draws nearer, find out more about SRS and what financial products you can invest through your SRS funds first. Thereafter with the right financial product and motivation, we can breeze through the planning and achieve your desirable retirement lifestyle.

In this session, our presenter will be sharing on the following: 

  • How does SRS work?
  • What are the benefits of the scheme? 
  • When can you withdraw SRS money? 
  • What can you invest with SRS funds

 

Speaker's Profile

Mr. Vince Koh – Investment Consultant, Phillip Securities Pte Ltd

Vince Koh has been with Phillip Securities since Feb 2017 and has provided financial advisory in terms of investment products and financial planning. He has also conducted seminars on 'New to Investing' that covers investment basics. He holds a Bachelor of Business (Honours) from Nanyang Technological Univeristy (NTU). He currently holds the (Associate Wealth Planner) AWPCM

For enquiries, please call us at 6812 1550 or email us at kohjy@phillip.com.sg or pictf@phillip.com.sg.

 

Part 2: SMART Portfolio – The New Wave of Investing

Is investing really that difficult?  Can we keep investing simple while at the same time achieve our desired outcome from our participation in the stock markets?

Phillip SMART Portfolio “SMART” is an investment service that matches a best-fit portfolio based on your online risk analysis. Let us help you take control of your investments and grow your wealth

We invite you to join us in this seminar as we explore and get ourselves ready for our investment journey. 

 

Speaker's Profile

Mr. James Ooi – Portfolio Manager, Managed Accounts, Phillip Securities Pte Ltd

jamesooicj@phillip.com.sg

Mr Ooi has been with Phillip Securities since 2010. Prior to joining Phillip Securities, he was a Futures Dealer in an investment bank.

Prior to joining Managed Accounts as a Portfolio Manager, he was a Customer Experience Specialist before becoming an equity dealer with our POEMS Dealing team, progressing to lead the dealing team at Phillip Investor Centre – Toa Payoh branch. 

He has been a regular market commentator for various media programmes, including Channel NewsAsia’s Asia Business First, Channel 8’s Money Week and Morning Express, Capital 95.8FM and 938Live Morning news programmes where he talks about current market trends.

He is a SGX Academy Professional Trainer and conducts seminars on Financial Analysis and Technical Analysis.

He holds a Bachelor of Business degree with double majors in Finance and Marketing from the University of Technology Sydney.

Have questions about SMART Investing with SRS? Contact Phillip Securities Pte Ltd (A member of PhillipCapital)

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When & Where


250 North Bridge Road
#06-00
Phillip Investor Centre (Raffles City Tower)
Singapore, 179101
Singapore

Wednesday, April 25, 2018 from 12:00 PM to 2:00 PM (Singapore Standard Time Singapore Time)


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Organizer

Phillip Securities Pte Ltd (A member of PhillipCapital)

 

Since 1975, PhillipCapital has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail, corporate and institutional customers.

Our comprehensive suite of financial products and services includes fund management, managed accounts, unit trusts, insurance planning, regular savings, contracts for difference, exchange traded funds, investment research, equity financing, property; and broking in bonds, securities, futures, foreign exchange, precious metals and commodities. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.

With more than 3,500 employees and over 1 million clients worldwide, our assets under management totals to more than USD 30 Billion with shareholders' funds in excess of USD 1 Billion.

PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries, with offices in Singapore, Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, UAE, UK, France, Turkey, Australia and USA.

Information on any and all independent PhillipCapital members and the respective financial services they offer can be obtained from www.phillip.com.sg. Members can otherwise be identified by their authorised use of PhillipCapital brand name along with their own name in their documentation and literature.

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