CPF Investment Portfolio & Fees

Last updated on April 24th, 2018 at 11:05 am

If you don’t already know,

As reported: “There will be a reduction in the sales charge for new purchases of CPFIS products from 3 per cent to 1.5 per cent from Oct 1 2018. The sales charge will be removed entirely from Oct 1 2019. The aim is to remove the incentive for financial advisers to sell products under CPFIS merely to earn more commissions..”

 

We have decided to align ourselves with the movement NOW. 

NEW CPF INVESTMENTS (min $20k amount) with our model portfolio from 1April2018 will be at

0% charge!

 

Why?

We deeply believe that you should invest your CPFOA and achieve much more than the 2.5% p.a rates. We can help you with that.

The rules for 0% charge from Oct2019 DOES NOT change our conviction.

Instead, by embracing the impending change, we wish to remove any conflict for you to start investing today instead of waiting for it to be free in Oct 2019.

 

We will be fee based as we advice on your CPF investments.

In addition, we will ensure that our fee based approach is compliant to the new guidelines. The cap on annual wrap fees will be lowered to 0.7% pa on Oct 1 2018, and to 0.4% pa on Oct 1 2019.

 

All charges have been made transparent to you. And NO hidden fees.

 

 

What you will get in our model portfolio!

A group of the highest ranked funds that we have researched on.

What are expected returns (moderately aggressive portfolio)

*Updated as of 16April2018

One simple meeting to get accounts opened for you and finalise your investment strategy.

 

What you will ALSO get!

  1. Continuous investment review and outlook done every 6-9months
  2. Online log-in for monitoring and performing fund changes when needed

 

Wait there’s more, fans & existing clients get…

  1. Opportunities with IPO share placement!
  2. Preferred rates for investments and insurance plan purchases!

 

We are certain that it will grow your CPFOA at a much faster rate with enough time!