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Unit Trusts
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Benefits

• Discounted sales charge up to 50%!

• Online access to investments - 24 hours, 7 days a week
• Simple online investing process
 
How To Buy Unit Trusts

For finatiQ Investment Account Holders
Login to your finatiQ Investment Account and select "Unit Trust Transact" under "Unit Trust".

For Initial Subscription
Upon successful login to your finatiQ Account, at the left navigation bar,  click to "Unit Trust", select "UT Transact" and click on "Buy".
STEP 1: Search-A-Fund
- Select the fund that you want to buy

STEP 2: Subscribe
- Select Account Number
- Read Prospectus. Click on the "Checkbox" to indicate you have read and understood the prospectus
- Key in Subscription Amount
- Click on the "Important" hyperlink to read your rights to cancel the unit trust
- Leave "Promotion Code" blank
- Click "Preview" button at the bottom of the page

STEP 3: Review and Submit
- Review the details that you have keyed in
- Click "Submit" button at the bottom of the page

For Additional Subscription
- At the left navigation bar, click to "Unit Trust"
- Select "UT Portfolio" and click on "Current Portfolio" to view your current unit trusts holdings
- Click on "Additional Subscription" on the right of the fund you want to buy additional units

For non-finatiQ Investment Account Holders
To buy unit trusts, you will need to first open a finatiQ Investment Account. Please click here for more information about the benefits of this account.
 
7-Days Cancellation
For finatiQ Investment Account Holders ONLY
• Customers who subscribed to unit trust may cancel his/her purchase within 7 days from subscription date.
• Steps to cancel unit trust subscription within 7 days:
- Login to your finatiQ Investment Account
- Select "Unit Trust" on left navigation bar
- Select "UT Portfolio"
- Click "7 Days Cancellation"

• A service fee of $30 will be imposed for 7 Days Cancellation.
• Where the market value of units held is lower than the original amount paid by customer, customer will bear the loss incurred in difference of prices.
• Where the market value of units held is greater than the original amount paid by customer, finatiQ is not obliged to pay the excess amount to customer.
 
Fund House
 A wide range of professionally managed unit trusts to choose from.

 Allianz Global Investors Singapore Ltd  Aberdeen Asset Management Asia Ltd
AllianceBernstein (Singapore) Ltd.  Pinebridge Investments (Singapore) Ltd
 BNP Paribas Asset Management Singapore  DB Platinum IV
 Deutsche Asset Management (Asia) Ltd  DBS Asset Management Ltd
 Fortis Investment Management (Singapore) Ltd  First State Investments (Singapore)
 Franklin Templeton Investments  HSBC Global Asset Management (Singapore) Ltd
 Henderson Global Investors (Singapore) Ltd  Lion Global Investors Ltd
 Legg Mason Asset Management Singapore Pte. Limited  Prudential Asset Management (Singapore) Ltd
 Phillip Capital Management (Singapore) Ltd  SG Asset Management (Singapore) Ltd
 Schroder Investment Management (Singapore) Ltd  UOB Asset Management Ltd 
 

Past performance and any forecast are not necessarily indicative of future performance. Investments in fund units are not deposits or other obligations of, or guaranteed or insured by finatiQ.com, the Singapore Island Bank Limited, or any of its affiliates. All investments are subject to investment risks including the possible loss of the principal amount invested. The values of units and the income from them may fall as well as rise. All applications for units in the fund must be made on application forms accompanying the prospectus. Investors should read the relevant prospectus for details.

Fund performance are calculated on Net Asset Value to Net Asset Value or Bid to Bid basis dependent on fund type.

 
 
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