Phillip Global Wrap Account

 

Objective

With Phillip Global Wrap Account (PGWA), you gain access to international securities. Rather than picking your own funds and managing them, let our qualified and experienced professionals to do the job for you.

 

Brief Description of the Account

PGWA allows you to invest in international stocks, foreign unit trust and exchanged traded funds. Our professional qualified advisors will help you navigate through the confusing array of investment instruments and select the service best suited for you.

 

  • Asia Focus – a portfolio with mandate to invest into Asian companies listed in various Asian markets.
  • Phillip Managed Funds Global (formerly known as DWrap UTe) – a portfolio of foreign unit trust funds and ETFs.
  • Phillip Portfolio Masters – a portfolio of specific securities investment in Singapore, Thailand and Hong Kong/China markets.

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    Benefits to clients

  • 0% sales charge & no switching fee
  • Hassle-free funds selection and management
  • Multiple asset classes, global diversification
  • Dedicated client servicing for portfolio reviews and administration
  • Access of consolidated holdings through our online platform, FAME

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    Mode of Purchase or Investment

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

     

    Rates and Charges (if applicable)

    Custodian charges, Service Fees, Annual Wrap fee 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.