Unit trust (0-2% sales charge), Insurance

  • Member since
     2015
  • 17
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Unit trust WRAP account is an online unit trust investment platform with access to around 300 funds from more than 20 fund houses.

Continuous service and advisory from professional financial planners to do portfolio recommendation, rebalancing and servicing.

Some of the fund houses mention are :
1) CIMB
2) Kenanga
3) Eastspring
4) RHB OSK
5) and many more...

The account allows for free switching of funds between the fund houses so it is very good if you want to do portfolio rebalancing.

The sales charge for investing using WRAP account is between 0-2% (much lower than charged by normal agents, 4-6%). The WRAP account has 1% p.a. WRAP fee.

Some of the other services I offer :
1) Investment for retirement (PRS)
2) EPF withdrawal investment
3) Regular savings plan (save a minimum of RM 100 per month with 1% sales charge)
4) Corporate investment (minimize taxes, stop investing in FD/savings account)
5) Retirement, education and financial objectives investment projection.
6) Insurance (from multiple companies such as Allianz, AIA, GE, Prudential and many more)
7) Medical card (stand-alone of investment linked)
8) Offshore investment (invest in USD, SGD, GBP or many other foreign currencies)

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