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Your primary objective is capital preservation and you have no or limited investment experience.
You view liquidity needs as important; and are able to stay invested for not more than 3 years.
You are willing to accept minor fluctuations in the value of the portfolio.
You are a relatively experienced investor who is looking for moderate growth and diversification.
You do not have any liquidity needs in the short to medium term (between 3 to 10 years.)
You are willing to tolerate moderate fluctuations in the value of the portfolio.
You are a knowledgeable investor and are not concerned about short term fluctuations in the market. You have the ability to tolerate significant fluctuations.
You have a relatively long period of time before you will need to use these investments (more than 10 years).
You are an investor who is willing to accept significant risk with longer term fluctuation, including possible loss of principal while maximising growth potential of assets.
Great! Please let us know what your main goals and needs that you would like to achieve below.
Please select all goals and needs that apply.
Thanks for sharing ! Here is what we have gathered from your inputs.
Below are some the available plans that we have for your goal(s). This is just a basic introduction to the plans for your reference. For more information on what specific products that may suit your needs, you may discuss further with our Licensed Representative.
Need assistance? We are here to help you build solutions to your goals. Simply chat with our live chat agent or call us at +65 6531 1555 to start the conversation now.
Well done ! With this information provided, you are taking the first step to better undertand your financial health. Let’s take this to the next step by providing us your contact details below for your report.