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Phillip Cash Management Account (PCMA)
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 PCMA.
What is PCMA?
Phillip Cash Management Account (PCMA) is an enhanced trading account that allows you
to get the most from your money with the powerful cash management features.
It allows you 24 hr access to multiple markets including Singapore, Malaysia, Hong Kong, Thailand, Japan, UK and US via
POEMS, our online trading platform.
Local shares purchased will be kept in your Global Securities Account (GSA) with the Central Depository (CDP).
Features of PCMA
- Attractive Returns
Excess credit balance in your account will automatically be invested into our
Phillip Money Market Fund (PMMF) at absolutely no charge and fully managed by our award winning Phillip Capital Management
team (refer to past performance in the chart below). It taps into high quality money market instruments, such as government
bonds, treasury bills, etc.
PCMA aims to preserve the principal value and maintain high degree of liquidity. Your
cash in PMMF are not locked-in and will always be available for your use or withdrawal by the next working day.
Absolutely NO service fee and NO requirement of minimum balance!  Phillip Money Market Fund Performance Chart as at 31 Dec 2007 on SGD, Bid-Bid basis with Income Reinvested
NAV is the market value of all securities owned by a fund, minus its total liabilities, divided by the number
of units issued. It is equivalent to bid price as there are no redemption charges.
For example:
NAV is 1.0116 in Dec 2001. If you put in $50,000 in the fund then, you will get back $54,636.22 in Dec
2007 when NAV reaches 1.1054, as illustrated below#.
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$50,000 |
x |
1.1054 |
= |
$54,636.22 |
|
1.0116 |
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#This example is for illustration purpose only. Past performance may not be indicative of future performance.
- Hassle-free Trade Settlement
As long as you have sufficient funds in your PCMA, enjoy automatic
payment/offset for trades done in Stocks, Unit Trusts, Treasury Bills and more.
- Multi-currency Ledgers
You also have the option of maintaining foreign currency balances
(USD, HKD, MYR and JPY) in your account for ease of trading and efficient management of your foreign currency denominated
investments.
- Transactional Records and Statements
Up to 12 months of past transaction history is archived
online and accessible through POEMS. Detailed monthly/quarterly statements will also be sent.
- Custodian Services
Enjoy full services when it comes to trade settlements and corporate
actions for all your foreign share holdings.
- Online Transactions
You can pay online via POEMS for selected reward items using funds
in the PCMA. You can also transfer funds to your other trading accounts or local bank account.
- Electronic Payment for Shares (EPS)
Deposit cash into your PCMA anytime through your banks’
ATMs or internet banking facilities by selecting the EPS (Lump Sum Payment) option. Online bill payment is also accepted.
Research
We have a team of well-qualified and experienced (individually licensed) analysts based in Singapore. We work
closely with research teams in other Group companies in Hong Kong, Australia, Thailand and Japan so as to cover a spectrum
of sectors and to provide up-to-date information for all our clients.
Our valued customers include companies within the Group as well as external clients like SGX, listed and unlisted
companies.
Misean Economics has served our knowledge needs and liquidity analysis forms the basis of most of our forecasting
models, in addition to traditional financial analytical tools.
We have developed accurate models in commodity pricing that can help companies strategise their allocation of
resources. Our research coverage or valuation of listed and unlisted companies can help them get access to investors and/or
corporate financing.
Investors, including our fund management teams, have benefited from our expertise in secular trends, monetary
policy analysis and technical charting. The team has been able to consistently identify moneymaking investment and
trading ideas that outperform the rest.
While we continue to help develop the Group's fund management and proprietary trading teams, we look forward
to developing with other units in wealth management and institution sales.
For more information on how you can access our research reports, go to our Phillip Securities Research page.
Investment Tools and Education
CQ Learning Centre
Privileged
opportunities at highly-affordable prices for those who want to gain an edge in the art of succeeding in the business-investment
world. Be in-the-know about key investment principles. Be enriched by lectures-cum-discussions on trading strategies adopted
by world-class business schools tested in the market by practitioners. Build networks and get the latest news tips.
Courses
available for both the professionals and laymen range from the rigorous CMFAS industry licensing exam preparatory courses
(formerly known as the Trading Rep / Dealer Rep papers), to short investments courses in stocks, futures and technical analysis.
On the whole, our courses have received high ratings by our course candidates.
Scoreboard Charting Services
Taking control of your own investment decisions is easy. With Scoreboard, you will have ready access to daily updated
data for the full range of stock, commodities, futures prices listed in major Asian stock markets as well as historical data
of up to 10 years or more.
Combine this with Metastock - a powerful charting analysis tool that offers a wide range
of charting capabilities, highly appealing to both the sophisticated investor who wants customized in-depth analysis as well
as to the layman who wants quick and easy cues. Strongly recommended for those who need to make intelligent forecasts by looking
at the big picture.
Stock Alert Services
Be in touch with stock market movements through your
handphone or email. A very economical and useful tool for anyone who needs to be kept informed anytime, anywhere.
For
more information, please visit us at www.cyberquote.com.sg.
Alternatively, you can contact us at 6505 0199 or email us at retailsales@cyberquote.com.sg.
We pride ourselves on understanding the problems and opportunities in the consulting industry. Our company is committed to
excellence, and that is found in all of our services. Our clients are our greatest asset, and we are dedicated to serving
your needs.
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