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Personal Banking > Wealth Management > CIMB Wrap Account

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.

CIMB Wrap Account

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.

Disclaimer
The information on this website is intended for general circulation and should not be interpreted as an offer to sell, solicit an offer to purchase or subscribe for any investment or insurance plan. It does not take into account the specific investment objectives, financial situation or particular needs of any person. You may wish to seek advice from a financial adviser before making a commitment to purchase the product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you.

Terms and conditions apply to all products and services.

For Assistance

	Call us at +65 6333 7777
	Email us at AtYourService@cimb.com
	Visit our branches

More Info

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