Discretionary Portfolio Management Services

Phnom Penh Securities Plc is very pleased to have invited
highly reputable and illustrious investment advisers for our privileged
discretionary portfolio investment management services.

Phnom Penh Securities is very pleased to have invited highly reputable and illustrious investment advisers for our privileged discretionary portfolio investment management services.
Phnom Penh Securities (“PPS”) is committed to serving investors looking for investment opportunities. We are proud to introduce PPS Wealth Infinity Discretionary Portfolio Management Services, managed by PPS Fund Management Service, a advisor company of Interactive Brokers.

What do PPS Wealth Infinity Discretionary Portfolio Management Services offer?

The investment manager, PPS Fund Management, will have complete discretion to manage a relevant client’s account and make investment decisions on behalf of the client. Based on each client’s investment risk appetite and return objective, the investment manager will construct a tailored investment portfolio and will aim to deliver absolute returns from, amongst others, investment opportunities available in the Greater China & Asia Pacific equity markets. To deliver absolute returns, the investment manager may also invest in index futures, exchange traded funds (ETF), sovereign and corporate bonds and hedge the portfolio with derivative products such as options, futures and warrants. It may also reallocate a significant proportion of the portfolio into global fixed income and cash instruments when the investment manager deems appropriate to mitigate risk.

Features

Investing Wisely and Sensibly, Backed by Solid Market

What makes PPS Wealth Infinity Discretionary Portfolio Management Services unique is that your investment portfolio is being managed by PPS Fund Management, in partnership with professional Investment Advisers with established and robust track records, who provide valuable top-down macroeconomic analysis combined with bottom-up stock selection recommendations to PPS Fund Management in respect of the aforesaid services.

A Tailor Made Investment Portfolio for Your Risk

Based on your investment horizon, risk appetite and expected returns, we work together to determine your investment profile to meet your financial investment objectives. PPS Fund Management will construct your investment portfolio that suits your investment profile.

Aiming to Deliver Absolute Returns

We aim to achieve absolute returns from, amongst others, long and short investment opportunities available in the Greater China & Asia Pacific equity markets, and use hedging techniques and a disciplined risk management process.

PPS Fund Management offers Exceptional Services

PPS Wealth Infinity Discretionary Portfolio Management Services are exclusive services for our clients. You will have full transparency of your own account. Also a detailed monthly statement listing all the transactions made during the month, existing stocks and cash balance will be sent to you for your record. Additionally, regular commentaries explaining the market trend/performance will also be sent to you.

Disclaimer

PPS Wealth Infinity Discretionary Portfolio Management Services refers to the discretionary portfolio investment management services provided by PPS Fund Management Limited pursuant to the Discretionary Segregated Managed Account Agreement with it as discretionary investment manager.

Confirmation for Request for More Information

I am interested in the PPS Wealth Infinity Discretionary Portfolio Management Services* and confirm to request for more information about such services (including the Market Outlook. I understand that such information is not intended for public distribution and is provided only after request. As such, I confirm that I will not pass such information (or any part of it) to any third party. Such information is issued by SHK Fund Management Limited and has not been reviewed or approved by the Securities and Futures Commission of Hong Kong. SHK Fund Management Limited is licensed for Types 1 (dealing in securities), 4 (advising on securities) and 9 (asset management) regulated activities under the Securities and Futures Ordinance of Hong Kong (with CE Number AAI432).

(*PPS Wealth Infinity Discretionary Portfolio Management Services refers to the discretionary portfolio investment management services provided by SHK Fund Management Limited pursuant to the Discretionary Segregated Managed Account Agreement with it as the discretionary manager.)

Risk Disclosure Statements, Disclaimers and Important Notes

Investment involves risk. The prices of securities and/or futures contracts in your portfolio and its net asset value may move down and up, sometimes dramatically. These price movements could mean that losses may be incurred as well as profits made, and there is the possibility that you may suffer significant loss if the value of any securities or futures contracts in your portfolio/account suffers a significant or complete loss in value. Investments in securities, futures contracts and/or other investments referred to in this webpage are not suitable for all types of investors. The information and opinions contained in this webpage (collectively, “Information”) are for information only and have no regard to the specific investment or other objectives, investment or other experience, financial or other situation or needs of any particular investor.

The Information has been obtained from or is based on sources believed by PPS to be reliable but it has not been independently verified and may be different from the facts. Neither PPS nor any director, officer, employee or representative of it represents or warrants, whether expressly or impliedly, the truthfulness, accuracy, validity, adequacy, sequence, timeliness, completeness, objectivity, fairness or reasonableness of any such information or opinion or makes any representation or warranty of whatsoever nature.

The Information may contain past data and such data are not necessarily indicative of, and are not guarantee of the existing or future performance of the subject(s) concerned or the performance (present or future) of any service, product or investment referred to herein. Further, the Information may contain forward looking statements regarding opinions of and expectation of the future. These statements are neither necessarily indicative of any future performance nor are they guarantee of future performance. Forward looking statements, by their nature, are based on assumptions and factors that may be beyond the control of PPS. As such, actual future performance and results may materially and adversely differ from those expressed or implied in the Information. The Information may contain analyses but they are not exhaustive analyses. The Information may not contain all the information which you may consider material.

Any information or opinion contained in this webpage is provided as at the relevant date specified in such information or opinion, if any, unless otherwise stated in the contents of this webpage and such information or opinion may be subsequently changed without notice or liability to you or any third party.

To the fullest extent allowed by law, SHKFM, SHKFL and SHKFL's affiliates and their respective directors, officers, employees and representatives do not accept any liability howsoever arising out of or in connection with any matter beyond their control and/or the Information (or any part of it) and/or any reliance and/or acting on the Information (or any part of it).

Before making any decision in relation to SHK Wealth Infinity Discretionary Portfolio Management Services (i.e. the discretionary portfolio investment management services provided by SHK Fund Management Limited pursuant to the Discretionary Segregated Managed Account Agreement with it as the discretionary manager) or any other decision(s), you are strongly advised to consider your own financial and other resources and circumstances and your ability to bear losses, in addition to consulting your own independent financial and other advisers. If you are in doubt, you should seek independent professional advice.

The contents of this webpage are NOT intended for public distribution and are to be provided only after request. You should not pass to any third party any information or opinion contained in this webpage. The contents of this webpage relate to the SHK Wealth Infinity Discretionary Portfolio Management Services and are summary and not exhaustive. Nothing contained in this webpage should be construed as constituting any recommendation, offer, solicitation, advice or suggestion to any investor concerning particular securities, futures contracts or investments. Prospective managed account clients should carefully read the terms of the agreement governing the PPS Wealth Infinity Discretionary Portfolio Management Services (i.e. the Discretionary Segregated Managed Account Agreement) for further details, in particular the risk factors set out therein.

Any name, trademark, logo, mark, design or the like appeared in this webpage is protected by law.

The contents of this webpage must not be reproduced, distributed or published in whole or in part or otherwise made available, in Hong Kong or any other place, without the prior express written consent of SHK Fund Management Limited. ©2014 PPS Fund Management Service. All rights reserved.

The contents of this webpage are issued by PPS Fund Management Limited and have not been reviewed or approved by the Securities and Futures Commission of Hong Kong. PPS Fund Management Service is licensed for Types 1 (dealing in securities), 4 (advising on securities) and 9 (asset management) regulated activities under the Securities and Futures Ordinance of Hong Kong (with SECC License Number 0003).

If there is any inconsistency or conflict between the English and Chinese versions of these Risk Disclosure Statements, Disclaimers and Important Notes, the English version shall prevail

I confirm my understanding of an agreement to the above Risk Disclosure Statements, Disclaimers and Important Notes and Risk Disclosure Statement regarding the use of the Internet or other electronic media.

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