UniPM have 2 different options to cater to different requirements,
with or without a consultant.
Professional Portfolio Management
Hands off approach – We tailor and manage it for you
- Your portfolio is unique, just like you
- Professionally qualified and experienced consultants will tailor and manage your portfolio based on your needs
- Your preferences will be discussed prior to portfolio creation
- We will factor in your current portfolio and do a full review
- You can opt to consolidate your portfolio here for us to have a better overview and manage it for you accordingly
- You will receive regular reviews, kept updated on your portfolio and its performance
- We cover all aspects of a financial portfolio from investments, mortgages, insurance, cash solutions to legacy planning
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You can consult us on anything finance related and we will help you out
- No minimum amount
Brokerage Services
DIY – You manage it on your own
- No requirement for our consultants
- Full suite of solutions
- Live prices
- Managed by yourself
- Low transaction costs
- We are here for any assistance you may need
- No minimum amount
fall in love with our features
Your account will be on iFAST iGM platform with iFAST (default) or CDP as the custodian and we will be your account manager. These are some of the highlights of the perks that you will be enjoying. For more details, do reach out to us to find out more.
User-Friendly App
The app is both easily accessible from anywhere as long as you have data, and it is very easy to use
Instant Deposits and Withdrawals
You can link your bank account to this account to facilitate almost instant deposit and withdrawal of cash back to your bank account with zero charges
Auto-Sweep Account
Automatically sweeps your available cash into a money market fund for enhanced yield
3 Modes of Funds
Cash, CPF and SRS
Professional Advisory Made Affordable
You get the enjoy the best of both worlds, greatest service at the lowest cost
Wide Range of Products
Equities, ETFs, Bonds, Mutual Funds (Unit Trusts), FX, Money Markets, Auto-Sweep, Cash, etc
Cash Account Bonus Interest
Bonus Interest rates on your cash accounts for all 10 currencies that is better than banks
10 Currencies
SGD, USD, HKD, EUR, GBP, AUD, NZD, CNH, JPY, CHF
