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SMART Investing with SRS

Phillip Securities Pte Ltd (A member of PhillipCapital)

Friday, November 23, 2018 from 12:30 PM to 1:30 PM (Singapore Standard Time Singapore Time)

SMART Investing with SRS

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SMART Investing with SRS 31 Tickets Nov 23, 2018 Free  

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Event Details

Topic:                    SMART Investing with SRS

Speaker:               Mr. Jackson Chua – Branch Manager, Phillip Securities Pte Ltd

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

Date:                     23 November 2018, Fri

Time:                    12.30pm – 1.30pm

Venue:                  Phillip Investor Centre, Ang Mo Kio

 

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 people 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. 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
  • SRS Portfolio Allocation 

 

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

Limited seats available. For enquiries, please call 6812 1522 or email amk@phillip.com.sg.


Speaker Profile

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

Mr. James 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 programs, including Channel News Asia, Asia Business First, Channel 8’s Money Week and Morning Express, Capital 95.8FM and 938Live Morning news programs where he talks about current market trends. He is a SGX Academy Professional Trainer and conducts seminars on Financial Analysis and Technical Analysis.

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

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When & Where


Phillip Investor Centre, Ang Mo Kio Branch
Blk 710A Ang Mo Kio Ave 8
#01-2629
Singapore City, 561710
Singapore

Friday, November 23, 2018 from 12:30 PM to 1:30 PM (Singapore Standard Time Singapore Time)


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Organizer

Phillip Securities Pte Ltd (A member of PhillipCapital)

Since 1975, the PhillipCapital network has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers.  Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts,  insurance planning, regular savings plans, investment research, equity financing and property consultancy*. 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 custody/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, including offices in Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, Australia, UAE, UK, France, Turkey 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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