Unit Trust

Important Notes about Unit Trust trading and holding positions

Last updated on 14 Oct, 2020

In order to upgrade our Unit Trust services, the system will be enhanced. Starting from October 16, 2020. If you trade or hold Unit Trust(s) via our Company, your Unit Trust transaction records and holdings will be shown in the Daily Combined Statement of Account & Contract Notes and Monthly Combined Statement of Account & Contract Notes respectively. You can also check your Unit Trust holdings and asset value through our online trading system (POEMS) or SATS. If you have any enquiries, please contact our Unit Trust Department at 2277 6777.

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Email : cs@phillip.com.hk

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