HERE IS THE DEAL
LET ME KNOW YOU ARE REAL AND AUTHENTIC
BEFORE ANY SERVICE IS RENDERED... HERE'S WHY.
Understand that opening a POEMS account (It’s free) tagged to me shows that you are real and starts off the relationship engagement right. At the minimum, show me that you are not afraid to show your face over a Zoom Video Call (Discovery Session)
It lets me know I will be in contact with a genuine and authentic person.
Banks segment services according to amounts parked with them. When you see priority queues and differentiated services at bank branch offices, this proves that society can tolerate differential treatments.
Contact. Engage. Act Now.
The engagement level is tied to the EMOTIONAL BANK ACCOUNT BALANCES that begins when you open a POEMS account tagged to Isaac.
And upon the simple and seamless account opening completion, I will be in contact with you for follow up.
Contact. Engage. Act Now.
PhillipCapital allows you to have multiple POEMs to choose which representative you wish to direct your business to. Having an account tagged to me (CFM) allows me to assist you with all your servicing needs.
It is great that you have started on your investment/trading journey. Platforms do run into issues from time to time and when it happens during a volatile market state, it helps to have another platform to perform hedging actions.
(One example is if you need to sell shares in your CDP account but your current platform has issues, a POEMs account linked to CDP can help. But of course, you need to have that set up first.)
WHY START A RELATIONSHIP WITH ISAAC
THIS INVOLVES OPENING A POEMS ACCOUNT TAGGED TO ISAAC
OR AN ONLINE INSURANCE POLICY PURCHASE LINKED TO ISAAC
I am running a business with the client’s interest at heart; that’s my foremost priority. There are systems, tools and processes in place to accomplish and fulfill the role of a Total Wealth Manager.
1) Personal Financial Review and Analysis
2) Portfolio Summary and Data Management
3) Review, Action and Feedback
4) POEMS (Phillip Online Electronic Mart)
5) FAME (Financial Access Made Easy)
The Right Total Wealth Manager has the range of instruments coupled with a strong streak of loyalty to the client who will not sell products that do not fit the client’s risk profile and investment objectives. The Monetary Authority of Singapore’s rules serve as a protection against mis-selling to clients.
It’s more than having the breath of financial products to customize your financial plan. It’s about connecting both head and heart in designing that unique multi-faceted financial plan.
It’s about the systems, logistics and infrastructures in place to deliver financial services that determine who you should engage. That is the very core in the soul of the belief that the customer’s interest comes first.
BOOK A DISCOVERY SESSION WITH ISAAC
30 minutes only | Free | No Obligations | Convenient
ISAAC FANG CFA OFFERS
DISCRETIONARY PORTFOLIO MANAGEMENT
My Heartfelt Thanks and Gratitude for Their Voices.
ACCOUNT OPENING GUIDE
WITH SINGPASS MYINFO IT IS SO SIMPLE & EASY
Frequently Asked Questions
- PayNow / PayLah! / PayAnyone / GooglePay
- FAST (Fast And Secure Transfers)
- Electronic Payment for Shares (EPS)
- Internet Bill Payment
- Telegraphic Transfer
- GIRO – Shares
- GIRO – Regular Savings Plan
- GIRO – Share Builders Plan
For more details and information on payment, click here.
There are two ways to reset your password.
1) POEMS website:
– Visit our Online Password Reset service by clicking here.
– Select the option for Email or Post.
– Enter your POEMS Account number.
– Answer the security questions and follow the rest of the steps as indicated on the screen.
2) POEMS Mobile Apps:
– Launch your POEMS Mobile App and select ‘Forgot Password?’
ALTERNATIVE WAY TO CONTACT ME
You want me to get in touch with you.
By providing us your personal data (i.e. name, email address and phone number), you acknowledge and consent to our collection of your personal data for the purposes listed below:
Sending you marketing, advertising or promotional materials related to the content of this website, whether by call, text or email;
Provision of products & services which you have requested for.
Please note that you are entitled to withdraw your consent for the collection of your personal data at any point in time by providing a notification to email@example.com
LOOK FORWARD TO THESE VALUE ADDS
IT IS NOT WHAT GETS DELIVERED YESTERDAY THAT DRIVES TODAY'S VALUE. IT IS WHAT GETS DELIVERED NOW AND IN THE FUTURE, THAT DRIVES VALUE.
Sample of Daily Updates for Securities Advisory Service and Discretionary Managed Account Clients via WhatsApp Broadcast.
Exclusive Webinars for POEMs Users and New Listings other than IPOs (Initial Public Offerings).