Portfolio Financing is an overdraft facility that accept one or multiples collateral which give you opportunity to grow your asset.
Seize every great
opportunity.
Portfolio Financing is an overdraft facility that accept one or multiples collateral which give you opportunity to grow your asset.
Extensive List of Collateral – Multiple Collateral Type with high margin of advance
Competitive Interest Rate – One of the lowest rates in the market
Flexi withdrawal – Withdraw for your next investment purchase without hassle
Leveraging opportunity – Opportunity to grow your asset
Eligible Collateral Type |
Asset Margin of Advance |
---|---|
Fixed Deposit |
Up to 100% |
Unit Trust |
Up to 70% |
Equities/Stocks |
Up to 70% |
Insurance Policies |
Up to 90% of Day 1 Cash Surrender Value |
Bonds |
Up to 70% |
No. |
Description |
Charges |
---|---|---|
1 |
Custody Account Maintenance Fee |
0.2% p.a. of the month end AUM or subject to minimum S$50/US$30per quarter |
2 |
Transfer of Securities i. Inward ii. Outward |
Waived For Equities - Flat fee of S$50/US$30 and 0.03% of transfer value, subject to a minimum of S$150/US$100 |
3 |
Corporate Action i. Dividend payment (Cash) ii. Right Issue iii. Bonus Issue iv. Cash Offer v. Rights / Warrant Issue vi. Rights / Warrant Conversion |
1% on net dividends, Min S$10/US$10 - Max S$200/US$150 S$20/US$15 per counter S$20/US$15 per counter S$20/US$15 per counter S$20/US$15 per counter S$20/US$15 per counter |