SRS - More Than Just Tax Savings & How Shield Plans Work?
Saturday, 5 November 2016 from 11:00 to 12:30 (SGT)
Topic : SRS - More Than Just Tax Savings & How Shield Plans Work?
Speakers: Ms. Lina Su, Branch Manager, Phillip Securities Pte Ltd & Mr. Shawn Tan, Head, Business Development, Intermediary Division, Aviva Ltd.
Date : 05 Nov 2015, Sat
Time : 11.00am – 12.30pm
SRS – More Than Just Tax Savings
Supplementary Retirement Scheme (SRS) is a voluntary savings program designed to encourage individuals to save for their retirement. Contrary to popular belief, tax savings is not the only benefit that you can enjoy while utilising the program. You may grow your nest egg by investing your SRS funds in SRS approved financial products, all of which are available here at PhillipCapital.
In this seminar, our presenters will share on the following:
- How does SRS work?
- What are the benefits of using SRS?
- What can you invest with SRS?
- SRS Promotions
Integrated Shield Plan (ISP) & Eldershield Supplements (ES)
Integrated Shield Plan (ISP) & Eldershield Supplements (ES) are supplementary plans that enhance the government’s insurance initiatives. Each supplementary plan helps and benefits in different ways and gives one a piece of mind.
In this seminar, we will share on the following:
- What are ISP and ES?
- How it works?
- What are the benefits?
For more information on the seminar, please click HERE.
Mr Shawn Tan first joined the financial service industry as an Insurance Advisor. He subsequently switched to a corporate role where he excelled and moved up the ranks quickly. Over the years, he has held roles spanning from Training and Business Development. Prior to joining AVIVA, Shawn was with British Insurer Prudential as the Business Development Director. Currently he holds the title, Head, Business Development, Intermediary Distribution – Aviva .
Ms. Lina Su – Branch Manager (Boon Keng & Marsiling Branch)
Availability for these seminars are on a first-come-first-served basis. While seats last!
To register, you may call us via 6812 1588 or email us at firstname.lastname@example.org
When & Where
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 plan, 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 total 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 Hong Kong, Japan, UK, USA, China, Malaysia, Indonesia, Thailand, India, Cambodia, France, Sri Lanka, Australia, UAE and Turkey.
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.