Private Managed Account

 

Objective

In a financial environment that is both dynamic and ever-changing, you need an account that better manages your finances. That is why we have created the Private Managed Account (PMA).

 

Brief Description of the Account

PMA is a discretionary portfolio with objective to provide capital gain over the long term by investing in Malaysian equities listed on Bursa Malaysia.

 

Benefits to clients

  • Actively managed and monitored by a dedicated investment team.
  • Transparency through quarterly statements and 24-hour online access via POEMS.
  • Diversification. Portfolios are not concentrated in any one stock.

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    Mode of Purchase or Investment

    If you are interested to open PMA account, kindly contact our Client Services at 03-27830300 or email us at pcm@poems.com.my.

     

    Rates and Charges (if applicable)

    Management fees, Service Fees, Custodian Charges and other charges are applicable.

     

    Disclaimer

    The information contained herein does not constitute an offer, invitation or solicitation to invest in Phillip Capital Management Sdn Bhd (“PCM”). No part of this document may be circulated or reproduced without prior permission of PCM. Any investment product or service offered by PCM is not obligations of, deposits in or guaranteed by PCM. Investment in shares and bonds may go up as well as down. If investors are in any doubt about any feature or nature of the investment, they should consult PCM to obtain further information before investing or seek other professional advice for their specific investment needs or financial situations. Information contained herein is subject to change without any notice. Under all circumstances, investors are advised to consider the fees and charges involved before investing. To the best knowledge of the Manager and the Investment Manager, transaction undertaken by or on behalf of the Funds is done in the interest of the Unit holders. Where a conflict of interest arises due to the Director’s holding substantial shareholding or directorship of a company and the Funds invest in that particular company’s securities, the said member shall refrain from any decision-making relating to that particular company’s securities. There are risks involve, and investors should rely on their own evaluation or should consult a professional adviser to access the merits and risks before investing.