Objectife Plan:
- Allows Financial Planner to Create a customize portfolio that suits client's needs and objective.
- Also allows Financial Planner to have the option of rebalancing your client's account at NO COST.
Summary,
Minimum Account Opening: RM10,000.00.
Additional Investment : RM2,000.00
Fee:
Service Fee: Up to 5%
Wrap Fee : 1.5% per annum (this charge as a replacement for swiching fee)
interested? PM me..
- Allows Financial Planner to Create a customize portfolio that suits client's needs and objective.
- Also allows Financial Planner to have the option of rebalancing your client's account at NO COST.
Summary,
Minimum Account Opening: RM10,000.00.
Additional Investment : RM2,000.00
Fee:
Service Fee: Up to 5%
Wrap Fee : 1.5% per annum (this charge as a replacement for swiching fee)
interested? PM me..
