Managed Account Services


Minimum Initial Investment S$25,000
Minimum Subsequent investment Allowable with no restriction. Monthly Investment Plan (minimum S$500 per month) is also available
Partial Withdrawal Allowable. Withdrawal fee is waived.
Upfront Fee Up to 3% of the invested amount
Management Fee 1.50% p.a. (Below S$100,000)
1.00% p.a. (S$100,000 to S$1mil)
0.75% p.a. (Above S$1mil)
Corporate Action Handing Fee Cash Dividend: 1% on net dividend, minimum of S$1.00 and capped at S$50.00 (subject to prevailing GST) + Foreign fees and taxes (if applicable)
For services other than the above: S$10.00 (subject to prevailing GST) + Foreign fees and taxes (if applicable)
SMART Portfolio
SMART Portfolio – General Investing Minimum Investment Amount: S$300
SMART Portfolio – US Equity Minimum Investment Amount: S$3000

For SMART Portfolio fees, refer to our page here


Have an enquiry? Get in touch with us at (+65) 6531 1555 or message us below!

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