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投资新手指南,POEMS 2.0 操作指导 与 Phillip SMART Portfolio – 投资的新浪潮

Phillip Securities Pte Ltd (A member of PhillipCapital)

Friday, 25 May 2018 from 16:00 to 17:00 (Singapore Standard Time Singapore Time)

投资新手指南,POEMS 2.0 操作指导 与 Phillip SMART Portfolio –...

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投资新手指南,POEMS 2.0 操作指导与Phillip SMART Portfolio – 投资的新浪潮 28 Tickets 15h 40m Free  

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Event Details

Topic:       资新手指南,POEMS 2.0 操作指导与 Phillip SMART Portfolio – 投资的新浪潮

Speaker:  刘秀卿(Lau Siew keng), 营销助理 和 黄佳仁,投资组合经理

Date:        25 May 2018, Fri

Time:        4.00pm – 5.00pm

Venue:     Phillip Investor Centre, Boon Keng

 

课程内容 

 A. 投资新手指南 

对于一般投资新手,理财可能是件难事。我们将和您分享基本理财知识和如何有效地开拓您的财富之旅。参与我们的讲座,趁早学习如何理财,将让您早日掌握优势。  讲座主题:         

1. 投资理财的基本步骤

2. 哪些资金能用来投资?

3. 投资选择 

 B. POEMS 2.0 交易平台

1.体验全新的POEMS 2.0. 人性化的操作界面改变您的交易方式

2.结合各种新功能,客制化您的交易版面就在弹指之间

3.互通您的全球股票列表到您的行动装置(手机,平板电脑)

4.更多功能:股票扫描,股票分析,交易资讯等等 

现在就报名我们的免付费中文版讲座. 本次教学是以中文授课.

 如有查询,请致电 6812 1599 或发电邮到 tn_team@phillip.com.sg.

讲师

刘秀卿 Lau Siew Keng),营销助理

秀卿毕业于银行和金融学士学位,荣获多次的优秀生名单。在学业生涯中,她学习到了必要的金融科目和商业管理,让她对金融和商业有更深一度的了解。她希望以简单又明了的方式把她所学习到的知识分享给各位。

 

 

C. Phillip SMART Portfolio – 投资的新浪潮

 投资真的很难吗?我们可否把投资简单化,同时通过长期投资创造财富?

Phillip SMART Portfolio是一项全权委托账户服务,分析您在线所提供的个人风险偏好和收益目标,再为投资者提供最佳,最适合,个性化且多元化投资组合。

我们邀请您报名我们的讲座,加入探索财富管理之旅。

 

讲师

黄佳仁,投资组合经理

黄先生在 2010 年加入辉立证券,现任职投资组合部门的投资组合经理。他曾是大巴窑分行的交易经理。在加入辉立证券之前,他在一家投资银行担任 3 年的期货交易员。

黄先生常受邀担任新传媒亚洲新闻台和 8 频道财经节目的嘉宾,谈论股市动态并提供资讯参考。他也经常参与《联合早报》和 958 城市频道的财经访问。

他目前也是新交所学院讲师, 擅长以浅显易懂的方式给予基本和技术分析。

黄佳仁毕业于悉尼技术大学,主修金融和市场营锁学。

 

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 若您想了解更多有关SMART Portfolio的信息, 请点击这里

 

Do you have questions about 投资新手指南,POEMS 2.0 操作指导 与 Phillip SMART Portfolio – 投资的新浪潮? Contact Phillip Securities Pte Ltd (A member of PhillipCapital)

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When & Where


Phillip Investor Centre - Boon Keng
Blk 102 Towner Road
#01-264
Singapore, 322102
Singapore

Friday, 25 May 2018 from 16:00 to 17:00 (Singapore Standard Time Singapore Time)


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Organiser

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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