- Personalised investment recommendation
- Ground-breaking projections
- Stay on track with smart alerts
- Ultimate flexibility with no lock-up period and no redemption fee
- We will evaluate your portfolio every month but we do not actively manage the performance of your portfolio;
- We will not make any changes to your portfolio unless we are expressly instructed by you to do so;
- It is your responsibility to monitor the performance of the portfolio. Our App provides certain tools to help you with that;
- If you would like to obtain advice on changes to your portfolio, you may ask us to make recommendations but we are not obliged to and will not make recommendations pro-actively; and
- We are not required to recommend any changes to your portfolio unless you have asked.
- One-time and monthly investment amount
- Target wealth
- your other investment holdings held in your accounts with us or any other investment holdings for the purpose of portfolio construction;
- any changes to your holdings due to any trading activities or market movements which occur after you give us Instructions to invest in the relevant model portfolio; or
- any fund price movement which may result in a different portfolio allocation originally suggested by the Bank.
- General Investments Risks and Fund Risks
- Risks of Investment in Portfolio
- Market Risks
- Risks associated with recommendation and switching of Portfolio(s)
- Partial Execution Risks
- Regulatory Risks
- Investment Strategy Risks
- Concentration Risks
- Draft: You have not placed an order to start investing for this goal yet.
- Processing: Your order for this goal/portfolio is being processed.
- On track: Your probability of success for this goal/portfolio is equal or above 50%.
- Off track: Your probability of success for this goal/portfolio is below 50%.
- Achieved: You have achieved your target wealth/expected portfolio amount.
- Completed: You have reached the end of this investment horizon.