What is the Wealth Management Product?
The wealth management product is aimed at achieving high-income return generated through investments in fixed income securities whilst ensuring risk is minimized or controlled. To achieve these two objectives, the Fund Manager invests client funds in security classes such as:
1. Listed Treasury Bonds & Bills
2. Listed Corporate Bonds
3. Structured Notes
4. Commercial Papers
5. Other fixed income securities
What are the features of the product?
3,6, 12 months, above 1 year
Principal Protection Strategy
Effective cash-flow management
Fixed Income securities
11 - 12% *
*NB: Hurdle rate is dependent on investment duration and may vary depending on market volatility. Figure is Gross of Tax.
What are the requirements?
1. Founding Documents
i. Companies – Certificate of Incorporation or
ii. Partnership – Partnership Agreement or
iii. Other Legal entities - Constitution or other founding documents, and
iv. Memorandum and Articles of Association
2. Other documents
i. Resolution/Mandate authorizing the investment - A document demonstrating that the entity and/or its officers are duly authorized to enter into this Agreement
ii. Copy of PIN (Tax) Certificate
iii. Copy of Tax exemption certificate (where applicable)
3. Documents from each authorized representative
i. Copy of ID or passport
ii. Passport Size Color photograph (N/A for Standard Chartered Bank Custody Account)
Individual Application (Natural persons)
1. Copy of ID or Passport
2. Copy of Utility Bill (not more than 3 months old) or a Proof of Address letter
3. Copy of tax exemption certificate (where applicable)
4. Passport size color photograph (N/A for Standard Chartered Bank Custody Account)
For any queries, contact us on:
Terms and conditions apply.
Copyright Britam, All Rights Reserved.
Report Fraud, Bribery and Corruption
This website is best experienced in the following versions of browsers - Chrome 30 & above, Firefox 30 & above and Internet Explorer 9 & above.