FDM Requires Commitment
FDM focuses on the meaningfully relevant factors to be considered for the objectives, needs and priorities on your own terms.
FDM increases objectivity with the relativity assessment rankings and subsequent sum product final scores will help you make an informed decision.
FDM is highly personalized. I can competently guide you through it.
For this, I need to know you are real. Opening a POEMS account tagged to me proves it. Opening a POEMS account tagged to me is the first step in creating a lasting client-planner relationship. One broker, One account, One relationship for all your personal finance needs.
WHY START A RELATIONSHIP WITH ISAAC
THIS INVOLVES OPENING A POEMS ACCOUNT TAGGED TO ISAAC (TR code: APR)
My Business DNA
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)
How Does It Work
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.
ACCOUNT OPENING GUIDE
What happens if I already have a POEMs account?
PhillipCapital allows you to have multiple POEMs to choose which representative you wish to direct your business to. Having an account tagged to me (APR) allows me to assist you with all your servicing needs.
But I already have other broking accounts elsewhere, do I still need one with POEMs?
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.)