|
|
Manage my investments efficiently
|
|
|
|
| The CIMB Wrap Account provides access to over 350 unit trust funds. Previously only available to high net worth individuals through Private Banks, CIMB Bank is the first and only bank to offer wrap portfolio solutions to retail clients in Singapore. |
|
 |
|
| |
| Why This Account/Plan? |
As your needs and goals change over time, the CIMB Wrap Account allows you to switch in and out of any fund at no cost. In return for this ongoing service, clients are charged an annual Wrap Fee of 1% on the value of the investments.
Since the Wrap Fee is directly correlated to the performance of your portfolio, you can be assured that the customised portfolio recommended by your Personal Banker or Relationship Manager is aligned with your financial interests. |
|
| Wrap Account Highlights |
Total Wealth Management
At CIMB Bank, we are committed to deliver tailored solutions which meet your wealth management needs. Our Personal Bankers and Relationship Managers are equipped with portfolio advisory skills to ensure that:
| | Advice is delivered from a long term financial planning perspective we take the time to understand your financial health and needs so that we can deliver the relevant solutions for you; | | | Our product recommendations are supported by an in-house team which reviews the unit trust funds risk characteristics and performance data on a periodic basis | | | Your portfolio is reviewed every 6 to 12 months to ensure that your investment holdings and performance are in line with your objectives; and | | | With the unique CIMB Wrap Account, you have the opportunity to save on fund switching costs, and hence this offers the potential for better investment returns in the long-term. |
|
|
|
| |
 |
| |
|
|
|
Current & Savings Accounts
