Managed Account Services
Fees
| 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
Enquiry
Have an enquiry? Get in touch with us at (+65) 6531 1555 or message us below!
