Join us at this seminar on 11 Mar, Tue 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 CPF Life and CPF Special Account (SA)Closure at 55.
● What is the Supplementary Retirement Scheme (SRS)?
● How to set up an SRS Account
● Tax Reliefs for SRS Contribution
● Investment and Annuity Options for Retirement
● Case Studies of SRS Investment Plans by client
For enquiries, please contact us at 6812 1483 or email to pictf@phillip.com.sg
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 is a three-time Achiever of the prestigious Million Dollar Round Table (MDRT) and is a multiple qualifier of the Phillip Securities Flying Start Incentive Trip from 2018 to 2023
