Topping Up SRS by 2024 and Investment Options for SRS

Join us in this seminar on Dec 9, Mon at 12pm, where Mr Vince Koh, Relationship Manager at Phillip Securities will be sharing on the basics on Supplementary Retirement Scheme (SRS), the investment options available for SRS

· What is Supplementary Retirement Scheme (SRS)?

· How to set up an SRS Account

· Tax Reliefs for SRS Contribution

· SRS Investment Options

· Case Studies of SRS Investment Options bought by client

For enquiries, please contact us at 6812 1483 or email to [email protected].

Speaker Profile:
Mr Vince Koh, Relationship Manager

Mr Vince Koh joined Phillip Securities in 2017 and is currently managing Insurance and Investment Portfolios for clients of Phillip Investor Centre (Raffles City Branch). He attained his Certified Financial Planner Certification (CFP) in 2017 and Chartered Financial Consultant (ChFC) in 2019. In 2020, he completed his Chartered Life Underwriter (CLU) with the Singapore College of Insurance. He holds a Bachelor of Business degree from Nanyang Business School. He has also attained the prestigious Million Dollar Round Table in 2022 and is a multiple qualifier of the Flying Start Incentive from 2018 to 2022.

Host or Publisher Phillip Securities Pte Ltd