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Talk on Financial Planning & Managed Account

Sat 13 May 2017
Time: 2-5pm
Venue: 250 North Bridge Road #06-00
Fee: $0.00 (Member) $0.00 (Public)

Venue full address::

Phillips Securities Pte Ltd
250 North Bridge Road #06-00 
Raffles City Tower   S(179101) 


Part 1 :  Outline of the Talk
  1. Tips on Financial Planning
  2. How to invest your savings
  3. Life insurance and structured products
  4. Buying insurance-managing risk
Profile of the speaker

Mr. Tan Kin Lian started work in 1966 and qualified as an actuary in 1975. He joined NTUC Income in 1977 as the general manager (later re-designated as chief executive officer) and retired after 30 years. NTUC Income was a leading life and general insurance co-operative in Singapore.

He is now the President of the Financial Services Consumer Association (FISCA), a non-profit organization formed to educate the public on financial planning.

Part 2 :  Phillips Managed Account by Phillips Securities Pte Ltd
Synopsis
Managed Account Services offer benefits of professional portfolio management, particularly for investors who do not have the time or inclination to managed their own investments.

Profile of the speaker
Ang Kok Huan
Deputy Head & Portfolio Manager      
After having served the Singapore Army for 17 years with distinction under a scholarship, Mr Ang embarked on his other passion – stock investment. He joined Phillip Securities as a stock-broker in 2007 and is now a Portfolio Manager with the same company. To share his knowledge, he conducts training courses and seminars on stock investment, with emphasis on technical analysis. His investment approach: believing that successful investing requires commitment, discipline, humility and passion to learn. Mr Ang holds an MBA (Investment & Finance) from University of Hull, UK, and a Bachelor of Business Administration (Honours) from the National University of Singapore.
 

FEE
There is no fee charged for this talk. Participants are asked to make a voluntary donation of $10 to cover the cost of organizing the seminar.


Talk on Financial Planning & Managed Account
Sat 13 May 2017 Time: 2-5pm Venue: 250 North Bridge Road #06-00