Topped up your SRS account to save taxes? What's next?

Topped up your SRS account to save taxes?
What's next?

Do you know that the interest in your SRS or bank account is at a nominal 0.05% per annum?
Why not make your money work harder by investing them especially so when it's for the long term?

You don't have to invest every cent in your account, you can start small with a regular savings plan (RSP) and ride the waves of market volatility. By regularly investing a fixed amount, you can gain market exposure while limiting the downside risk and market volatility to build your long–term wealth. You now don't have to worry when is the right time to start investing because you are investing regularly despite market movements.

From now till 31 December, enjoy our limited time offer when you invest to earn more while saving on your taxes!
Still sitting on the fence? Get $10 in bonus units* when you simply start investing with your cash or SRS monies as a new account holder! And more rewards for you as you invest more!

How to be eligible	Reward*	Additional reward*
New client: Open an account and start investing using cash or SRS	$10 worth of bonus units	-
New client: Open an account, start investing and start a RSP of $200/month using cash or SRS and maintain it for 6 months	$10 worth of bonus units	$20 worth of bonus units
Existing clients: Start a new RSP of $200/month using cash or SRS and maintain it for 6 months	-	$30 worth of bonus units

*All bonus units will be invested into Phillip SGD Money Market Fund

Get started now

Terms & conditions

This Campaign is organized by Navigator Investment Services Pte. Ltd. (“Navigator”) dollarDEX is a trademark licensed and used by Navigator.
Only qualifying customers are eligible to participate in this campaign. In order to be a qualifying customer:
- you must open an online account on dollarDEX.com and invest fresh funds into your investment account with Navigator using the dollarDEX platform from 1st November 2019 to 31st December 2019 (both dates inclusive);
- start a Regular Savings Plan ("RSP") of at least $200/month into any one fund and maintain it for consecutively 6 successful months; or
- if you are an existing customer with an online account with dollarDEX, you must start a RSP of at least $200/month into any one fund and maintain it for consecutively 6 successful months.
This campaign is limited to the first 100 transactions only.
This campaign is from 1^st November 2019 to 31^st December 2019.
For every new account opened with a completed first transaction using either cash or SRS, you will receive SGD$10 worth of bonus units into Phillip SGD Money Market Fund. New and existing customers who start a RSP of at least SGD$200/month and maintain it for consecutively 6 successful months will receive the following:
1. For new customers: An additional SGD$20 worth of bonus units into Phillip SGD Money Market Fund; and
2. For existing customers: An additional SGD$30 worth of bonus units into Phillip SGD Money Market Fund.
If you qualify for this campaign by opening a new account and completing your first transaction, you will be contacted by 31 January 2020 to confirm your eligibility and bonus units will be credited into your account by 28 February 2020. If you qualify by starting a RSP and maintaining it for consecutively 6 successful months, you will be contacted and your bonus units will be received by 30 July 2020.
All RSP GIRO must be submitted by 31 December 2019 in order to qualify for this campaign.
This campaign is solely for new RSP transactions and does not apply to existing RSP that are discontinued and restarted during the campaign period.
You are advised to read the fund prospectus carefully before making any investment decision.
By participating in this campaign, you:
- accept that Navigator's decision on all matters relating to this campaign is final, conclusive and binding on you. No further correspondence will be entertained; and
- you consent under the Personal Data Protection Act (Cap 26 of 2012) (“Act”) to the collection, use and disclosure of your personal data by/to Navigator and such other third party for the purpose of this campaign, including the third parties administering this campaign, or any third parties that Navigator may, in its absolute discretion, consider appropriate or necessary in connection with the campaign. You confirm that you have read and agree to be bound by the terms of the Navigator Data Protection Policy, as may be amended, supplemented and/or substituted by Navigator from time to time, a copy of which can be found at https://www.dollardex.com/sgn/?current=pdpa.
Navigator reserves the right at any time and in its absolute discretion to vary, amend, add or supplement these Terms and Conditions (including but not limited to the percentage of bonus units and allocation of fund), or withdraw or discontinue this campaign at any time without any notice or liability to you.
If there is any inconsistency between these Terms and Conditions and any banners, marketing or any promotional material relating to this campaign, these Terms and Conditions shall prevail.
All investments and transfers are subject to such investment terms and conditions as Navigator may impose.
A person who is not a participant to this campaign shall have no right under the Contracts (Rights of Third Parties) Act (Cap. 53B) to enforce any of these Terms and Conditions.
These Terms and Conditions shall be governed by and construed in accordance with the laws of Singapore and in participating in this campaign, you submit to the jurisdiction of the Courts of Singapore.
This campaign is not valid with other offers, promotions or campaigns.
All information is correct at time of posting.

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Topped up your SRS account to save taxes?What's next?

Terms & conditions

Topped up your SRS account to save taxes?
What's next?